Brookfield
416 hedge funds and large institutions have $23.2B invested in Brookfield in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 112 increasing their positions, 146 reducing their positions, and 24 closing their positions.
525% more call options, than puts
Call options by funds: $6.27M | Put options by funds: $1M
150% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 24
8% more funds holding
Funds holding: 384 → 416 (+32)
5% more capital invested
Capital invested by funds: $22B → $23.2B (+$1.14B)
2% more funds holding in top 10
Funds holding in top 10: 41 → 42 (+1)
0.57% less ownership
Funds ownership: 155.79% → 155.22% (-0.57%)
23% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$146M |
| 2 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$126M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$86.8M |
| 4 |
CCM
Check Capital Management
Costa Mesa,
California
|
+$59.8M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$51.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$151M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$78.1M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$63.6M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$45.9M |
| 5 |
Neuberger Berman Group
New York
|
-$44.5M |
BN Hedge Fund Activity: Q4 2017 in Review
416 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2017, worth a combined $23.2B — up 5.2% from $22B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BN positions and 24 closed out — a net gain of 36 holders — while 112 added to existing stakes and 146 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $146M. The largest seller was Bank of Montreal, cutting an estimated $151M.
- 416 institutional investors held Brookfield (BN) as of Q4 2017, up from 384 in Q3 2017.
- Funds reported $23.2B of Brookfield stock for Q4 2017, up 5.2% quarter-over-quarter.
- 60 funds opened new Brookfield positions in Q4 2017 and 24 closed out, a net change of +36 holders.
- The largest Brookfield buyer in Q4 2017 was Mackenzie Financial, an estimated $146M added.
- The largest Brookfield seller in Q4 2017 was Bank of Montreal, an estimated $151M sold.
Based on aggregated 13F filings for Q4 2017.