Brookfield
716 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 259 increasing their positions, 225 reducing their positions, and 82 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 225
0.42% more ownership
Funds ownership: 118.36% → 118.78% (+0.42%)
3% less funds holding
Funds holding: 736 → 716 (-20)
12% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 82
13% less funds holding in top 10
Funds holding in top 10: 82 → 71 (-11)
25% less capital invested
Capital invested by funds: $56.6B → $42.3B (-$14.3B)
36% less call options, than puts
Call options by funds: $51.3M | Put options by funds: $79.9M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$214M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$144M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$122M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$109M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$105M |
Top Sellers
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$207M |
| 2 |
Select Equity Group
New York
|
-$200M |
| 3 |
Goldman Sachs
New York
|
-$147M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$136M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$114M |
BN Hedge Fund Activity: Q2 2022 in Review
716 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2022, worth a combined $42.3B — down 25% from $56.6B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of BN and 72 opened new positions — a net loss of 10 holders — while 225 trimmed existing stakes and 259 added.
The largest buyer was Fidelity Investments, adding an estimated $214M. The largest seller was Viking Global Investors, cutting an estimated $207M.
- 716 institutional investors held Brookfield (BN) as of Q2 2022, down from 736 in Q1 2022.
- Funds reported $42.3B of Brookfield stock for Q2 2022, down 25% quarter-over-quarter.
- 72 funds opened new Brookfield positions in Q2 2022 and 82 closed out, a net change of -10 holders.
- The largest Brookfield buyer in Q2 2022 was Fidelity Investments, an estimated $214M added.
- The largest Brookfield seller in Q2 2022 was Viking Global Investors, an estimated $207M sold.
Based on aggregated 13F filings for Q2 2022.