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Brookfield
BN

255 hedge funds and large institutions have $11.7B invested in Brookfield in 2013 Q2 according to their latest regulatory filings, with 255 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

225.65% more ownership

Funds ownership: 0% → 225.65% (+226%)

14% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $8.27M

Holders
255
Holders Change
+255
Holders Change %
–
% of All Funds
8.32%
Holding in Top 10
19
Holding in Top 10 Change
+19
Holding in Top 10 Change %
% of All Funds
0.62%
New
255
Increased
–
Reduced
–
Closed
–
Calls
$7.12M
Puts
$8.27M
Net Calls
-$1.15M
Net Calls Change
-$1.15M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.66B +$1.68B +196,494,279 New
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$615M +$625M +72,980,567 New
TD Asset Management
3
TD Asset Management
Ontario, Canada
$556M +$568M +66,302,408 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$521M +$530M +61,925,447 New
First Manhattan
5
First Manhattan
New York
$467M +$449M +52,463,298 New
Capital World Investors
6
Capital World Investors
California
$427M +$433M +50,602,003 New
Toronto Dominion Bank
7
Toronto Dominion Bank
Ontario, Canada
$400M +$408M +47,596,368 New
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$380M +$386M +45,131,235 New
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$368M +$374M +43,719,237 New
DSA
10
Davis Selected Advisers
Arizona
$348M +$354M +41,324,074 New
CIBC World Market
11
CIBC World Market
Ontario, Canada
$291M +$295M +34,490,424 New
Invesco
12
Invesco
Georgia
$271M +$276M +32,243,891 New
Principal Financial Group
13
Principal Financial Group
Iowa
$268M +$272M +31,782,465 New
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$267M +$258M +30,143,448 New
HK
15
Horizon Kinetics
New York
$230M +$234M +27,320,986 New
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$227M +$231M +27,015,972 New
TAM
17
Third Avenue Management
New York
$201M +$204M +23,851,856 New
Canada Life
18
Canada Life
Manitoba, Canada
$199M +$202M +23,561,095 New
GMI
19
Greystone Managed Investments
Saskatchewan, Canada
$190M +$194M +22,694,260 New
Franklin Resources
20
Franklin Resources
California
$189M +$192M +22,421,107 New
Norges Bank
21
Norges Bank
Norway
$182M +$185M +21,657,246 New
Select Equity Group
22
Select Equity Group
New York
$182M +$185M +21,600,701 New
William Blair & Company
23
William Blair & Company
Illinois
$123M +$125M +14,601,413 New
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$118M +$120M +14,039,309 New
MG
25
Markel Group
Virginia
$112M +$114M +13,311,362 New
1
2 3 4 5

BN Hedge Fund Activity: Q2 2013 in Review

255 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2013, worth a combined $11.7B.

Buyers outnumbered sellers: 255 funds opened new BN positions and 0 closed out — a net gain of 255 holders — while 0 added to existing stakes and 0 trimmed.

  • 255 institutional investors held Brookfield (BN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $11.7B of Brookfield stock for Q2 2013.
  • 255 funds opened new Brookfield positions in Q2 2013 and 0 closed out, a net change of +255 holders.

Based on aggregated 13F filings for Q2 2013.