Brookfield
279 hedge funds and large institutions have $12.9B invested in Brookfield in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 95 increasing their positions, 97 reducing their positions, and 20 closing their positions.
85% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 20
6% more funds holding
Funds holding: 264 → 279 (+15)
3% more capital invested
Capital invested by funds: $12.5B → $12.9B (+$427M)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
0.38% less ownership
Funds ownership: 231.73% → 231.35% (-0.38%)
2% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 97
50% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $16.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$163M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$30.1M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.8M |
| 5 |
Select Equity Group
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$56.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$34.7M |
| 3 |
GMI
Greystone Managed Investments
Regina,
Saskatchewan, Canada
|
-$30.1M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$27.4M |
| 5 |
RRC
Red Rocks Capital
Denver,
Colorado
|
-$27.2M |
BN Hedge Fund Activity: Q4 2013 in Review
279 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2013, worth a combined $12.9B — up 3.4% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new BN positions and 20 closed out — a net gain of 17 holders — while 95 added to existing stakes and 97 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $163M. The largest seller was Findlay Park Partners, cutting an estimated $56.9M.
- 279 institutional investors held Brookfield (BN) as of Q4 2013, up from 264 in Q3 2013.
- Funds reported $12.9B of Brookfield stock for Q4 2013, up 3.4% quarter-over-quarter.
- 37 funds opened new Brookfield positions in Q4 2013 and 20 closed out, a net change of +17 holders.
- The largest Brookfield buyer in Q4 2013 was Neuberger Berman Group, an estimated $163M added.
- The largest Brookfield seller in Q4 2013 was Findlay Park Partners, an estimated $56.9M sold.
Based on aggregated 13F filings for Q4 2013.