Brookfield
353 hedge funds and large institutions have $19.7B invested in Brookfield in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 123 reducing their positions, and 32 closing their positions.
222% more call options, than puts
Call options by funds: $8.38M | Put options by funds: $2.6M
15% more funds holding in top 10
Funds holding in top 10: 33 → 38 (+5)
14% more capital invested
Capital invested by funds: $17.2B → $19.7B (+$2.45B)
13% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 32
1% more funds holding
Funds holding: 351 → 353 (+2)
0.44% more ownership
Funds ownership: 54.07% → 54.51% (+0.44%)
7% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 123
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$376M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$74.6M |
| 3 |
Select Equity Group
New York
|
+$72.7M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$61.7M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$47.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$173M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$83.2M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$67.5M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$32.6M |
| 5 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
-$29.9M |
BN Hedge Fund Activity: Q1 2017 in Review
353 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2017, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new BN positions and 32 closed out — a net gain of 4 holders — while 115 added to existing stakes and 123 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $376M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $173M.
- 353 institutional investors held Brookfield (BN) as of Q1 2017, up from 351 in Q4 2016.
- Funds reported $19.7B of Brookfield stock for Q1 2017, up 14% quarter-over-quarter.
- 36 funds opened new Brookfield positions in Q1 2017 and 32 closed out, a net change of +4 holders.
- The largest Brookfield buyer in Q1 2017 was Manulife (Manufacturers Life Insurance), an estimated $376M added.
- The largest Brookfield seller in Q1 2017 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $173M sold.
Based on aggregated 13F filings for Q1 2017.