Brookfield
363 hedge funds and large institutions have $20.7B invested in Brookfield in 2017 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 29 closing their positions.
248% more call options, than puts
Call options by funds: $4M | Put options by funds: $1.15M
45% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 29
5% more capital invested
Capital invested by funds: $19.6B → $20.7B (+$1.03B)
3% more funds holding
Funds holding: 353 → 363 (+10)
7% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 113
0.76% more ownership
Funds ownership: 152.78% → 153.53% (+0.76%)
0% more funds holding in top 10
Funds holding in top 10: 38 → 38 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$150M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$132M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$70.7M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$63.1M |
| 5 |
MCI
McDonald Capital Investors
Orinda,
California
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$278M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$146M |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$101M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$99.4M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$83.3M |
BN Hedge Fund Activity: Q2 2017 in Review
363 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2017, worth a combined $20.7B — up 5.3% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new BN positions and 29 closed out — a net gain of 13 holders — while 121 added to existing stakes and 113 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $150M. The largest seller was 1832 Asset Management, cutting an estimated $278M.
- 363 institutional investors held Brookfield (BN) as of Q2 2017, up from 353 in Q1 2017.
- Funds reported $20.7B of Brookfield stock for Q2 2017, up 5.3% quarter-over-quarter.
- 42 funds opened new Brookfield positions in Q2 2017 and 29 closed out, a net change of +13 holders.
- The largest Brookfield buyer in Q2 2017 was Fidelity Investments, an estimated $150M added.
- The largest Brookfield seller in Q2 2017 was 1832 Asset Management, an estimated $278M sold.
Based on aggregated 13F filings for Q2 2017.