Brookfield
461 hedge funds and large institutions have $29B invested in Brookfield in 2019 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 144 reducing their positions, and 41 closing their positions.
39% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 41
21% more capital invested
Capital invested by funds: $23.9B → $29B (+$5.11B)
10% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 144
4% more funds holding in top 10
Funds holding in top 10: 56 → 58 (+2)
2% more funds holding
Funds holding: 450 → 461 (+11)
0.21% less ownership
Funds ownership: 182.26% → 182.06% (-0.21%)
94% less call options, than puts
Call options by funds: $4.14M | Put options by funds: $69.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$98.2M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$84.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$66.3M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
SQ Advisors
Naples,
Florida
|
-$199M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$133M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$117M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51.1M |
| 5 |
TAM
Third Avenue Management
New York
|
-$44M |
BN Hedge Fund Activity: Q1 2019 in Review
461 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2019, worth a combined $29B — up 21% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BN positions and 41 closed out — a net gain of 16 holders — while 159 added to existing stakes and 144 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $133M. The largest seller was SQ Advisors, cutting an estimated $199M.
- 461 institutional investors held Brookfield (BN) as of Q1 2019, up from 450 in Q4 2018.
- Funds reported $29B of Brookfield stock for Q1 2019, up 21% quarter-over-quarter.
- 57 funds opened new Brookfield positions in Q1 2019 and 41 closed out, a net change of +16 holders.
- The largest Brookfield buyer in Q1 2019 was Fidelity Investments, an estimated $133M added.
- The largest Brookfield seller in Q1 2019 was SQ Advisors, an estimated $199M sold.
Based on aggregated 13F filings for Q1 2019.