Brookfield
574 hedge funds and large institutions have $27.8B invested in Brookfield in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 203 increasing their positions, 208 reducing their positions, and 79 closing their positions.
21% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $14.2M
0.6% more ownership
Funds ownership: 63.26% → 63.86% (+0.6%)
2% less repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 208
4% less funds holding
Funds holding: 598 → 574 (-24)
10% less funds holding in top 10
Funds holding in top 10: 69 → 62 (-7)
18% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 79
25% less capital invested
Capital invested by funds: $37.1B → $27.8B (-$9.28B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$362M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$163M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$156M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$145M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$237M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$213M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$191M |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$184M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$130M |
BN Hedge Fund Activity: Q1 2020 in Review
574 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2020, worth a combined $27.8B — down 25% from $37.1B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of BN and 65 opened new positions — a net loss of 14 holders — while 208 trimmed existing stakes and 203 added.
The largest buyer was TD Asset Management, adding an estimated $362M. The largest seller was Capital World Investors, cutting an estimated $237M.
- 574 institutional investors held Brookfield (BN) as of Q1 2020, down from 598 in Q4 2019.
- Funds reported $27.8B of Brookfield stock for Q1 2020, down 25% quarter-over-quarter.
- 65 funds opened new Brookfield positions in Q1 2020 and 79 closed out, a net change of -14 holders.
- The largest Brookfield buyer in Q1 2020 was TD Asset Management, an estimated $362M added.
- The largest Brookfield seller in Q1 2020 was Capital World Investors, an estimated $237M sold.
Based on aggregated 13F filings for Q1 2020.