Brookfield
579 hedge funds and large institutions have $40B invested in Brookfield in 2020 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 181 increasing their positions, 176 reducing their positions, and 40 closing their positions.
165% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 40
29% more funds holding in top 10
Funds holding in top 10: 52 → 67 (+15)
24% more capital invested
Capital invested by funds: $32.3B → $40B (+$7.7B)
11% more funds holding
Funds holding: 522 → 579 (+57)
3% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 176
0.17% less ownership
Funds ownership: 64.28% → 64.12% (-0.17%)
6% less call options, than puts
Call options by funds: $17.5M | Put options by funds: $18.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$146M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$118M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$87.1M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.5M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$242M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$112M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$85.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$61.4M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$58M |
BN Hedge Fund Activity: Q4 2020 in Review
579 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2020, worth a combined $40B — up 24% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new BN positions and 40 closed out — a net gain of 66 holders — while 181 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity International, adding an estimated $146M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $242M.
- 579 institutional investors held Brookfield (BN) as of Q4 2020, up from 522 in Q3 2020.
- Funds reported $40B of Brookfield stock for Q4 2020, up 24% quarter-over-quarter.
- 106 funds opened new Brookfield positions in Q4 2020 and 40 closed out, a net change of +66 holders.
- The largest Brookfield buyer in Q4 2020 was Fidelity International, an estimated $146M added.
- The largest Brookfield seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $242M sold.
Based on aggregated 13F filings for Q4 2020.