Brookfield
631 hedge funds and large institutions have $50.3B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 173 increasing their positions, 373 reducing their positions, and 45 closing their positions.
71% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 45
15% more capital invested
Capital invested by funds: $43.9B → $50.3B (+$6.45B)
5% more funds holding
Funds holding: 602 → 631 (+29)
5% more funds holding in top 10
Funds holding in top 10: 65 → 68 (+3)
6.11% less ownership
Funds ownership: 121.27% → 115.16% (-6.1%)
40% less call options, than puts
Call options by funds: $26.5M | Put options by funds: $44.5M
54% less repeat investments, than reductions
Existing positions increased: 173 | Existing positions reduced: 373
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$282M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$221M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$205M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$196M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$311M |
| 2 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$223M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$162M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$121M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$113M |
BN Hedge Fund Activity: Q2 2021 in Review
631 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2021, worth a combined $50.3B — up 15% from $43.9B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BN positions and 45 closed out — a net gain of 32 holders — while 173 added to existing stakes and 373 trimmed.
The largest buyer was Capital International Investors, adding an estimated $282M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $311M.
- 631 institutional investors held Brookfield (BN) as of Q2 2021, up from 602 in Q1 2021.
- Funds reported $50.3B of Brookfield stock for Q2 2021, up 15% quarter-over-quarter.
- 77 funds opened new Brookfield positions in Q2 2021 and 45 closed out, a net change of +32 holders.
- The largest Brookfield buyer in Q2 2021 was Capital International Investors, an estimated $282M added.
- The largest Brookfield seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $311M sold.
Based on aggregated 13F filings for Q2 2021.