Brookfield
633 hedge funds and large institutions have $50.6B invested in Brookfield in 2021 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 173 increasing their positions, 375 reducing their positions, and 44 closing their positions.
75% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 44
15% more capital invested
Capital invested by funds: $44B → $50.6B (+$6.67B)
6% more funds holding in top 10
Funds holding in top 10: 65 → 69 (+4)
5% more funds holding
Funds holding: 603 → 633 (+30)
5.62% less ownership
Funds ownership: 121.27% → 115.65% (-5.6%)
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: 375
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 |
Fidelity International
Hamilton,
Bermuda
|
-$162M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$121M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$113M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$77.9M |
BN Hedge Fund Activity: Q2 2021 in Review
633 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q2 2021, worth a combined $50.6B — up 15% from $44B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BN positions and 44 closed out — a net gain of 33 holders — while 173 added to existing stakes and 375 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.
- 633 institutional investors held Brookfield (BN) as of Q2 2021, up from 603 in Q1 2021.
- Funds reported $50.6B of Brookfield stock for Q2 2021, up 15% quarter-over-quarter.
- 77 funds opened new Brookfield positions in Q2 2021 and 44 closed out, a net change of +33 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.