Brookfield
666 hedge funds and large institutions have $54.2B invested in Brookfield in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 274 increasing their positions, 182 reducing their positions, and 33 closing their positions.
133% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 33
51% more repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 182
9% more funds holding in top 10
Funds holding in top 10: 69 → 75 (+6)
7% more capital invested
Capital invested by funds: $50.6B → $54.2B (+$3.54B)
5% more funds holding
Funds holding: 633 → 666 (+33)
3.26% more ownership
Funds ownership: 115.65% → 118.91% (+3.3%)
34% less call options, than puts
Call options by funds: $26.2M | Put options by funds: $39.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$7.06B |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$696M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$370M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$186M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$86.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$110M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$58.1M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$49.4M |
| 4 |
Goldman Sachs
New York
|
-$48.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$42.2M |
BN Hedge Fund Activity: Q3 2021 in Review
666 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2021, worth a combined $54.2B — up 7% from $50.6B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new BN positions and 33 closed out — a net gain of 44 holders — while 274 added to existing stakes and 182 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $7.06B. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $110M.
- 666 institutional investors held Brookfield (BN) as of Q3 2021, up from 633 in Q2 2021.
- Funds reported $54.2B of Brookfield stock for Q3 2021, up 7% quarter-over-quarter.
- 77 funds opened new Brookfield positions in Q3 2021 and 33 closed out, a net change of +44 holders.
- The largest Brookfield buyer in Q3 2021 was Brookfield Corp, an estimated $7.06B added.
- The largest Brookfield seller in Q3 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $110M sold.
Based on aggregated 13F filings for Q3 2021.