Brookfield
737 hedge funds and large institutions have $60.5B invested in Brookfield in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 224 increasing their positions, 229 reducing their positions, and 41 closing their positions.
202% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 41
15% more funds holding in top 10
Funds holding in top 10: 75 → 86 (+11)
12% more capital invested
Capital invested by funds: $54.2B → $60.5B (+$6.35B)
11% more funds holding
Funds holding: 666 → 737 (+71)
0.52% less ownership
Funds ownership: 118.91% → 118.39% (-0.52%)
2% less repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 229
67% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $81.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$712M |
| 2 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$124M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$77.9M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$67.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$58.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$474M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$342M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$247M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$126M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$99.1M |
BN Hedge Fund Activity: Q4 2021 in Review
737 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2021, worth a combined $60.5B — up 12% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new BN positions and 41 closed out — a net gain of 83 holders — while 224 added to existing stakes and 229 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $712M. The largest seller was Bank of Montreal, cutting an estimated $474M.
- 737 institutional investors held Brookfield (BN) as of Q4 2021, up from 666 in Q3 2021.
- Funds reported $60.5B of Brookfield stock for Q4 2021, up 12% quarter-over-quarter.
- 124 funds opened new Brookfield positions in Q4 2021 and 41 closed out, a net change of +83 holders.
- The largest Brookfield buyer in Q4 2021 was Wellington Management Group, an estimated $712M added.
- The largest Brookfield seller in Q4 2021 was Bank of Montreal, an estimated $474M sold.
Based on aggregated 13F filings for Q4 2021.