Brookfield
688 hedge funds and large institutions have $41.6B invested in Brookfield in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 227 increasing their positions, 249 reducing their positions, and 59 closing their positions.
4% more funds holding in top 10
Funds holding in top 10: 71 → 74 (+3)
1.53% more ownership
Funds ownership: 118.78% → 120.3% (+1.5%)
9% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 249
4% less funds holding
Funds holding: 716 → 688 (-28)
7% less capital invested
Capital invested by funds: $44.7B → $41.6B (-$3.1B)
29% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 59
43% less call options, than puts
Call options by funds: $38.5M | Put options by funds: $67.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$554M |
| 2 |
Millennium Management
New York
|
+$130M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$126M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$122M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$71.6M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$71.4M |
| 3 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
-$69.5M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$60.4M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$48.6M |
BN Hedge Fund Activity: Q3 2022 in Review
688 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q3 2022, worth a combined $41.6B — down 6.9% from $44.7B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of BN and 42 opened new positions — a net loss of 17 holders — while 249 trimmed existing stakes and 227 added.
The largest buyer was Bank of Montreal, adding an estimated $554M. The largest seller was Capital International Investors, cutting an estimated $71.6M.
- 688 institutional investors held Brookfield (BN) as of Q3 2022, down from 716 in Q2 2022.
- Funds reported $41.6B of Brookfield stock for Q3 2022, down 6.9% quarter-over-quarter.
- 42 funds opened new Brookfield positions in Q3 2022 and 59 closed out, a net change of -17 holders.
- The largest Brookfield buyer in Q3 2022 was Bank of Montreal, an estimated $554M added.
- The largest Brookfield seller in Q3 2022 was Capital International Investors, an estimated $71.6M sold.
Based on aggregated 13F filings for Q3 2022.