Brookfield
669 hedge funds and large institutions have $41.4B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 170 increasing their positions, 261 reducing their positions, and 49 closing their positions.
129% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 49
32% more capital invested
Capital invested by funds: $31.2B → $41.4B (+$10.1B)
21% more funds holding in top 10
Funds holding in top 10: 42 → 51 (+9)
9% more funds holding
Funds holding: 616 → 669 (+53)
4.32% more ownership
Funds ownership: 94.93% → 99.25% (+4.3%)
7% more call options, than puts
Call options by funds: $62M | Put options by funds: $57.9M
35% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 261
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$1.12B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$850M |
| 3 |
SCP
Soroban Capital Partners
New York
|
+$251M |
| 4 |
Goldman Sachs
New York
|
+$223M |
| 5 |
Neuberger Berman Group
New York
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVI
Partners Value Investments
Hamilton,
Bermuda
|
-$434M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$201M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$132M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$125M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$96.7M |
BN Hedge Fund Activity: Q4 2023 in Review
669 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q4 2023, worth a combined $41.4B — up 32% from $31.2B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new BN positions and 49 closed out — a net gain of 63 holders — while 170 added to existing stakes and 261 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $1.12B. The largest seller was Partners Value Investments, cutting an estimated $434M.
- 669 institutional investors held Brookfield (BN) as of Q4 2023, up from 616 in Q3 2023.
- Funds reported $41.4B of Brookfield stock for Q4 2023, up 32% quarter-over-quarter.
- 112 funds opened new Brookfield positions in Q4 2023 and 49 closed out, a net change of +63 holders.
- The largest Brookfield buyer in Q4 2023 was Brookfield Corp, an estimated $1.12B added.
- The largest Brookfield seller in Q4 2023 was Partners Value Investments, an estimated $434M sold.
Based on aggregated 13F filings for Q4 2023.