Brookfield
682 hedge funds and large institutions have $42.1B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 221 increasing their positions, 231 reducing their positions, and 50 closing their positions.
216% more call options, than puts
Call options by funds: $71.8M | Put options by funds: $22.7M
46% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 50
2% more funds holding
Funds holding: 669 → 682 (+13)
2% more capital invested
Capital invested by funds: $41.4B → $42.1B (+$705M)
0% more funds holding in top 10
Funds holding in top 10: 51 → 51 (0)
4% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 231
7.66% less ownership
Funds ownership: 99.25% → 91.59% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$154M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$101M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$81.2M |
| 4 |
CS
Cannell & Spears
New York
|
+$79.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$270M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$160M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$130M |
| 4 |
Aristotle Capital Management
Los Angeles,
California
|
-$113M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$108M |
BN Hedge Fund Activity: Q1 2024 in Review
682 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Brookfield (BN) for Q1 2024, worth a combined $42.1B — up 1.7% from $41.4B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new BN positions and 50 closed out — a net gain of 23 holders — while 221 added to existing stakes and 231 trimmed.
The largest buyer was Fidelity International, adding an estimated $154M. The largest seller was Neuberger Berman Group, cutting an estimated $270M.
- 682 institutional investors held Brookfield (BN) as of Q1 2024, up from 669 in Q4 2023.
- Funds reported $42.1B of Brookfield stock for Q1 2024, up 1.7% quarter-over-quarter.
- 73 funds opened new Brookfield positions in Q1 2024 and 50 closed out, a net change of +23 holders.
- The largest Brookfield buyer in Q1 2024 was Fidelity International, an estimated $154M added.
- The largest Brookfield seller in Q1 2024 was Neuberger Berman Group, an estimated $270M sold.
Based on aggregated 13F filings for Q1 2024.