Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BROOKFIELD BUSINESS PARTNERS (BBU)

65 + Investors. Track Smart Money conviction in BBU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — BBU

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BBU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
65 hedge funds hold BBU right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

27 buying28 selling
Last quarter: 28 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 8 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 15% medium ■ 17% new
44 out of 65 hedge funds have held BBU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

8 → 5 → 8 → 11 → 8 new funds/Q
New funds entering each quarter: 5 → 8 → 11 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 6% 1-2yr ■ 26% new
Of 65 current holders: 44 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
11 of 65 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BBU

How many hedge funds hold BBU — quarterly history vs. share price
Quarterly hedge fund ownership of BBU vs. share price

Market Analysis: BBU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: BBU
2026 Q1 Stats Unlock in 14 days 65 + Investors

Track Smart Money conviction in BBU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 65 -
13F Shares 76M 76M 0.09%
Total Value $2.68B $2.48B 8.03%
New Positions 8 11 -3
Increased Positions 20 17 +3
Closed Positions 7 8 -1
Reduced Positions 21 20 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

65 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BBU. Verified SEC 13F-HR filings.

Top 25 institutional holders of BBU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PCJ Investment Counsel Ltd. 10.18% 1,163,486 $41.2M
2 OMERS ADMINISTRATION Corp 3.02% 12,039,362 $423.8M
3 BROOKFIELD Corp /ON/ 1.91% 43,708,285 $1.54B
4 Partners Value Investments L.P. 1.46% 4,449,109 $156.6M
5 Alpine Global Management, LLC 1.14% 189,305 $6.7M
6 Cardinal Point Capital Management ULC 0.55% 236,389 $8.4M
7 CREDIT INDUSTRIEL ET COMMERCIAL 0.53% 194,668 $6.9M
8 Gold Investment Management Ltd. 0.51% 45,074 $1.6M
9 TANDEM CAPITAL MANAGEMENT CORP /ADV 0.47% 29,567 $1.0M
10 CI INVESTMENTS INC. 0.34% 2,225,532 $78.3M
11 TD Waterhouse Canada Inc. 0.23% 1,092,963 $37.5M
12 PICTON MAHONEY ASSET MANAGEMENT 0.17% 627,777 $22.2M
13 Beutel, Goodman & Co Ltd. 0.13% 584,663 $20.7M
14 ROYAL BANK OF CANADA 0.03% 5,925,499 $208.6M
15 CSS LLC/IL 0.03% 16,759 $590K
16 BBR PARTNERS, LLC 0.02% 10,277 $362K
17 AGF MANAGEMENT LTD 0.02% 117,066 $4.1M
18 STATE OF WISCONSIN INVESTMENT BOARD 0.01% 186,562 $6.6M
19 Northwest & Ethical Investments L.P. 0.01% 17,616 $626K
20 Alberta Investment Management Corp 0.01% 122,814 $4.3M
21 TORONTO DOMINION BANK 0.01% 215,063 $7.6M
22 Federation des caisses Desjardins du Quebec 0.01% 83,248 $2.9M
23 CIBC WORLD MARKET INC. 0.01% 167,700 $5.9M
24 HRT FINANCIAL LP 0.01% 73,620 $2.6M
25 BANK OF MONTREAL /CAN/ 0.01% 643,920 $22.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BROOKFIELD BUSINESS PARTNERS (BBU)

What does the Smart Money Trend signal show for BBU?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BBU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BBU?

More sellers than buyers — 49% buying: Last quarter: 28 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBU holders?

Smaller funds dominant — 10% AUM from top-100: 11 of 65 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BBU?

68% of holders stayed for 2+ years: 44 out of 65 hedge funds have held BBU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.