Ranked by reported Q1 2024 13F market value
Share of total reported institutional value in BNJ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 10K | $162 | β | 0.000% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BNJ β a direct measure of their conviction.
Filings activity in BNJ during Q1 2024, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2024 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | 100% |
| Q2 2021 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | +2.1% |
| Q1 2021 | 1 | +0.0% | 0.00% | +0.00 pp | $0M | 5.8% |
| Q4 2020 | 1 | 94% | 0.00% | 0.02 pp | $0M | 98% |
| Q1 2018 | 17 | +13% | 0.02% | +0.00 pp | $6M | 4.5% |
| Q4 2017 | 15 | +36% | 0.02% | +0.00 pp | $7M | +1.6% |
| Q3 2017 | 11 | +10% | 0.02% | +0.00 pp | $7M | 0.4% |
| Q2 2017 | 10 | β | 0.02% | β | $7M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BNJ stock.
Based on Q1 2024 13F filings, institutional ownership of Brookfield Finance Inc. 4.50% P stands at 0.0%, held across 1 reporting institutions.
Ethos Financial Group, LLC is the largest reported institutional holder of BNJ, with approximately 10,000 shares worth $0.00B as of Q1 2024.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BNJ.
Our composite Smart Money Score for BNJ is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
1 institutions opened new positions in BNJ during Q1 2024, while 1 fully exited. 0 added to existing positions and 0 trimmed.
BNJ institutional ownership rose by 0.00 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 100.0% of all reported 13F value in BNJ, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Brookfield Finance Inc. 4.50% P (BNJ) Institutional Ownership