We are live on ! Find out more
BNRE.A

Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares

Delisted

BNRE.A was delisted on the 29th of August, 2024.

26 hedge funds and large institutions have $333M invested in Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $305M → $333M (+$28M)

13% less funds holding

Funds holding: 3026 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
2
Increased
3
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$307M +$21.6M +533,470 +8%
UBS Group
2
UBS Group
Switzerland
$10.4M +$3.78M +93,308 +60%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.16M
TCM
4
Tandem Capital Management
New Jersey
$3.74M
LIM
5
Leavell Investment Management
Alabama
$2.21M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.42M
HKAM
7
Horizon Kinetics Asset Management
New York
$797K -$11.1K -273 -1%
PCP
8
Proficio Capital Partners
Massachusetts
$752K
HighTower Advisors
9
HighTower Advisors
Illinois
$541K -$42.1K -1,039 -7%
CS
10
Cannell & Spears
New York
$536K
TGAM
11
TBH Global Asset Management
Tennessee
$482K +$40 +1 +0%
Morgan Stanley
12
Morgan Stanley
New York
$387K -$782K -19,302 -67%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$286K -$28.7K -708 -9%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$86.2K +$85K +2,098 New
NS
15
NBC Securities
Alabama
$52K
WT
16
Whittier Trust
California
$30.9K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$10.9K -$8.87K -219 -46%
GWMI
18
Guardian Wealth Management (Illinois)
Illinois
$9.02K
Osaic Holdings
19
Osaic Holdings
Arizona
$7.56K -$40.8K -1,007 -85%
HFS
20
Hantz Financial Services
Michigan
$6K
GRP
21
Global Retirement Partners
California
$5.44K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$2K
Toronto Dominion Bank
23
Toronto Dominion Bank
Ontario, Canada
$1.91K -$7.25M -178,939 -100%
SS
24
Sunbelt Securities
Texas
$708
TRCT
25
Tower Research Capital (TRC)
New York
$374 -$2.71K -67 -88%

BNRE.A Hedge Fund Activity: Q1 2024 in Review

26 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares (BNRE.A) for Q1 2024, worth a combined $333M — up 9.2% from $305M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BNRE.A and 2 opened new positions — a net loss of 4 holders — while 8 trimmed existing stakes and 3 added.

The largest buyer was Partners Value Investments, adding an estimated $21.6M. The largest seller was Toronto Dominion Bank, cutting an estimated $7.25M.

  • 26 institutional investors held Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares (BNRE.A) as of Q1 2024, down from 30 in Q4 2023.
  • Funds reported $333M of Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares stock for Q1 2024, up 9.2% quarter-over-quarter.
  • 2 funds opened new Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares positions in Q1 2024 and 6 closed out, a net change of -4 holders.
  • The largest Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares buyer in Q1 2024 was Partners Value Investments, an estimated $21.6M added.
  • The largest Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares seller in Q1 2024 was Toronto Dominion Bank, an estimated $7.25M sold.

Based on aggregated 13F filings for Q1 2024.