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BNRE.A

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

Delisted

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

28 hedge funds and large institutions have $325M invested in Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

8% more funds holding

Funds holding: 2628 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $333M → $325M (-$8M)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$309M
UBS Group
2
UBS Group
Switzerland
$3.97M -$6.47M -155,015 -62%
TCM
3
Tandem Capital Management
New Jersey
$3.8M -$52.6K -1,260 -1%
LIM
4
Leavell Investment Management
Alabama
$2.22M
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.42M
PCP
6
Proficio Capital Partners
Massachusetts
$991K +$234K +5,600 +31%
HKAM
7
Horizon Kinetics Asset Management
New York
$802K
HighTower Advisors
8
HighTower Advisors
Illinois
$543K
TGAM
9
TBH Global Asset Management
Tennessee
$485K
WA
10
Waverly Advisors
Alabama
$418K +$417K +10,000 New
Morgan Stanley
11
Morgan Stanley
New York
$397K +$8.43K +202 +2%
CS
12
Cannell & Spears
New York
$373K -$165K -3,960 -31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$318K +$29.1K +697 +10%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$89.2K
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$55K +$53K +1,270 +2,761%
NS
16
NBC Securities
Alabama
$53K +$42 +1 +0.1%
Bank of America
17
Bank of America
North Carolina
$50.2K +$50.1K +1,200 New
WT
18
Whittier Trust
California
$31.1K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$11K
GWMI
20
Guardian Wealth Management (Illinois)
Illinois
$9.07K
TRCT
21
Tower Research Capital (TRC)
New York
$8.28K +$7.89K +189 +2,100%
HFS
22
Hantz Financial Services
Michigan
$6K
GRP
23
Global Retirement Partners
California
$5.48K
Osaic Holdings
24
Osaic Holdings
Arizona
$2.77K -$4.84K -116 -64%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$2K

BNRE.A Hedge Fund Activity: Q2 2024 in Review

28 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares (BNRE.A) for Q2 2024, worth a combined $325M — down 2.4% from $333M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BNRE.A positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $417K. The largest seller was UBS Group, cutting an estimated $6.47M.

  • 28 institutional investors held Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares (BNRE.A) as of Q2 2024, up from 26 in Q1 2024.
  • Funds reported $325M of Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 3 funds opened new Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares positions in Q2 2024 and 1 closed out, a net change of +2 holders.
  • The largest Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares buyer in Q2 2024 was Waverly Advisors, an estimated $417K added.
  • The largest Brookfield Reinsurance Ltd. Class A-1 Exchangeable Non-Voting Shares seller in Q2 2024 was UBS Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q2 2024.