BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

116 hedge funds and large institutions have $146M invested in Brookfield Wealth Solutions Ltd. in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 38 reducing their positions, and 26 closing their positions.

Holders
116
Holders Change
-21
Holders Change %
-15.33%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$11.5M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$1.68M
3
OFG
3
OTA Financial Group
New York
$1.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.52M
5
CAC
5
Cowen and Company
New York
$6.94M

Top Sellers

1
WCA
1
Waratah Capital Advisors
Ontario, Canada
$0
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$0
3
MIM
3
Manitou Investment Management
Ontario, Canada
$8.66M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
26
OTA Financial Group
New York
$1.11M 27,174 +27,174 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.05M 25,665 -6,722 -21%
Swiss National Bank
28
Swiss National Bank
Switzerland
$920K 22,300 – –
Two Sigma Advisers
29
Two Sigma Advisers
New York
$916K 22,400 -14,700 -40%
MCI
30
McDonald Capital Investors
California
$894K 21,854 – –
Two Sigma Investments
31
Two Sigma Investments
New York
$765K 18,700 -22,800 -55%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$748K 13,263 +1,138 +9%
Fidelity International
33
Fidelity International
Bermuda
$712K 17,398 +853 +5%
NEI
34
Northwest & Ethical Investments
Ontario, Canada
$701K 17,136 -1,020 -6%
BRIM
35
Broad Run Investment Management
Virginia
$643K 15,721 – –
Bank of America
36
Bank of America
North Carolina
$641K 15,672 +5,955 +61%
Citadel Advisors
37
Citadel Advisors
Florida
$622K 15,201 +2,245 +17%
BAM
38
Burgundy Asset Management
Ontario, Canada
$518K 12,648 -725 -5%
LP
39
LMR Partners
United Kingdom
$498K 12,188 – –
JVBC
40
J.V. Bruni & Co
Colorado
$455K 11,114 +902 +9%
SC
41
Scotia Capital
Ontario, Canada
$437K 10,693 -10,585 -50%
CS
42
Credit Suisse
Switzerland
$314K 7,699 +1,649 +27%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$275K 6,733 – –
Geode Capital Management
44
Geode Capital Management
Massachusetts
$255K 6,240 -1,078 -15%
SPIA
45
Steward Partners Investment Advisory
New York
$250K 6,115 +3,835 +168%
Vanguard Group
46
Vanguard Group
Pennsylvania
$247K 6,048 – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$241K 5,848 +15 +0.3%
WC
48
Wexford Capital
Florida
$236K 5,768 +5,768 New
Goldman Sachs
49
Goldman Sachs
New York
$220K 5,374 -1,694 -24%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$201K 4,916 -2,459 -33%
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