Brookfield Wealth Solutions
110 hedge funds and large institutions have $87.1M invested in Brookfield Wealth Solutions in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 26 closing their positions.
5% less funds holding
Funds holding: 116 → 110 (-6)
12.56% less ownership
Funds ownership: 50.73% → 38.17% (-13%)
15% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 26
40% less capital invested
Capital invested by funds: $146M → $87.1M (-$59M)
46% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 35
Top Buyers
Top Sellers
BNT Hedge Fund Activity: Q4 2022 in Review
110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2022, worth a combined $87.1M — down 40% from $146M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of BNT and 22 opened new positions — a net loss of 4 holders — while 35 trimmed existing stakes and 19 added.
The largest buyer was Montrusco Bolton Investments, adding an estimated $9.24M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), exiting entirely with an estimated $12.9M sold.
- 110 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2022, down from 116 in Q3 2022.
- Funds reported $87.1M of Brookfield Wealth Solutions stock for Q4 2022, down 40% quarter-over-quarter.
- 22 funds opened new Brookfield Wealth Solutions positions in Q4 2022 and 26 closed out, a net change of -4 holders.
- The largest Brookfield Wealth Solutions buyer in Q4 2022 was Montrusco Bolton Investments, an estimated $9.24M added.
- The largest Brookfield Wealth Solutions seller in Q4 2022 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2022.