BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions Ltd. in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$15.4M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M
3
Millennium Management
3
Millennium Management
New York
$2.11M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.16M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$9.63M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.46M
3
MIM
3
Manitou Investment Management
Ontario, Canada
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
26
K.J. Harrison & Partners
Ontario, Canada
$710K +$6.54K +200 +0.9%
Swiss National Bank
27
Swiss National Bank
Switzerland
$696K -$78.4K -2,400 -10%
Bank of America
28
Bank of America
North Carolina
$621K +$253K +7,669 +69%
BRIM
29
Broad Run Investment Management
Virginia
$518K – – –
Citigroup
30
Citigroup
New York
$507K +$506K +15,478 +29,765%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$470K +$183K +5,600 +64%
Marshall Wace
32
Marshall Wace
United Kingdom
$453K +$155K +4,695 +52%
Bank of Nova Scotia
33
Bank of Nova Scotia
Ontario, Canada
$423K +$423K +12,825 New
Citadel Advisors
34
Citadel Advisors
Florida
$383K -$292K -8,849 -43%
CS
35
Credit Suisse
Switzerland
$366K +$29.6K +670 +9%
JVBC
36
J.V. Bruni & Co
Colorado
$365K -$1.35K -41 -0.4%
TWC
37
TD Waterhouse Canada
Ontario, Canada
$336K -$129K -3,140 -28%
Invesco
38
Invesco
Georgia
$289K +$289K +8,776 New
FDCDDQ
39
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K -$17.5K -539 -10%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$98K +$11.5K +347 +13%
SPIA
41
Steward Partners Investment Advisory
New York
$80.1K -$66 -2 -0.1%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$79.6K +$79.6K +2,447 New
UBS Group
43
UBS Group
Switzerland
$68.6K -$11K -334 -14%
Zurich Cantonal Bank
44
Zurich Cantonal Bank
Switzerland
$54.6K – – –
Wells Fargo
45
Wells Fargo
California
$39.9K -$425 -13 -1%
MCM
46
Moerus Capital Management
New York
$32K – – –
SAM
47
Shell Asset Management
Netherlands
$25K – – –
First Manhattan
48
First Manhattan
New York
$22.1K -$2.24K -68 -9%
IRAG
49
Investment Research & Advisory Group
Georgia
$19K – – –
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$15K -$1.05K -32 -7%
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