BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

96 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions Ltd. in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$1.43M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$10.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266K
4
WI
4
Wintrust Investments
Illinois
$229K
5
CS
5
Credit Suisse
Switzerland
$464K

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$4.31M
2
CAC
2
Cowen and Company
New York
$1.88M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
26
Credit Suisse
Switzerland
$464K +$93.7K +2,090 +25%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$434K – – –
Two Sigma Investments
28
Two Sigma Investments
New York
$411K -$1.06M -31,308 -72%
Bank of America
29
Bank of America
North Carolina
$402K -$235K -6,942 -37%
Morgan Stanley
30
Morgan Stanley
New York
$402K -$399K -11,793 -50%
JVBC
31
J.V. Bruni & Co
Colorado
$372K -$2.17K -64 -0.6%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$347K +$9.66K +233 +3%
Invesco
33
Invesco
Georgia
$278K -$19.3K -571 -7%
Vanguard Group
34
Vanguard Group
Pennsylvania
$266K +$266K +7,858 New
WI
35
Wintrust Investments
Illinois
$229K +$229K +6,771 New
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$164K +$81.7K +2,436 +100%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K -$6.35K -189 -4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$101K +$542 +16 +0.5%
SPIA
39
Steward Partners Investment Advisory
New York
$82.3K – – –
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$68.7K -$996K -29,424 -94%
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$56.1K – – –
Barclays
42
Barclays
United Kingdom
$56K +$56K +1,653 New
UBS Group
43
UBS Group
Switzerland
$49.6K -$20.8K -615 -30%
Wells Fargo
44
Wells Fargo
California
$39.3K -$1.96K -58 -5%
First Manhattan
45
First Manhattan
New York
$37.7K +$15K +443 +66%
MCM
46
Moerus Capital Management
New York
$32.9K – – –
SAM
47
Shell Asset Management
Netherlands
$26K – – –
IRAG
48
Investment Research & Advisory Group
Georgia
$18.9K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$17.2K +$15.8K +466 +1,137%
GCM
50
GoodHaven Capital Management
New Jersey
$14K -$34 -1 -0.2%
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