BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

97 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions Ltd. in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$7.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.41M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$5.63M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$538K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$753K

Top Sellers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$0
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
CL
3
CSS LLC
Illinois
$1.46M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
KJHP
5
K.J. Harrison & Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
26
Bank of Nova Scotia
Ontario, Canada
$404K – – –
JVBC
27
J.V. Bruni & Co
Colorado
$344K -$1.73K -55 -0.5%
Millennium Management
28
Millennium Management
New York
$323K +$323K +10,272 New
Morgan Stanley
29
Morgan Stanley
New York
$297K -$76.8K -2,439 -21%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$280K +$280K +8,950 New
TWC
31
TD Waterhouse Canada
Ontario, Canada
$274K +$9.17K +290 +3%
Invesco
32
Invesco
Georgia
$250K -$8.21K -261 -3%
Vanguard Group
33
Vanguard Group
Pennsylvania
$247K -$315 -10 -0.1%
WI
34
Wintrust Investments
Illinois
$224K +$11K +350 +5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$146K -$684K -21,730 -82%
WT
36
Whittier Trust
California
$138K +$138K +4,400 New
National Bank of Canada
37
National Bank of Canada
Quebec, Canada
$134K -$13.3K -442 -9%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K -$6.86K -219 -5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$70.8K -$23K -731 -25%
UBS Group
40
UBS Group
Switzerland
$60.3K +$14.2K +451 +31%
SPIA
41
Steward Partners Investment Advisory
New York
$57.6K -$18.9K -600 -25%
Zurich Cantonal Bank
42
Zurich Cantonal Bank
Switzerland
$52.1K – – –
Toronto Dominion Bank
43
Toronto Dominion Bank
Ontario, Canada
$49.7K +$38.3K +1,216 +336%
Barclays
44
Barclays
United Kingdom
$42K -$9.89K -315 -19%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$37.6K +$37.6K +1,196 New
Wells Fargo
46
Wells Fargo
California
$35.2K -$1.22K -39 -3%
MCM
47
Moerus Capital Management
New York
$30.6K – – –
First Manhattan
48
First Manhattan
New York
$26.4K -$8.69K -276 -25%
SAM
49
Shell Asset Management
Netherlands
$24K – – –
IRAG
50
Investment Research & Advisory Group
Georgia
$19.3K – – –
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