BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

94 hedge funds and large institutions have $160M invested in Brookfield Wealth Solutions Ltd. in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
21
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.35M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.04M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.33M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$0
2
PVI
2
Partners Value Investments
Bermuda
$29.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$6.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$463K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$647K +$88.3K +2,188 +16%
Swiss National Bank
27
Swiss National Bank
Switzerland
$581K -$68.1K -1,700 -10%
Goldman Sachs
28
Goldman Sachs
New York
$500K +$500K +12,387 New
CS
29
Credit Suisse
Switzerland
$475K -$48.4K -914 -9%
Mackenzie Financial
30
Mackenzie Financial
Ontario, Canada
$463K -$927K -23,165 -67%
JVBC
31
J.V. Bruni & Co
Colorado
$440K -$1.74K -43 -0.4%
NIM
32
Needham Investment Management
New York
$323K +$323K +8,000 New
Invesco
33
Invesco
Georgia
$310K -$10.8K -267 -3%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$283K -$158K -3,103 -36%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$272K +$272K +6,733 New
WI
36
Wintrust Investments
Illinois
$267K -$20.2K -500 -7%
Vanguard Group
37
Vanguard Group
Pennsylvania
$237K -$79.9K -1,978 -25%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$225K +$53.7K +1,390 +31%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$187K -$121 -3 -0.1%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K -$16.9K -424 -10%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$94.2K +$3.39K +84 +4%
UBS Group
42
UBS Group
Switzerland
$78.6K +$1.21K +30 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$67.8K -$6.06K -150 -8%
Wells Fargo
44
Wells Fargo
California
$58.3K +$13.4K +334 +30%
Barclays
45
Barclays
United Kingdom
$54K -$366 -9 -0.7%
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$52.6K -$14.3K -353 -21%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$52.4K +$52.4K +1,305 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$48.1K – – –
First Manhattan
49
First Manhattan
New York
$47.4K +$13.6K +337 +40%
MCM
50
Moerus Capital Management
New York
$39.2K – – –
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