Brookfield Wealth Solutions
142 hedge funds and large institutions have $267M invested in Brookfield Wealth Solutions in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 29 closing their positions.
0.1% more ownership
Funds ownership: 66.4% → 66.5% (+0.1%)
10% less funds holding
Funds holding: 157 → 142 (-15)
12% less capital invested
Capital invested by funds: $304M → $267M (-$36.5M)
27% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 41
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$13.3M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
+$6.17M |
| 3 |
Millennium Management
New York
|
+$5.23M |
| 4 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$2.71M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAMCO Inc
New York
|
-$22.7M |
| 2 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$5.8M |
| 3 |
Morgan Stanley
New York
|
-$3.85M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$3.77M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$1.54M |
BNT Hedge Fund Activity: Q1 2022 in Review
142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2022, worth a combined $267M — down 12% from $304M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BNT and 18 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 30 added.
The largest buyer was Royal Bank of Canada, adding an estimated $13.3M. The largest seller was BAMCO Inc, cutting an estimated $22.7M.
- 142 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2022, down from 157 in Q4 2021.
- Funds reported $267M of Brookfield Wealth Solutions stock for Q1 2022, down 12% quarter-over-quarter.
- 18 funds opened new Brookfield Wealth Solutions positions in Q1 2022 and 29 closed out, a net change of -11 holders.
- The largest Brookfield Wealth Solutions buyer in Q1 2022 was Royal Bank of Canada, an estimated $13.3M added.
- The largest Brookfield Wealth Solutions seller in Q1 2022 was BAMCO Inc, an estimated $22.7M sold.
Based on aggregated 13F filings for Q1 2022.