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BNT

Brookfield Wealth Solutions
BNT

137 hedge funds and large institutions have $181M invested in Brookfield Wealth Solutions in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142 → 137 (-5)

9.21% less ownership

Funds ownership: 66.5% → 57.29% (-9.2%)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $267M → $181M (-$86.3M)

47% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 45

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
45
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAC
Cowen and Company
New York
+$5.88M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
+$2.18M
3
CL
CSS LLC
Illinois
+$732K
4
MIM
Manitou Investment Management
Ontario, Canada
+$690K
5
Squarepoint
Squarepoint
New York
+$639K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.3M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$6.24M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.87M
4
TPM
Triasima Portfolio Management
Quebec, Canada
-$2.74M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
51
Vanguard Group
Pennsylvania
$270K – – –
CS
52
Credit Suisse
Switzerland
$269K +$10K +301 +3%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$259K -$13.6K -408 -4%
ACH
54
ArrowMark Colorado Holdings
Colorado
$204K – – –
RCW
55
Rheos Capital Works
Japan
$147K – – –
UBS Group
56
UBS Group
Switzerland
$112K -$665 -20 -0.5%
SPIA
57
Steward Partners Investment Advisory
New York
$102K +$112K +3,375 +7,500%
IRAG
58
Investment Research & Advisory Group
Georgia
$100K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$96K +$25.6K +771 +31%
Lazard Asset Management
60
Lazard Asset Management
New York
$81K +$62.6K +1,884 +218%
Credit Agricole
61
Credit Agricole
France
$69K -$103K -3,104 -57%
MCM
62
Moerus Capital Management
New York
$66K – – –
Wells Fargo
63
Wells Fargo
California
$64K -$7.18K -216 -9%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$60K +$67.1K +2,019 New
SAM
65
Shell Asset Management
Netherlands
$46K +$21.9K +660 +75%
First Manhattan
66
First Manhattan
New York
$40K -$19.7K -594 -31%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$32K +$36.5K +1,097 New
Legal & General Group
68
Legal & General Group
United Kingdom
$23K -$25.9K -780 -50%
GCM
69
GoodHaven Capital Management
New Jersey
$19K – – –
BAMCO Inc
70
BAMCO Inc
New York
$17K -$680K -20,475 -97%
SMI
71
Shelter Mutual Insurance
Missouri
$17K – – –
FFH
72
Fairfax Financial Holdings
Ontario, Canada
$15K – – –
IA
73
IFP Advisors
Florida
$15K – – –
Osaic Holdings
74
Osaic Holdings
Arizona
$15K +$5.05K +152 +43%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$14K -$13K -390 -46%
1 2
3
4 5

BNT Hedge Fund Activity: Q2 2022 in Review

137 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2022, worth a combined $181M — down 32% from $267M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNT and 15 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 24 added.

The largest buyer was Cowen and Company, adding an estimated $5.88M. The largest seller was Royal Bank of Canada, cutting an estimated $19.3M.

  • 137 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $181M of Brookfield Wealth Solutions stock for Q2 2022, down 32% quarter-over-quarter.
  • 15 funds opened new Brookfield Wealth Solutions positions in Q2 2022 and 19 closed out, a net change of -4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2022 was Cowen and Company, an estimated $5.88M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2022 was Royal Bank of Canada, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2022.