BNT

Brookfield Wealth Solutions Ltd.

103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions Ltd. in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
51
GoodHaven Capital Management
New Jersey
$13.7K
SMI
52
Shelter Mutual Insurance
Missouri
$13K
FFH
53
Fairfax Financial Holdings
Ontario, Canada
$11.2K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$9.99K
Osaic Holdings
55
Osaic Holdings
Arizona
$8.56K +$2.3K +71 +37%
RG
56
Retirement Group
California
$8K +$3K +93 +60%
PP
57
Pacifica Partners
Canada
$6.97K
US Bancorp
58
US Bancorp
Minnesota
$5.9K +$1.55K +47 +36%
KSWA
59
Kathleen S. Wright Associates
Pennsylvania
$4.52K
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$3.96K -$363 -11 -8%
HI
61
Harbour Investments
Wisconsin
$3.86K
IA
62
IFP Advisors
Florida
$2.82K -$2.82K -83 -50%
PGAM
63
Princeton Global Asset Management
New Jersey
$2.14K
RDIA
64
RE Dickinson Investment Advisors
Iowa
$2K
DZ Bank
65
DZ Bank
Germany
$1.73K
TRCT
66
Tower Research Capital (TRC)
New York
$1K -$45.9K -1,881 -98%
GIS
67
Grayhawk Investment Strategies
Alberta, Canada
$1K
CT
68
Clearstead Trust
Maine
$983
CCP
69
Carmel Capital Partners
California
$825 +$825 +25 New
FP
70
Financial Perspectives
Minnesota
$726
CA
71
Clearstead Advisors
Ohio
$693
AAS
72
Ameritas Advisory Services
Nebraska
$600 +$600 +18 New
FFA
73
Farther Finance Advisors
California
$561 -$66 -2 -11%
AA
74
Addison Advisors
Vermont
$495
HWA
75
Heritage Wealth Advisors
Virginia
$363