BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$15.4M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M
3
Millennium Management
3
Millennium Management
New York
$2.11M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.16M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$9.63M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.46M
3
MIM
3
Manitou Investment Management
Ontario, Canada
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
OFG
5
OTA Financial Group
New York
$0
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 – – –
1 2
3
4 5