BNT

Brookfield Wealth Solutions Ltd.

96 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions Ltd. in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
36
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Toronto Dominion Bank
51
Toronto Dominion Bank
Ontario, Canada
$12K 362 -94 -21%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$9.86K 291 -12 -4%
Osaic Holdings
53
Osaic Holdings
Arizona
$8.92K 267 +3 +1%
RG
54
Retirement Group
California
$8.23K 243 -5 -2%
PP
55
Pacifica Partners
Canada
$7.36K 221 -1 -0.5%
Bessemer Group
56
Bessemer Group
New Jersey
$6K 173 +173 New
US Bancorp
57
US Bancorp
Minnesota
$4.2K 124 -55 -31%
HI
58
Harbour Investments
Wisconsin
$3.96K 117
KSWA
59
Kathleen S. Wright Associates
Pennsylvania
$2.54K 75 -62 -45%
IA
60
IFP Advisors
Florida
$2.47K 73 -10 -12%
PGAM
61
Princeton Global Asset Management
New Jersey
$2.2K 65
RDIA
62
RE Dickinson Investment Advisors
Iowa
$2K 58
DZ Bank
63
DZ Bank
Germany
$1.79K 53
CT
64
Clearstead Trust
Maine
$983 29
GIS
65
Grayhawk Investment Strategies
Alberta, Canada
$852 19
CCP
66
Carmel Capital Partners
California
$847 25
Citigroup
67
Citigroup
New York
$779 23 -15,507 -100%
FP
68
Financial Perspectives
Minnesota
$745 22
CA
69
Clearstead Advisors
Ohio
$712 21
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$575 17 -103 -86%
AA
71
Addison Advisors
Vermont
$508 15
HWA
72
Heritage Wealth Advisors
Virginia
$440 13 +2 +18%
FFA
73
Farther Finance Advisors
California
$406 12 -5 -29%
QC
74
Quent Capital
New York
$372 11
CFGS
75
Concourse Financial Group Securities
Alabama
$342 10