BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

97 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions Ltd. in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$7.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.41M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$5.63M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$538K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$753K

Top Sellers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$0
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
CL
3
CSS LLC
Illinois
$1.46M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
KJHP
5
K.J. Harrison & Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
51
GoodHaven Capital Management
New Jersey
$13K 414 – –
NS
52
NBC Securities
Alabama
$11K 374 +374 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$9.16K 291 – –
RG
54
Retirement Group
California
$7.49K 238 -5 -2%
PP
55
Pacifica Partners
Canada
$6.6K 221 – –
Group One Trading
56
Group One Trading
Illinois
$5.22K 166 +166 New
Bessemer Group
57
Bessemer Group
New Jersey
$5K 173 – –
TRCT
58
Tower Research Capital (TRC)
New York
$4.62K 148 -359 -71%
Osaic Holdings
59
Osaic Holdings
Arizona
$3.77K 120 -147 -55%
HI
60
Harbour Investments
Wisconsin
$3.68K 117 – –
KSWA
61
Kathleen S. Wright Associates
Pennsylvania
$2.36K 75 – –
US Bancorp
62
US Bancorp
Minnesota
$2.2K 70 -54 -44%
PGAM
63
Princeton Global Asset Management
New Jersey
$2.05K 65 – –
RDIA
64
RE Dickinson Investment Advisors
Iowa
$2K 58 – –
IA
65
IFP Advisors
Florida
$1.89K 60 -13 -18%
DZ Bank
66
DZ Bank
Germany
$1.66K 53 – –
CA
67
Clearstead Advisors
Ohio
$1.32K 42 +21 +100%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$1K 40 +37 +1,233%
CT
69
Clearstead Trust
Maine
$983 29 – –
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$849 27 +10 +59%
GIS
71
Grayhawk Investment Strategies
Alberta, Canada
$807 19 – –
FP
72
Financial Perspectives
Minnesota
$692 22 – –
CCP
73
Carmel Capital Partners
California
$661 21 -4 -16%
Citigroup
74
Citigroup
New York
$502 16 -7 -30%
AA
75
Addison Advisors
Vermont
$473 15 – –
1 2
3
4 5