BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

94 hedge funds and large institutions have $160M invested in Brookfield Wealth Solutions Ltd. in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
21
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.35M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.04M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.33M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$0
2
PVI
2
Partners Value Investments
Bermuda
$29.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$6.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$463K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
51
Shell Asset Management
Netherlands
$25K -$5.83K -146 -19%
IRAG
52
Investment Research & Advisory Group
Georgia
$23.3K – – –
NS
53
NBC Securities
Alabama
$18K +$3.14K +79 +21%
GCM
54
GoodHaven Capital Management
New Jersey
$16.6K -$121 -3 -0.7%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$11.4K -$323 -8 -3%
RG
56
Retirement Group
California
$9.33K -$283 -7 -3%
PP
57
Pacifica Partners
Canada
$7.82K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$7K – – –
HI
59
Harbour Investments
Wisconsin
$4.72K – – –
Osaic Holdings
60
Osaic Holdings
Arizona
$3.72K -$1.13K -28 -23%
KSWA
61
Kathleen S. Wright Associates
Pennsylvania
$2.91K -$121 -3 -4%
US Bancorp
62
US Bancorp
Minnesota
$2.83K – – –
DZ Bank
63
DZ Bank
Germany
$2.12K – – –
RDIA
64
RE Dickinson Investment Advisors
Iowa
$2K – – –
NFA
65
Northwest Financial Advisors
Virginia
$1.77K +$1.77K +44 New
TRCT
66
Tower Research Capital (TRC)
New York
$1.64K -$4.28K -107 -72%
SA
67
Scarborough Advisors
Maryland
$1.25K +$1.25K +31 New
CT
68
Clearstead Trust
Maine
$1.17K – – –
GIS
69
Grayhawk Investment Strategies
Alberta, Canada
$1.01K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K -$739 -17 -43%
FP
71
Financial Perspectives
Minnesota
$888 – – –
CA
72
Clearstead Advisors
Ohio
$808 -$889 -22 -52%
CQS
73
Credential Qtrade Securities
$640 +$160 +4 +33%
AA
74
Addison Advisors
Vermont
$606 – – –
HWA
75
Heritage Wealth Advisors
Virginia
$525 – – –
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3
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