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BNT

Brookfield Wealth Solutions
BNT

199 hedge funds and large institutions have $240M invested in Brookfield Wealth Solutions in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+199
Holders Change %
–
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
199
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$15.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$10.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
76
Raymond James & Associates
Florida
$339K +$381K +10,014 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$332K +$364K +9,578 New
BMO
78
Beck Mack & Oliver
New York
$329K +$361K +9,489 New
BFS
79
Baskin Financial Services
Ontario, Canada
$308K +$333K +8,748 New
KPF
80
K2 Principal Fund
Ontario, Canada
$290K +$318K +8,364 New
VF
81
Virtu Financial
New York
$287K +$315K +8,273 New
GLCM
82
Greenlea Lane Capital Management
Connecticut
$279K +$306K +8,057 New
ESBC
83
E.S. Barr & Co
Kentucky
$278K +$304K +8,006 New
Two Sigma Investments
84
Two Sigma Investments
New York
$260K +$285K +7,502 New
DMIC
85
Dixon Mitchell Investment Counsel
British Columbia, Canada
$255K +$275K +7,239 New
PPA
86
Parametric Portfolio Associates
Washington
$246K +$270K +7,106 New
MIM
87
Manitou Investment Management
Ontario, Canada
$237K +$256K +6,735 New
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$224K +$242K +6,362 New
Citadel Advisors
89
Citadel Advisors
Florida
$214K +$235K +6,185 New
CAI
90
Capital Advisors Inc
Oklahoma
$209K +$229K +6,026 New
CQS
91
Credential Qtrade Securities
$205K +$222K +5,825 New
ECA
92
Endeavour Capital Advisors
Connecticut
$204K +$223K +5,874 New
Russell Investments Group
93
Russell Investments Group
United Kingdom
$176K +$192K +5,039 New
RCW
94
Rheos Capital Works
Japan
$171K +$188K +4,944 New
HWA
95
Heritage Wealth Advisors
Virginia
$143K +$157K +4,122 New
AFIA
96
America First Investment Advisors
Nebraska
$132K +$145K +3,809 New
NIPH
97
NN Investment Partners Holdings
Netherlands
$107K +$117K +3,089 New
MCM
98
Moerus Capital Management
New York
$77K +$84.2K +2,214 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$68K +$74.7K +1,965 New
SAM
100
Shell Asset Management
Netherlands
$59K +$63.2K +1,661 New
2 3
4
5 6

BNT Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2021, worth a combined $240M.

Buyers outnumbered sellers: 199 funds opened new BNT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $32.7M.

  • 199 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $240M of Brookfield Wealth Solutions stock for Q2 2021.
  • 199 funds opened new Brookfield Wealth Solutions positions in Q2 2021 and 0 closed out, a net change of +199 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2021 was Royal Bank of Canada, an estimated $32.7M added.

Based on aggregated 13F filings for Q2 2021.