We are live on ! Find out more
BNT

Brookfield Wealth Solutions

142 hedge funds and large institutions have $267M invested in Brookfield Wealth Solutions in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 66.4%66.5% (+0.1%)

10% less funds holding

Funds holding: 157142 (-15)

12% less capital invested

Capital invested by funds: $304M → $267M (-$36.5M)

27% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 41

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
2.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
30
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
76
Retirement Group
California
$12K -$754 -20 -6%
PP
77
Pacifica Partners
Canada
$12K
PGAM
78
Princeton Global Asset Management
New Jersey
$10K -$7.35K -195 -44%
Citigroup
79
Citigroup
New York
$10K +$5.43K +144 +130%
AGM
80
Alpine Global Management
New York
$9.15K +$283K +7,500 +3%
US Bancorp
81
US Bancorp
Minnesota
$9K -$4.07K -108 -31%
NIPH
82
NN Investment Partners Holdings
Netherlands
$6K -$17K -450 -74%
WBC
83
West Branch Capital
Massachusetts
$5K
FP
84
Financial Perspectives
Minnesota
$3.55K
DZ Bank
85
DZ Bank
Germany
$3.02K
SPIA
86
Steward Partners Investment Advisory
New York
$2K -$219K -5,798 -99%
SBL
87
Sargent Bickham Lagudis
Colorado
$2K -$2.79K -74 -53%
RDIA
88
RE Dickinson Investment Advisors
Iowa
$2K
ZIG
89
Zullo Investment Group
Pennsylvania
$2K
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$2K +$566 +15 +33%
GWM
91
Geneos Wealth Management
Colorado
$2K +$2.15K +57 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$1.03K +$1.02K +27 New
BBHC
93
Brown Brothers Harriman & Co
New York
$1K -$415 -11 -42%
BWA
94
BDO Wealth Advisors
Florida
$1K
CA
95
Clearstead Advisors
Ohio
$1K
CFGS
96
Concourse Financial Group Securities
Alabama
$1K
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$1K
FFA
98
Freedman Financial Associates
Massachusetts
$1K
GLLW
99
Graves Light Lenhart Wealth
Virginia
$1K
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$1K

BNT Hedge Fund Activity: Q1 2022 in Review

142 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2022, worth a combined $267M — down 12% from $304M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of BNT and 18 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 30 added.

The largest buyer was Royal Bank of Canada, adding an estimated $13.3M. The largest seller was BAMCO Inc, cutting an estimated $22.7M.

  • 142 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2022, down from 157 in Q4 2021.
  • Funds reported $267M of Brookfield Wealth Solutions stock for Q1 2022, down 12% quarter-over-quarter.
  • 18 funds opened new Brookfield Wealth Solutions positions in Q1 2022 and 29 closed out, a net change of -11 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2022 was Royal Bank of Canada, an estimated $13.3M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2022 was BAMCO Inc, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2022.