BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

142 hedge funds and large institutions have $267M invested in Brookfield Wealth Solutions Ltd. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
142
Holders Change
-14
Holders Change %
-8.97%
% of All Funds
2.25%
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
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.3M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$6.24M
3
Millennium Management
3
Millennium Management
New York
$13.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.82M
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$2.74M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$803K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.77M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.8M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
RG
76
Retirement Group
California
$12K 206 -13 -6%
PP
77
Pacifica Partners
Canada
$12K 224 – –
PGAM
78
Princeton Global Asset Management
New Jersey
$10K 167 -130 -44%
Citigroup
79
Citigroup
New York
$10K 170 +96 +130%
AGM
80
Alpine Global Management
New York
$9.15K 160,000 +5,000 +3%
US Bancorp
81
US Bancorp
Minnesota
$9K 160 -72 -31%
NIPH
82
NN Investment Partners Holdings
Netherlands
$6K 107 -300 -74%
WBC
83
West Branch Capital
Massachusetts
$5K 81 – –
FP
84
Financial Perspectives
Minnesota
$3.55K 62 – –
DZ Bank
85
DZ Bank
Germany
$3K 53 – –
SPIA
86
Steward Partners Investment Advisory
New York
$2K 30 -3,865 -99%
SBL
87
Sargent Bickham Lagudis
Colorado
$2K 44 -49 -53%
ZIG
88
Zullo Investment Group
Pennsylvania
$2K 31 – –
RDIA
89
RE Dickinson Investment Advisors
Iowa
$2K 27 – –
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$2K 40 +10 +33%
GWM
91
Geneos Wealth Management
Colorado
$2K 38 +38 New
BCWM
92
Bartlett & Co Wealth Management
Ohio
$1.03K 18 +18 New
BBHC
93
Brown Brothers Harriman & Co
New York
$1K 10 -7 -41%
WT
94
Washington Trust
Rhode Island
$1K 10 – –
SC
95
Seldon Capital
California
$1K 11 – –
POIA
96
Pin Oak Investment Advisors
Texas
$1K 24 – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$1K 10 – –
CA
98
Clearstead Advisors
Ohio
$1K 25 – –
TSW
99
Thompson Siegel & Walmsley
Virginia
$1K 23 – –
BWA
100
BDO Wealth Advisors
Florida
$1K 20 – –
2 3
4
5 6