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BNT

Brookfield Wealth Solutions
BNT

137 hedge funds and large institutions have $181M invested in Brookfield Wealth Solutions in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142 → 137 (-5)

9.21% less ownership

Funds ownership: 66.5% → 57.29% (-9.2%)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $267M → $181M (-$86.3M)

47% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 45

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
45
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAC
Cowen and Company
New York
+$5.88M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
+$2.18M
3
CL
CSS LLC
Illinois
+$732K
4
MIM
Manitou Investment Management
Ontario, Canada
+$690K
5
Squarepoint
Squarepoint
New York
+$639K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.3M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$6.24M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.87M
4
TPM
Triasima Portfolio Management
Quebec, Canada
-$2.74M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$14K +$15.9K +479 New
Citigroup
77
Citigroup
New York
$11K +$4.09K +123 +48%
PP
78
Pacifica Partners
Canada
$10K – – –
RG
79
Retirement Group
California
$9K -$532 -16 -5%
JP Morgan Chase
80
JP Morgan Chase
New York
$8K -$156K -4,702 -95%
PGAM
81
Princeton Global Asset Management
New Jersey
$7K – – –
US Bancorp
82
US Bancorp
Minnesota
$6K – – –
HI
83
Harbour Investments
Wisconsin
$5K +$5.85K +176 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$4.34K -$2.25M -67,662 -32%
WBC
85
West Branch Capital
Massachusetts
$4K – – –
FP
86
Financial Perspectives
Minnesota
$2.76K – – –
DZ Bank
87
DZ Bank
Germany
$2.36K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$2K – – –
SBL
89
Sargent Bickham Lagudis
Colorado
$1K -$698 -21 -32%
CA
90
Clearstead Advisors
Ohio
$1K -$66 -2 -5%
BWA
91
BDO Wealth Advisors
Florida
$1K – – –
GWM
92
Geneos Wealth Management
Colorado
$1K – – –
POIA
93
Pin Oak Investment Advisors
Texas
$1K – – –
TSW
94
Thompson Siegel & Walmsley
Virginia
$1K – – –
T2I
95
Turim 21 Investimentos
Brazil
$1K – – –
GIS
96
Grayhawk Investment Strategies
Alberta, Canada
$1K +$997 +30 New
CQS
97
Credential Qtrade Securities
$267 -$399 -12 -57%
AIM
98
Anchor Investment Management
South Carolina
$134 -$100 -3 -38%
APA
99
American Portfolios Advisors
New York
$134 -$33 -1 -17%
KFS
100
Kelly Financial Services
Massachusetts
$45 – – –
2 3
4
5 6

BNT Hedge Fund Activity: Q2 2022 in Review

137 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2022, worth a combined $181M — down 32% from $267M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNT and 15 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 24 added.

The largest buyer was Cowen and Company, adding an estimated $5.88M. The largest seller was Royal Bank of Canada, cutting an estimated $19.3M.

  • 137 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $181M of Brookfield Wealth Solutions stock for Q2 2022, down 32% quarter-over-quarter.
  • 15 funds opened new Brookfield Wealth Solutions positions in Q2 2022 and 19 closed out, a net change of -4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2022 was Cowen and Company, an estimated $5.88M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2022 was Royal Bank of Canada, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2022.