BNT

Brookfield Wealth Solutions Ltd.

137 hedge funds and large institutions have $181M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.32%
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
Name Market Value Shares Shares
Change
Shares
Change %
1832 Asset Management
76
1832 Asset Management
Ontario, Canada
$14K 319 +319 New
Citigroup
77
Citigroup
New York
$11K 252 +82 +48%
PP
78
Pacifica Partners
Canada
$10K 224
RG
79
Retirement Group
California
$9K 195 -11 -5%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$8K 167 -3,135 -95%
PGAM
81
Princeton Global Asset Management
New Jersey
$7K 167
US Bancorp
82
US Bancorp
Minnesota
$6K 160
HI
83
Harbour Investments
Wisconsin
$5K 117 +117 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$4.34K 95,316 -45,108 -32%
WBC
85
West Branch Capital
Massachusetts
$4K 81
FP
86
Financial Perspectives
Minnesota
$2.76K 62
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$2K 40
DZ Bank
88
DZ Bank
Germany
$2K 53
SBL
89
Sargent Bickham Lagudis
Colorado
$1K 30 -14 -32%
CA
90
Clearstead Advisors
Ohio
$1K 24 -1 -4%
GWM
91
Geneos Wealth Management
Colorado
$1K 38
POIA
92
Pin Oak Investment Advisors
Texas
$1K 24
TSW
93
Thompson Siegel & Walmsley
Virginia
$1K 23
T2I
94
Turim 21 Investimentos
Brazil
$1K 19
BWA
95
BDO Wealth Advisors
Florida
$1K 20
GIS
96
Grayhawk Investment Strategies
Alberta, Canada
$1K 20 +20 New
CQS
97
Credential Qtrade Securities
$267 6 -8 -57%
AIM
98
Anchor Investment Management
South Carolina
$134 3 -2 -40%
APA
99
American Portfolios Advisors
New York
$134 3 -1 -25%
KFS
100
Kelly Financial Services
Massachusetts
$45 1