Brookfield Wealth Solutions
116 hedge funds and large institutions have $146M invested in Brookfield Wealth Solutions in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 38 reducing their positions, and 26 closing their positions.
6.56% less ownership
Funds ownership: 57.29% → 50.73% (-6.6%)
15% less funds holding
Funds holding: 137 → 116 (-21)
19% less capital invested
Capital invested by funds: $181M → $146M (-$34.9M)
45% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 38
69% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
+$13.5M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$1.96M |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$1.31M |
| 4 |
FLC
Fifth Lane Capital
Austin,
Texas
|
+$821K |
| 5 |
Morgan Stanley
New York
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$12.5M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.52M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$4.44M |
| 4 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
|
-$4.42M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.34M |
BNT Hedge Fund Activity: Q3 2022 in Review
116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2022, worth a combined $146M — down 19% from $181M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of BNT and 8 opened new positions — a net loss of 18 holders — while 38 trimmed existing stakes and 21 added.
The largest buyer was Verition Fund Management, opening a new position worth an estimated $13.5M. The largest seller was Waratah Capital Advisors, exiting entirely with an estimated $12.5M sold.
- 116 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2022, down from 137 in Q2 2022.
- Funds reported $146M of Brookfield Wealth Solutions stock for Q3 2022, down 19% quarter-over-quarter.
- 8 funds opened new Brookfield Wealth Solutions positions in Q3 2022 and 26 closed out, a net change of -18 holders.
- The largest Brookfield Wealth Solutions buyer in Q3 2022 was Verition Fund Management, an estimated $13.5M added.
- The largest Brookfield Wealth Solutions seller in Q3 2022 was Waratah Capital Advisors, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2022.