BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

116 hedge funds and large institutions have $146M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
116
Holders Change
-21
Holders Change %
-15.33%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
38
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$11.5M
2
CIBC Asset Management
2
CIBC Asset Management
Ontario, Canada
$1.68M
3
OFG
3
OTA Financial Group
New York
$1.11M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.52M
5
CAC
5
Cowen and Company
New York
$6.94M

Top Sellers

1
WCA
1
Waratah Capital Advisors
Ontario, Canada
$0
2
PAMP
2
Polar Asset Management Partners
Ontario, Canada
$0
3
MIM
3
Manitou Investment Management
Ontario, Canada
$8.66M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.9M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$5K 119 +112 +1,600%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$4.54K 94,363 -953 -1%
RG
78
Retirement Group
California
$4K 106 -89 -46%
WBC
79
West Branch Capital
Massachusetts
$3K 81 – –
FP
80
Financial Perspectives
Minnesota
$2.54K 62 – –
Citigroup
81
Citigroup
New York
$2K 52 -200 -79%
DZ Bank
82
DZ Bank
Germany
$2K 53 – –
BAMCO Inc
83
BAMCO Inc
New York
$1K 15 -371 -96%
SBL
84
Sargent Bickham Lagudis
Colorado
$1K 25 -5 -17%
GIS
85
Grayhawk Investment Strategies
Alberta, Canada
$1K 19 -1 -5%
TSW
86
Thompson Siegel & Walmsley
Virginia
$1K 23 – –
CA
87
Clearstead Advisors
Ohio
$1K 24 – –
POIA
88
Pin Oak Investment Advisors
Texas
$1K 24 – –
HWA
89
Heritage Wealth Advisors
Virginia
$450 11 +6 +120%
CQS
90
Credential Qtrade Securities
$245 6 – –
APA
91
American Portfolios Advisors
New York
$123 3 – –
AIM
92
Anchor Investment Management
South Carolina
$123 3 – –
KFS
93
Kelly Financial Services
Massachusetts
$41 1 – –
WCA
94
Waratah Capital Advisors
Ontario, Canada
– – -281,617 Closed
PAMP
95
Polar Asset Management Partners
Ontario, Canada
– – -101,407 Closed
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
– – -52,518 Closed
CG
97
Colony Group
Massachusetts
– – -38,347 Closed
Capital World Investors
98
Capital World Investors
California
– – -31,479 Closed
Squarepoint
99
Squarepoint
New York
– – -17,513 Closed
EGM
100
Engineers Gate Manager
New York
– – -11,135 Closed
2 3
4
5 6