BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

110 hedge funds and large institutions have $87.1M invested in Brookfield Wealth Solutions Ltd. in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 26 closing their positions.

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
19
Reduced
35
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$8.59M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.58M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$1.3M
4
KJHP
4
K.J. Harrison & Partners
Ontario, Canada
$912K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
2
Millennium Management
2
Millennium Management
New York
$581K
3
MIM
3
Manitou Investment Management
Ontario, Canada
$1.34M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.78M
5
Morgan Stanley
5
Morgan Stanley
New York
$345K
Name Market Value Shares Shares
Change 		Shares
Change %
GIS
76
Grayhawk Investment Strategies
Alberta, Canada
$594 19 – –
SBL
77
Sargent Bickham Lagudis
Colorado
$532 17 -8 -32%
AA
78
Addison Advisors
Vermont
$469 15 +15 New
QC
79
Quent Capital
New York
$344 11 – –
HWA
80
Heritage Wealth Advisors
Virginia
$344 11 – –
CFGS
81
Concourse Financial Group Securities
Alabama
$315 10 +10 New
WT
82
Washington Trust
Rhode Island
$313 10 – –
KIA
83
Kraematon Investment Advisors
Massachusetts
$313 10 +10 New
BAM
84
Belpointe Asset Management
Nevada
$267 9 +9 New
CQS
85
Credential Qtrade Securities
$218 7 +1 +17%
TFA
86
Toth Financial Advisory
Virginia
$156 5 – –
TCOV
87
Trust Company of Vermont
Vermont
$156 5 +5 New
RFA
88
Register Financial Advisors
Georgia
$125 4 +4 New
NECFA
89
New England Capital Financial Advisors
Connecticut
$110 3 +3 New
BWA
90
BDO Wealth Advisors
Florida
$94 3 – –
AIM
91
Anchor Investment Management
South Carolina
$94 3 – –
MCC
92
Money Concepts Capital
Florida
$94 3 +3 New
TF
93
TimeScale Financial
Massachusetts
$82 2 – –
BAMCO Inc
94
BAMCO Inc
New York
$63 2 -13 -87%
HWA
95
HHM Wealth Advisors
Tennessee
$63 2 – –
OC
96
Oakworth Capital
Alabama
$63 2 – –
EL
97
EMFO LLC
Florida
$63 2 – –
MWM
98
Mascoma Wealth Management
New Hampshire
$63 2 – –
WPWM
99
Western Pacific Wealth Management
Illinois
$62 2 – –
KFS
100
Kelly Financial Services
Massachusetts
$32 1 – –
2 3
4
5 6