BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions Ltd. in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$15.4M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M
3
Millennium Management
3
Millennium Management
New York
$2.11M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.16M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$9.63M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.46M
3
MIM
3
Manitou Investment Management
Ontario, Canada
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
76
Quent Capital
New York
$353 – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$333 – – –
WT
78
Washington Trust
Rhode Island
$330 – – –
PTC
79
Private Trust Company
Ohio
$327 – – –
CQS
80
Credential Qtrade Securities
$294 +$65 +2 +29%
BAM
81
Belpointe Asset Management
Nevada
$281 – – –
BWM
82
Baystate Wealth Management
Massachusetts
$267 – – –
TFA
83
Toth Financial Advisory
Virginia
$165 – – –
TCOV
84
Trust Company of Vermont
Vermont
$132 -$33 -1 -20%
BSC
85
Brown Shipley & Co
United Kingdom
$132 +$132 +4 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$132 +$132 +4 New
NECFA
87
New England Capital Financial Advisors
Connecticut
$101 – – –
BWA
88
BDO Wealth Advisors
Florida
$99 – – –
RFA
89
Register Financial Advisors
Georgia
$98 -$33 -1 -25%
RI
90
Ridgewood Investments
New Jersey
$75 +$75 +2 New
OC
91
Oakworth Capital
Alabama
$66 – – –
HWA
92
HHM Wealth Advisors
Tennessee
$66 – – –
BAMCO Inc
93
BAMCO Inc
New York
$66 – – –
EL
94
EMFO LLC
Florida
$66 – – –
TF
95
TimeScale Financial
Massachusetts
$66 – – –
PCM
96
Pointe Capital Management
Michigan
$66 +$66 +2 New
WPWM
97
Western Pacific Wealth Management
Illinois
$65 – – –
NA
98
NewEdge Advisors
Louisiana
$33 -$33 -1 -50%
ASN
99
Advisory Services Network
Georgia
$33 – – –
KFS
100
Kelly Financial Services
Massachusetts
$33 – – –
1 2 3
4
5