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BNT

Brookfield Wealth Solutions
BNT

103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions 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.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $87.1M → $105M (+$17.6M)

5.65% more ownership

Funds ownership: 38.17% → 43.81% (+5.6%)

6% less funds holding

Funds holding: 110 → 103 (-7)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.64%
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

Rank Fund Capital Flow
1
BC
Brookfield Corp
Ontario, Canada
+$15.8M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$4.63M
3
Millennium Management
Millennium Management
New York
+$1.55M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.2M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
+$669K

Top Sellers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
-$3.82M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.84M
3
MIM
Manitou Investment Management
Ontario, Canada
-$1.34M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.29M
5
OFG
OTA Financial Group
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$68 +3 +27%
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 -$45 -2 -25%
BSC
85
Brown Shipley & Co
United Kingdom
$132 +$135 +6 New
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$132 +$135 +6 New
NECFA
87
New England Capital Financial Advisors
Connecticut
$101 – – –
BWA
88
BDO Wealth Advisors
Florida
$99 – – –
RFA
89
Register Financial Advisors
Georgia
$98 -$23 -1 -17%
RI
90
Ridgewood Investments
New Jersey
$75 +$68 +3 New
BAMCO Inc
91
BAMCO Inc
New York
$66 – – –
EL
92
EMFO LLC
Florida
$66 – – –
HWA
93
HHM Wealth Advisors
Tennessee
$66 – – –
OC
94
Oakworth Capital
Alabama
$66 – – –
TF
95
TimeScale Financial
Massachusetts
$66 – – –
PCM
96
Pointe Capital Management
Michigan
$66 +$68 +3 New
WPWM
97
Western Pacific Wealth Management
Illinois
$65 – – –
NA
98
NewEdge Advisors
Louisiana
$33 -$23 -1 -33%
ASN
99
Advisory Services Network
Georgia
$33 – – –
KFS
100
Kelly Financial Services
Massachusetts
$33 – – –
1 2 3
4
5

BNT Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2023, worth a combined $105M — up 20% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BNT and 12 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $15.8M. The largest seller was Alpine Global Management, exiting entirely with an estimated $3.82M sold.

  • 103 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2023, down from 110 in Q4 2022.
  • Funds reported $105M of Brookfield Wealth Solutions stock for Q1 2023, up 20% quarter-over-quarter.
  • 12 funds opened new Brookfield Wealth Solutions positions in Q1 2023 and 18 closed out, a net change of -6 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2023 was Brookfield Corp, an estimated $15.8M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2023 was Alpine Global Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q1 2023.