BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

96 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions Ltd. in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$1.43M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$10.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266K
4
WI
4
Wintrust Investments
Illinois
$229K
5
CS
5
Credit Suisse
Switzerland
$464K

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$4.31M
2
CAC
2
Cowen and Company
New York
$1.88M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
76
Washington Trust
Rhode Island
$339 – – –
PTC
77
Private Trust Company
Ohio
$338 – – –
BWM
78
Baystate Wealth Management
Massachusetts
$275 – – –
CQS
79
Credential Qtrade Securities
$236 -$67 -2 -22%
TFA
80
Toth Financial Advisory
Virginia
$170 – – –
NECFA
81
New England Capital Financial Advisors
Connecticut
$104 – – –
BWA
82
BDO Wealth Advisors
Florida
$102 – – –
RI
83
Ridgewood Investments
New Jersey
$77 – – –
EL
84
EMFO LLC
Florida
$68 – – –
OC
85
Oakworth Capital
Alabama
$68 – – –
HWA
86
HHM Wealth Advisors
Tennessee
$68 – – –
TF
87
TimeScale Financial
Massachusetts
$68 – – –
BAMCO Inc
88
BAMCO Inc
New York
$68 – – –
PFBT
89
Parkside Financial Bank & Trust
Missouri
$35 +$35 +1 New
TCOV
90
Trust Company of Vermont
Vermont
$34 -$102 -3 -75%
NA
91
NewEdge Advisors
Louisiana
$34 – – –
KFS
92
Kelly Financial Services
Massachusetts
$34 – – –
CFO
93
CVA Family Office
Colorado
$34 +$34 +1 New
Millennium Management
94
Millennium Management
New York
– -$2.11M -64,287 Closed
Marshall Wace
95
Marshall Wace
United Kingdom
– -$453K -13,733 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$383K -11,614 Closed
SMI
97
Shelter Mutual Insurance
Missouri
– -$13K -386 Closed
FFH
98
Fairfax Financial Holdings
Ontario, Canada
– -$11.2K -343 Closed
AAS
99
Ameritas Advisory Services
Nebraska
– -$600 -18 Closed
BAM
100
Belpointe Asset Management
Nevada
– -$281 -9 Closed
1 2 3
4
5