BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

97 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions Ltd. in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$7.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.41M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$5.63M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$538K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$753K

Top Sellers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$0
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
CL
3
CSS LLC
Illinois
$1.46M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
KJHP
5
K.J. Harrison & Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
76
Lugano Financial Advisors SA (LFA)
Switzerland
$467 +$467 +11 New
HWA
77
Heritage Wealth Advisors
Virginia
$409 – – –
CQS
78
Credential Qtrade Securities
$375 +$156 +5 +71%
FFA
79
Farther Finance Advisors
California
$346 -$31 -1 -8%
QC
80
Quent Capital
New York
$346 – – –
PTC
81
Private Trust Company
Ohio
$315 – – –
WT
82
Washington Trust
Rhode Island
$315 – – –
BWM
83
Baystate Wealth Management
Massachusetts
$256 – – –
CFGS
84
Concourse Financial Group Securities
Alabama
$192 -$128 -4 -40%
TFA
85
Toth Financial Advisory
Virginia
$158 – – –
SS
86
Sunbelt Securities
Texas
$126 +$126 +4 New
OC
87
Oakworth Capital
Alabama
$63 – – –
EL
88
EMFO LLC
Florida
$63 – – –
BAMCO Inc
89
BAMCO Inc
New York
$63 – – –
FGA
90
Fortis Group Advisors
New Jersey
$63 +$63 +2 New
PFBT
91
Parkside Financial Bank & Trust
Missouri
$32 – – –
KFS
92
Kelly Financial Services
Massachusetts
$32 – – –
TCOV
93
Trust Company of Vermont
Vermont
$31 – – –
NA
94
NewEdge Advisors
Louisiana
$31 – – –
GRP
95
Global Retirement Partners
California
$30 +$30 +1 New
NEI
96
Northwest & Ethical Investments
Ontario, Canada
– -$1.43M -42,410 Closed
TD Asset Management
97
TD Asset Management
Ontario, Canada
– -$1.1M -32,616 Closed
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$775K -22,900 Closed
KJHP
99
K.J. Harrison & Partners
Ontario, Canada
– -$733K -21,718 Closed
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
– -$68.7K -2,028 Closed
1 2 3
4
5