BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

94 hedge funds and large institutions have $160M invested in Brookfield Wealth Solutions Ltd. in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
21
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$20.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$29.9M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.35M
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$2.04M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.33M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$0
2
PVI
2
Partners Value Investments
Bermuda
$29.1M
3
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$6.2M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$463K
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
76
Quent Capital
New York
$444 – – –
FFA
77
Farther Finance Advisors
California
$444 – – –
WT
78
Washington Trust
Rhode Island
$404 – – –
PTC
79
Private Trust Company
Ohio
$400 – – –
BWM
80
Baystate Wealth Management
Massachusetts
$329 – – –
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$283 -$809 -20 -74%
CFGS
82
Concourse Financial Group Securities
Alabama
$247 – – –
FGA
83
Fortis Group Advisors
New Jersey
$162 +$81 +2 +100%
SS
84
Sunbelt Securities
Texas
$161 – – –
Citigroup
85
Citigroup
New York
$121 -$524 -13 -81%
OC
86
Oakworth Capital
Alabama
$81 – – –
EL
87
EMFO LLC
Florida
$81 – – –
PFBT
88
Parkside Financial Bank & Trust
Missouri
$41 – – –
KFS
89
Kelly Financial Services
Massachusetts
$41 – – –
NA
90
NewEdge Advisors
Louisiana
$40 – – –
GRP
91
Global Retirement Partners
California
$39 – – –
Verition Fund Management
92
Verition Fund Management
Connecticut
– -$8.69M -276,279 Closed
Millennium Management
93
Millennium Management
New York
– -$323K -10,272 Closed
WT
94
Whittier Trust
California
– -$138K -4,400 Closed
Group One Trading
95
Group One Trading
Illinois
– -$5.22K -166 Closed
PGAM
96
Princeton Global Asset Management
New Jersey
– -$2.05K -65 Closed
IA
97
IFP Advisors
Florida
– -$1.89K -60 Closed
CCP
98
Carmel Capital Partners
California
– -$661 -21 Closed
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
– -$467 -11 Closed
TFA
100
Toth Financial Advisory
Virginia
– -$158 -5 Closed
1 2 3
4
5