BNT

Brookfield Wealth Solutions

91 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.31M
2 +$4.19M
3 +$1.33M
4
N
Nuveen
North Carolina
+$209K
5
Swiss National Bank
Swiss National Bank
Switzerland
+$46.3K

Top Sellers

1 -$781K
2 -$564K
3 -$539K
4
Renaissance Technologies
Renaissance Technologies
New York
-$449K
5
Invesco
Invesco
Georgia
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$220
77
$214
78
$167
79
$167
80
$126
81
$126
82
$125
83
$84
84
$84
85
$84
86
$43
87
$43
88
$42
89
$42
90
91
92
93
94
95