BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

163 hedge funds and large institutions have $248M invested in Brookfield Wealth Solutions Ltd. in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 24 increasing their positions, 74 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-35
Holders Change %
-17.68%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
24
Reduced
74
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.8M
2
NM
2
Newtyn Management
New York
$12.5M
3
BAMCO Inc
3
BAMCO Inc
New York
$11.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$10.3M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$5.75M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$6.12M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Fidelity International
3
Fidelity International
Bermuda
$878K
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.88M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
101
RBC Europe
United Kingdom
$3.22K +$3.22K +58 New
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$3K -$4.19K -67 -58%
BC
103
Bartlett & Co
Ohio
$3K -$67 -1 -2%
DZ Bank
104
DZ Bank
Germany
$3K +$57 +1 +2%
NFG
105
Next Financial Group
Texas
$3K +$306 +5 +11%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$2.5K -$56 -1 -2%
AIM
107
Anchor Investment Management
South Carolina
$2.33K -$4.45K -80 -66%
HPC
108
HM Payson & Co
Maine
$2K -$57 -1 -3%
MIM
109
Meridiem Investment Management
United Kingdom
$2K – – –
KAM
110
Karani Asset Management
New York
$2K – – –
NEI
111
Northwest & Ethical Investments
Ontario, Canada
$1.44K +$1.44K +26 New
TC
112
Tacita Capital
Ontario, Canada
$1K -$40.3K -926 -98%
AA
113
Ancora Advisors
Ohio
$1K -$7.35K -191 -88%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$1K -$3.38K -54 -77%
S
115
SignatureFD
Georgia
$1K -$2.43K -51 -71%
CCM
116
Covington Capital Management
California
$1K -$5.22K -47 -84%
OSAM
117
O'Shaughnessy Asset Management
Connecticut
$1K -$727 -16 -42%
WT
118
Washington Trust
Rhode Island
$1K -$1.1K -11 -52%
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1K -$100 -1 -9%
BWA
120
BDO Wealth Advisors
Florida
$1K – – –
FFA
121
Freedman Financial Associates
Massachusetts
$1K – – –
TSW
122
Thompson Siegel & Walmsley
Virginia
$1K – – –
TWA
123
TCI Wealth Advisors
Arizona
$1K – – –
CA
124
Clearstead Advisors
Ohio
$1K – – –
POIA
125
Pin Oak Investment Advisors
Texas
$1K – – –
3 4
5
6 7