Brookfield Wealth Solutions
157 hedge funds and large institutions have $304M invested in Brookfield Wealth Solutions in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 32 closing their positions.
22% more capital invested
Capital invested by funds: $249M → $304M (+$55.3M)
4.9% more ownership
Funds ownership: 61.5% → 66.4% (+4.9%)
4% less funds holding
Funds holding: 164 → 157 (-7)
16% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 32
50% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
|
+$15.2M |
| 2 |
BAMCO Inc
New York
|
+$12.9M |
| 3 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$7.21M |
| 4 |
Millennium Management
New York
|
+$6.64M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$5.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17M |
| 2 |
NM
Newtyn Management
New York
|
-$12.5M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$1.86M |
| 4 |
Legal & General Group
London,
United Kingdom
|
-$1.8M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$1.76M |
BNT Hedge Fund Activity: Q4 2021 in Review
157 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2021, worth a combined $304M — up 22% from $249M a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of BNT and 27 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 28 added.
The largest buyer was Manitou Investment Management, adding an estimated $15.2M. The largest seller was Vanguard Group, cutting an estimated $17M.
- 157 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2021, down from 164 in Q3 2021.
- Funds reported $304M of Brookfield Wealth Solutions stock for Q4 2021, up 22% quarter-over-quarter.
- 27 funds opened new Brookfield Wealth Solutions positions in Q4 2021 and 32 closed out, a net change of -5 holders.
- The largest Brookfield Wealth Solutions buyer in Q4 2021 was Manitou Investment Management, an estimated $15.2M added.
- The largest Brookfield Wealth Solutions seller in Q4 2021 was Vanguard Group, an estimated $17M sold.
Based on aggregated 13F filings for Q4 2021.