BNT

Brookfield Wealth Solutions Ltd.

156 hedge funds and large institutions have $303M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
156
Holders Change
-7
Holders Change %
-4.29%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
28
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RDIA
101
RE Dickinson Investment Advisors
Iowa
$2K +$2K +27 New
ZIG
102
Zullo Investment Group
Pennsylvania
$2K +$2K +31 New
AIM
103
Anchor Investment Management
South Carolina
$1.63K -$1K -16 -38%
CFGS
104
Concourse Financial Group Securities
Alabama
$1K -$700 -7 -41%
CCM
105
Covington Capital Management
California
$1K -$125 -1 -11%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$1K
FFA
107
Freedman Financial Associates
Massachusetts
$1K
GLLW
108
Graves Light Lenhart Wealth
Virginia
$1K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$1K
WT
110
Washington Trust
Rhode Island
$1K
BWA
111
BDO Wealth Advisors
Florida
$1K
TSW
112
Thompson Siegel & Walmsley
Virginia
$1K
BWM
113
Baystate Wealth Management
Massachusetts
$1K
TWA
114
TCI Wealth Advisors
Arizona
$1K
UB
115
UMB Bank
Missouri
$1K +$1K +8 New
SC
116
Seldon Capital
California
$1K +$1K +11 New
CQS
117
Credential Qtrade Securities
$691 -$10.9K -173 -94%
APA
118
American Portfolios Advisors
New York
$251 -$63 -1 -20%
KFS
119
Kelly Financial Services
Massachusetts
$63
AWA
120
Artemis Wealth Advisors
New York
$63 +$63 +1 New
BBHC
121
Brown Brothers Harriman & Co
New York
$1 +7 +70%
NM
122
Newtyn Management
New York
-$12.5M -225,000 Closed
APG Asset Management
123
APG Asset Management
Netherlands
-$1.86M -38,981 Closed
CIBC Asset Management
124
CIBC Asset Management
Ontario, Canada
-$1.49M -27,052 Closed
Tudor Investment Corp
125
Tudor Investment Corp
Connecticut
-$834K -15,007 Closed