BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

142 hedge funds and large institutions have $267M invested in Brookfield Wealth Solutions Ltd. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
142
Holders Change
-14
Holders Change %
-8.97%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
30
Reduced
41
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.3M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$6.24M
3
Millennium Management
3
Millennium Management
New York
$13.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.82M
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$2.74M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$803K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.77M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.8M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
GLLW
101
Graves Light Lenhart Wealth
Virginia
$1K 11 – –
FFA
102
Freedman Financial Associates
Massachusetts
$1K 17 – –
SC
103
Seldon Capital
California
$1K 11 – –
POIA
104
Pin Oak Investment Advisors
Texas
$1K 24 – –
FHA
105
First Horizon Advisors
Tennessee
$1K 9 +9 New
QC
106
Quent Capital
New York
$1K 11 +11 New
BC
107
Bartlett & Co
Ohio
$1K 18 +18 New
T2I
108
Turim 21 Investimentos
Brazil
$1K 19 +19 New
PCOC
109
Power Corp of Canada
Canada
$1K 20 +20 New
CQS
110
Credential Qtrade Securities
$799 14 +3 +27%
AIM
111
Anchor Investment Management
South Carolina
$286 5 -21 -81%
APA
112
American Portfolios Advisors
New York
$229 4 – –
AWA
113
Artemis Wealth Advisors
New York
$57 1 – –
KFS
114
Kelly Financial Services
Massachusetts
$57 1 – –
BCM
115
Barometer Capital Management
Ontario, Canada
– – -72,960 Closed
HKAM
116
Horizon Kinetics Asset Management
New York
– – -9,912 Closed
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
– – -7,668 Closed
NIG
118
NFJ Investment Group
Texas
– – -5,214 Closed
Jane Street
119
Jane Street
New York
– – -4,463 Closed
DC
120
Davenport & Co
Virginia
– – -3,368 Closed
Dimensional Fund Advisors
121
Dimensional Fund Advisors
Texas
– – -3,329 Closed
Russell Investments Group
122
Russell Investments Group
United Kingdom
– – -2,831 Closed
EVM
123
Eaton Vance Management
Massachusetts
– – -2,537 Closed
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
– – -2,396 Closed
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
– – -162 Closed
3 4
5
6 7