BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

137 hedge funds and large institutions have $181M invested in Brookfield Wealth Solutions Ltd. in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 19 closing their positions.

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
45
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAC
1
Cowen and Company
New York
$7.07M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$1.94M
3
CL
3
CSS LLC
Illinois
$4.55M
4
MIM
4
Manitou Investment Management
Ontario, Canada
$13.4M
5
Squarepoint
5
Squarepoint
New York
$781K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$17.3M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$0
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.1M
4
TPM
4
Triasima Portfolio Management
Quebec, Canada
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$9.21M
Name Market Value Shares Shares
Change 		Shares
Change %
RDIA
101
RE Dickinson Investment Advisors
Iowa
$1 27 – –
Verition Fund Management
102
Verition Fund Management
Connecticut
– – -109,119 Closed
TPM
103
Triasima Portfolio Management
Quebec, Canada
– – -47,906 Closed
JFL
104
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -5,222 Closed
SM
105
Sciencast Management
New Jersey
– – -4,652 Closed
Invesco
106
Invesco
Georgia
– – -3,567 Closed
Optiver Holding
107
Optiver Holding
Netherlands
– – -1,435 Closed
ZIG
108
Zullo Investment Group
Pennsylvania
– – -31 Closed
PCOC
109
Power Corp of Canada
Canada
– – -20 Closed
BCWM
110
Bartlett & Co Wealth Management
Ohio
– – -18 Closed
BC
111
Bartlett & Co
Ohio
– – -18 Closed
FFA
112
Freedman Financial Associates
Massachusetts
– – -17 Closed
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$0 1 -12 -92%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
– – -10 Closed
FHA
115
First Horizon Advisors
Tennessee
– – -9 Closed
MAM
116
Meeder Asset Management
Ohio
– – -8 Closed
Bessemer Group
117
Bessemer Group
New Jersey
$0 1 -4 -80%
BBHC
118
Brown Brothers Harriman & Co
New York
$0 7 -3 -30%
MCC
119
Money Concepts Capital
Florida
– – -3 Closed
SWM
120
Sugarloaf Wealth Management
Georgia
– – -2 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
– – -2 Closed
AWA
122
Artemis Wealth Advisors
New York
– – -1 Closed
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
– – -1 Closed
GWMIA
124
Global Wealth Management Investment Advisory
Florida
$0 2 -1 -33%
AA
125
Ancora Advisors
Ohio
$0 2 -1 -33%
3 4
5
6 7