Brookfield Wealth Solutions
103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 18 closing their positions.
20% more capital invested
Capital invested by funds: $87.1M → $105M (+$17.6M)
5.65% more ownership
Funds ownership: 38.17% → 43.81% (+5.6%)
6% less funds holding
Funds holding: 110 → 103 (-7)
30% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 27
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$15.8M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$4.63M |
| 3 |
Millennium Management
New York
|
+$1.55M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$1.2M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$669K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGM
Alpine Global Management
New York
|
-$3.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.84M |
| 3 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
|
-$1.34M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.29M |
| 5 |
OFG
OTA Financial Group
Purchase,
New York
|
-$1.15M |
BNT Hedge Fund Activity: Q1 2023 in Review
103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2023, worth a combined $105M — up 20% from $87.1M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of BNT and 12 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 19 added.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $15.8M. The largest seller was Alpine Global Management, exiting entirely with an estimated $3.82M sold.
- 103 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2023, down from 110 in Q4 2022.
- Funds reported $105M of Brookfield Wealth Solutions stock for Q1 2023, up 20% quarter-over-quarter.
- 12 funds opened new Brookfield Wealth Solutions positions in Q1 2023 and 18 closed out, a net change of -6 holders.
- The largest Brookfield Wealth Solutions buyer in Q1 2023 was Brookfield Corp, an estimated $15.8M added.
- The largest Brookfield Wealth Solutions seller in Q1 2023 was Alpine Global Management, an estimated $3.82M sold.
Based on aggregated 13F filings for Q1 2023.