Brookfield Wealth Solutions
97 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.
5.06% less ownership
Funds ownership: 43.81% → 38.76% (-5.1%)
6% less funds holding
Funds holding: 103 → 97 (-6)
20% less capital invested
Capital invested by funds: $105M → $84.2M (-$20.6M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
64% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 36
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
101
Belpointe Asset Management
Reno,
Nevada
| – | -$281 | -14 | Closed |
|
|
BSC
102
Brown Shipley & Co
London,
United Kingdom
| – | -$132 | -6 | Closed |
|
103
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$132 | -6 | Closed |
|
|
RFA
104
Register Financial Advisors
Atlanta,
Georgia
| – | -$98 | -5 | Closed |
|
|
PCM
105
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| – | -$66 | -3 | Closed |
|
|
WPWM
106
Western Pacific Wealth Management
Lake Forest,
Illinois
| – | -$65 | -3 | Closed |
|
|
ASN
107
Advisory Services Network
Atlanta,
Georgia
| – | -$33 | -2 | Closed |
|
|
CHC
108
City Holding Co
Charleston,
West Virginia
| – | -$32 | -2 | Closed |
|
|
C
109
Covestor
London,
United Kingdom
| – | +$43 | +2 | New |
|
BNT Hedge Fund Activity: Q2 2023 in Review
97 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2023, worth a combined $84.2M — down 20% from $105M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BNT and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 13 added.
The largest buyer was Northwest & Ethical Investments, adding an estimated $457K. The largest seller was Montrusco Bolton Investments, cutting an estimated $5.37M.
- 97 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2023, down from 103 in Q1 2023.
- Funds reported $84.2M of Brookfield Wealth Solutions stock for Q2 2023, down 20% quarter-over-quarter.
- 8 funds opened new Brookfield Wealth Solutions positions in Q2 2023 and 14 closed out, a net change of -6 holders.
- The largest Brookfield Wealth Solutions buyer in Q2 2023 was Northwest & Ethical Investments, an estimated $457K added.
- The largest Brookfield Wealth Solutions seller in Q2 2023 was Montrusco Bolton Investments, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2023.