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BNT

Brookfield Wealth Solutions
BNT

98 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

29% more capital invested

Capital invested by funds: $84.2M → $108M (+$24.2M)

10.4% more ownership

Funds ownership: 38.76% → 49.15% (+10%)

1% more funds holding

Funds holding: 97 → 98 (+1)

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$3.69M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.1M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$653K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$431K
5
Two Sigma Investments
Two Sigma Investments
New York
+$401K

Top Sellers

1
NEI
Northwest & Ethical Investments
Ontario, Canada
-$1.43M
2
CL
CSS LLC
Illinois
-$1.13M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.1M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$775K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
– -$68.7K -3,042 Closed
NECFA
102
New England Capital Financial Advisors
Connecticut
– -$104 -5 Closed
HWA
103
HHM Wealth Advisors
Tennessee
– -$68 -3 Closed
RI
104
Ridgewood Investments
New Jersey
– -$77 -3 Closed
CFO
105
CVA Family Office
Colorado
– -$34 -2 Closed
1 2 3 4
5

BNT Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2023, worth a combined $108M — up 29% from $84.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BNT positions and 9 closed out — a net gain of 3 holders — while 16 added to existing stakes and 32 trimmed.

The largest buyer was Montrusco Bolton Investments, adding an estimated $3.69M. The largest seller was Northwest & Ethical Investments, exiting entirely with an estimated $1.43M sold.

  • 98 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2023, up from 97 in Q2 2023.
  • Funds reported $108M of Brookfield Wealth Solutions stock for Q3 2023, up 29% quarter-over-quarter.
  • 12 funds opened new Brookfield Wealth Solutions positions in Q3 2023 and 9 closed out, a net change of +3 holders.
  • The largest Brookfield Wealth Solutions buyer in Q3 2023 was Montrusco Bolton Investments, an estimated $3.69M added.
  • The largest Brookfield Wealth Solutions seller in Q3 2023 was Northwest & Ethical Investments, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2023.