Brookfield Wealth Solutions
95 hedge funds and large institutions have $160M invested in Brookfield Wealth Solutions in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 11 closing their positions.
47% more capital invested
Capital invested by funds: $108M → $160M (+$51.4M)
7.62% more ownership
Funds ownership: 49.15% → 56.77% (+7.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 98 → 95 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
36% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 33
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
101
Toth Financial Advisory
Leesburg,
Virginia
| – | -$158 | -8 | Closed |
|
102
BAMCO Inc
New York
| – | -$63 | -3 | Closed |
|
|
TCOV
103
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$31 | -2 | Closed |
|
|
C
104
Covestor
London,
United Kingdom
| – | +$23 | +1 | +50% |
|
|
FWM
105
FSA Wealth Management
Needham,
Massachusetts
| – | +$136 | +6 | New |
|
BNT Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2023, worth a combined $160M — up 47% from $108M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BNT and 8 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 21 added.
The largest buyer was Bank of Nova Scotia, adding an estimated $17M. The largest seller was Verition Fund Management, exiting entirely with an estimated $8.69M sold.
- 95 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2023, down from 98 in Q3 2023.
- Funds reported $160M of Brookfield Wealth Solutions stock for Q4 2023, up 47% quarter-over-quarter.
- 8 funds opened new Brookfield Wealth Solutions positions in Q4 2023 and 11 closed out, a net change of -3 holders.
- The largest Brookfield Wealth Solutions buyer in Q4 2023 was Bank of Nova Scotia, an estimated $17M added.
- The largest Brookfield Wealth Solutions seller in Q4 2023 was Verition Fund Management, an estimated $8.69M sold.
Based on aggregated 13F filings for Q4 2023.