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BNT

Brookfield Wealth Solutions
BNT

199 hedge funds and large institutions have $240M invested in Brookfield Wealth Solutions in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+199
Holders Change %
–
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
199
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$32.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$18.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.9M
4
Principal Financial Group
Principal Financial Group
Iowa
+$15.5M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$10.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
126
Bray Capital Advisors
Florida
$8K +$8.97K +236 New
AIM
127
Anchor Investment Management
South Carolina
$6.35K +$6.96K +183 New
ME
128
McIlrath & Eck
Washington
$6K +$6.35K +167 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$6K +$6.58K +173 New
Asset Management One
130
Asset Management One
Japan
$6K +$7.15K +188 New
GIBU
131
Gulf International Bank (UK)
United Kingdom
$5K +$6.12K +161 New
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$4K +$3.99K +105 New
S
133
SignatureFD
Georgia
$4K +$4.11K +108 New
Pacer Advisors
134
Pacer Advisors
Pennsylvania
$4K +$4.18K +110 New
LIM
135
Lagoda Investment Management
New York
$4K +$4.22K +111 New
CFB
136
Cullen/Frost Bankers
Texas
$4K +$4.56K +120 New
IA
137
IFP Advisors
Florida
$4K +$4.98K +131 New
FP
138
Financial Perspectives
Minnesota
$3.23K +$3.54K +93 New
FC
139
FORA Capital
Florida
$3K +$2.97K +78 New
CCM
140
Covington Capital Management
California
$3K +$3.19K +84 New
WAM
141
Wolverine Asset Management
Illinois
$3K +$4.18K +110 New
DZ Bank
142
DZ Bank
Germany
$2.75K +$2.97K +78 New
BCWM
143
Bartlett & Co Wealth Management
Ohio
$2.39K +$2.62K +69 New
WT
144
Whittier Trust
California
$2K +$1.9K +50 New
OC
145
Oakworth Capital
Alabama
$2K +$1.94K +51 New
OSAM
146
O'Shaughnessy Asset Management
Connecticut
$2K +$2.17K +57 New
KAM
147
Karani Asset Management
New York
$2K +$2.36K +62 New
MIM
148
Meridiem Investment Management
United Kingdom
$2K +$2.36K +62 New
NFG
149
Next Financial Group
Texas
$2K +$2.51K +66 New
BC
150
Bartlett & Co
Ohio
$2K +$2.62K +69 New
4 5
6
7 8

BNT Hedge Fund Activity: Q2 2021 in Review

199 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2021, worth a combined $240M.

Buyers outnumbered sellers: 199 funds opened new BNT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $32.7M.

  • 199 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $240M of Brookfield Wealth Solutions stock for Q2 2021.
  • 199 funds opened new Brookfield Wealth Solutions positions in Q2 2021 and 0 closed out, a net change of +199 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2021 was Royal Bank of Canada, an estimated $32.7M added.

Based on aggregated 13F filings for Q2 2021.