BNT

Brookfield Wealth Solutions Ltd.

156 hedge funds and large institutions have $303M invested in Brookfield Wealth Solutions Ltd. in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 56 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
-7
Holders Change %
-4.29%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
28
Reduced
56
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
126
Avalon Investment & Advisory
Texas
-$410K -7,373 Closed
Neuberger Berman Group
127
Neuberger Berman Group
New York
-$358K -6,440 Closed
Arrowstreet Capital
128
Arrowstreet Capital
Massachusetts
-$300K -5,400 Closed
EGM
129
Engineers Gate Manager
New York
-$279K -5,028 Closed
MGIM
130
M&G Investment Management
United Kingdom
-$263 -4,762 Closed
Capital International Investors
131
Capital International Investors
California
-$224K -4,031 Closed
Deutsche Bank
132
Deutsche Bank
Germany
-$53K -940 Closed
Amundi
133
Amundi
France
-$28K -507 Closed
PCM
134
PenderFund Capital Management
British Columbia, Canada
-$30K -427 Closed
HA
135
Herold Advisors
New York
-$21K -388 Closed
LM
136
Lincluden Management
Ontario, Canada
-$9K -158 Closed
PFP
137
Pinnacle Financial Partners
Tennessee
-$7K -131 Closed
WTC
138
WhitTier Trust Company
Nevada
-$4K -74 Closed
LIM
139
Lagoda Investment Management
New York
-$4K -73 Closed
BC
140
Bartlett & Co
Ohio
-$3K -45 Closed
BCWM
141
Bartlett & Co Wealth Management
Ohio
-$2.5K -45 Closed
MIM
142
Meridiem Investment Management
United Kingdom
-$2K -41 Closed
KAM
143
Karani Asset Management
New York
-$2K -41 Closed
TC
144
Tacita Capital
Ontario, Canada
-$1K -23 Closed
OSAM
145
O'Shaughnessy Asset Management
Connecticut
-$1K -22 Closed
S
146
SignatureFD
Georgia
-$1K -21 Closed
Mitsubishi UFJ Trust & Banking
147
Mitsubishi UFJ Trust & Banking
Japan
-$1K -16 Closed