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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

Rank Fund Capital Flow
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
ETI
151
Enterprise Trust & Investment
California
$2K +$2.7K +71 New
CFGS
152
Concourse Financial Group Securities
Alabama
$1K +$570 +15 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$1K +$646 +17 New
TWA
154
TCI Wealth Advisors
Arizona
$1K +$684 +18 New
FFA
155
Freedman Financial Associates
Massachusetts
$1K +$989 +26 New
BWA
156
BDO Wealth Advisors
Florida
$1K +$1.14K +30 New
CA
157
Clearstead Advisors
Ohio
$1K +$1.14K +30 New
WT
158
Washington Trust
Rhode Island
$1K +$1.22K +32 New
GWS
159
Glassman Wealth Services
Virginia
$1K +$1.25K +33 New
TSW
160
Thompson Siegel & Walmsley
Virginia
$1K +$1.33K +35 New
HI
161
Harbour Investments
Wisconsin
$1K +$1.37K +36 New
POIA
162
Pin Oak Investment Advisors
Texas
$1K +$1.37K +36 New
KFS
163
Kelly Financial Services
Massachusetts
$1K +$2.97K +78 New
APA
164
American Portfolios Advisors
New York
$988 +$1.1K +29 New
MGIM
165
M&G Investment Management
United Kingdom
$692 +$759K +19,962 New
TFIPS
166
Towarzystwo Funduszy Inwestycyjnych PZU SA
$264 +$304 +8 New
ACA
167
Atlas Capital Advisors
Wyoming
$66 +$76 +2 New
BBHC
168
Brown Brothers Harriman & Co
New York
$1 +$761 +20 New
BCM
169
Bourgeon Capital Management
Connecticut
– +$76 +2 New
DAM
170
Delta Asset Management
Tennessee
– +$76 +2 New
FMT
171
First Mercantile Trust
Tennessee
– +$76 +2 New
MTCM
172
Mint Tower Capital Management
Netherlands
– +$76 +2 New
MA
173
MUFG Americas
New York
– +$76 +2 New
QCG
174
Quadrant Capital Group
Ohio
– +$76 +2 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
– +$114 +3 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.