BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

142 hedge funds and large institutions have $267M invested in Brookfield Wealth Solutions Ltd. in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 41 reducing their positions, and 28 closing their positions.

Holders
142
Holders Change
-14
Holders Change %
-8.97%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
30
Reduced
41
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$44.3M
2
Verition Fund Management
2
Verition Fund Management
Connecticut
$6.24M
3
Millennium Management
3
Millennium Management
New York
$13.8M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$8.82M
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$2.74M

Top Sellers

1
BAMCO Inc
1
BAMCO Inc
New York
$803K
2
BCM
2
Barometer Capital Management
Ontario, Canada
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.77M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$28.8M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$298K
Name Market Value Shares Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$0 5 – –
BCM
152
Bourgeon Capital Management
Connecticut
$0 1 – –
CCM
153
Covington Capital Management
California
$0 8 – –
AF
154
Advisornet Financial
Minnesota
– – – –
BFEC
155
Benjamin F. Edwards & Company
Missouri
$0 2 – –
SWM
156
Sugarloaf Wealth Management
Georgia
$0 2 – –
BWM
157
Baystate Wealth Management
Massachusetts
$0 8 – –
MWM
158
Mascoma Wealth Management
New Hampshire
$0 2 – –
TFS
159
TrustCore Financial Services
Tennessee
$0 1 – –
TF
160
TimeScale Financial
Massachusetts
$0 2 – –
GWMIA
161
Global Wealth Management Investment Advisory
Florida
$0 3 – –
TC
162
Tacita Capital
Ontario, Canada
– – – –
EL
163
EMFO LLC
Florida
$0 2 – –
Nomura Asset Management
164
Nomura Asset Management
Japan
– – – –
HWA
165
HHM Wealth Advisors
Tennessee
$0 2 – –
HWA
166
Heritage Wealth Advisors
Virginia
$0 5 – –
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$0 1 +1 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$0 2 +1 +100%
HNB
169
Huntington National Bank
Ohio
$0 11 +2 +22%
Barclays
170
Barclays
United Kingdom
$0 2 +2 New
FMP
171
Financial Management Professionals
Texas
$0 3 +3 New
MCC
172
Money Concepts Capital
Florida
$0 3 +3 New
MAM
173
Meeder Asset Management
Ohio
$0 8 +8 New
3 4 5 6
7