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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
EL
176
EMFO LLC
Florida
– +$114 +3 New
Group One Trading
177
Group One Trading
Illinois
– +$114 +3 New
HWA
178
HHM Wealth Advisors
Tennessee
– +$114 +3 New
MPWT
179
MassMutual Private Wealth & Trust
Connecticut
– +$114 +3 New
SWM
180
Sugarloaf Wealth Management
Georgia
– +$114 +3 New
TFS
181
TrustCore Financial Services
Tennessee
– +$114 +3 New
GA
182
GoalVest Advisory
New York
– +$190 +5 New
HI
183
Hudock Inc
Pennsylvania
– +$190 +5 New
CHA
184
Carmichael Hill & Associates
Maryland
– +$228 +6 New
FHA
185
First Horizon Advisors
Tennessee
– +$228 +6 New
GWMIA
186
Global Wealth Management Investment Advisory
Florida
– +$228 +6 New
ETC
187
Exchange Traded Concepts
Oklahoma
– +$304 +8 New
GWSG
188
GPS Wealth Strategies Group
Colorado
– +$304 +8 New
JFA
189
JNBA Financial Advisors
Minnesota
– +$304 +8 New
TFA
190
Toth Financial Advisory
Virginia
– +$304 +8 New
ZB
191
Zions Bancorporation
Utah
– +$304 +8 New
MA
192
MCF Advisors
Kentucky
– +$342 +9 New
SIM
193
Sonora Investment Management
Arizona
– +$418 +11 New
FCB
194
First Command Bank
Texas
– +$456 +12 New
FCFS
195
First Command Financial Services
Texas
– +$456 +12 New
HFS
196
Hantz Financial Services
Michigan
– +$532 +14 New
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
– +$570 +15 New
EBA
198
Eagle Bay Advisors
New York
– +$684 +18 New
HPC
199
HM Payson & Co
Maine
– +$2.05K +54 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.