Brookfield Wealth Solutions
164 hedge funds and large institutions have $249M invested in Brookfield Wealth Solutions in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 24 increasing their positions, 75 reducing their positions, and 76 closing their positions.
61.5% more ownership
Funds ownership: 0% → 61.5% (+62%)
4% more capital invested
Capital invested by funds: $240M → $249M (+$9.01M)
18% less funds holding
Funds holding: 199 → 164 (-35)
42% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 76
68% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$24.7M |
| 2 |
NM
Newtyn Management
New York
|
+$12.7M |
| 3 |
BAMCO Inc
New York
|
+$10.5M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$8.4M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$5.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.9M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$10.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$7.96M |
| 4 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$6.54M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$5.63M |
BNT Hedge Fund Activity: Q3 2021 in Review
164 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2021, worth a combined $249M — up 3.8% from $240M a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of BNT and 44 opened new positions — a net loss of 32 holders — while 75 trimmed existing stakes and 24 added.
The largest buyer was Connor, Clark & Lunn Investment Management (CC&L), adding an estimated $24.7M. The largest seller was Bank of Montreal, cutting an estimated $12.9M.
- 164 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2021, down from 199 in Q2 2021.
- Funds reported $249M of Brookfield Wealth Solutions stock for Q3 2021, up 3.8% quarter-over-quarter.
- 44 funds opened new Brookfield Wealth Solutions positions in Q3 2021 and 76 closed out, a net change of -32 holders.
- The largest Brookfield Wealth Solutions buyer in Q3 2021 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $24.7M added.
- The largest Brookfield Wealth Solutions seller in Q3 2021 was Bank of Montreal, an estimated $12.9M sold.
Based on aggregated 13F filings for Q3 2021.