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BNT

Brookfield Wealth Solutions

157 hedge funds and large institutions have $304M invested in Brookfield Wealth Solutions 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

22% more capital invested

Capital invested by funds: $249M → $304M (+$55.3M)

4.9% more ownership

Funds ownership: 61.5%66.4% (+4.9%)

4% less funds holding

Funds holding: 164157 (-7)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

50% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 56

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.42%
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
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
1
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.9M +$1.99M +49,647 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$33.8M +$390K +9,711 +1%
BAMCO Inc
3
BAMCO Inc
New York
$26M +$12.9M +322,076 +107%
MIM
4
Manitou Investment Management
Ontario, Canada
$17.1M +$15.2M +378,922 +1,213%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$17.1M +$5.05M +125,766 +45%
Principal Financial Group
6
Principal Financial Group
Iowa
$17M +$1.34M +33,422 +9%
WCA
7
Waratah Capital Advisors
Ontario, Canada
$16.9M +$7.21M +179,566 +80%
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$12.1M +$392K +9,750 +3%
Morgan Stanley
9
Morgan Stanley
New York
$10.6M +$1.28M +31,879 +14%
AGM
10
Alpine Global Management
New York
$9.71M +$3.72M +92,544 +66%
Millennium Management
11
Millennium Management
New York
$9.34M +$6.64M +165,227 +286%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$6.37M -$114K -2,847 -2%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$6.11M -$366K -9,105 -6%
Norges Bank
14
Norges Bank
Norway
$6.08M
BCM
15
Barometer Capital Management
Ontario, Canada
$5.8M +$40 +1 +0%
PAMP
16
Polar Asset Management Partners
Ontario, Canada
$4.7M +$2.71M +67,500 +150%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.31M -$66.3K -1,650 -2%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$4.2M +$970K +24,156 +32%
MG
19
Markel Group
Virginia
$3.76M
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$3.76M -$6.99K -174 -0.2%
Franklin Resources
21
Franklin Resources
California
$3.53M -$527K -13,108 -13%
Renaissance Technologies
22
Renaissance Technologies
New York
$3.32M +$2.53M +62,850 +381%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$3.25M -$1.76M -43,692 -36%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$3.15M -$19.5K -485 -0.6%
CL
25
CSS LLC
Illinois
$3.13M +$898K +22,348 +42%

BNT Hedge Fund Activity: Q4 2021 in Review

157 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2021, worth a combined $304M — up 22% from $249M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of BNT and 27 opened new positions — a net loss of 5 holders — while 56 trimmed existing stakes and 28 added.

The largest buyer was Manitou Investment Management, adding an estimated $15.2M. The largest seller was Vanguard Group, cutting an estimated $17M.

  • 157 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2021, down from 164 in Q3 2021.
  • Funds reported $304M of Brookfield Wealth Solutions stock for Q4 2021, up 22% quarter-over-quarter.
  • 27 funds opened new Brookfield Wealth Solutions positions in Q4 2021 and 32 closed out, a net change of -5 holders.
  • The largest Brookfield Wealth Solutions buyer in Q4 2021 was Manitou Investment Management, an estimated $15.2M added.
  • The largest Brookfield Wealth Solutions seller in Q4 2021 was Vanguard Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2021.