Brookfield Wealth Solutions
BNT
137 hedge funds and large institutions have $185M invested in Brookfield Wealth Solutions in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 19 closing their positions.
4% less funds holding
Funds holding: 142 → 137 (-5)
9.21% less ownership
Funds ownership: 66.5% → 57.29% (-9.2%)
21% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 19
33% less capital invested
Capital invested by funds: $276M → $185M (-$91.1M)
47% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAC
Cowen and Company
New York
|
+$5.88M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$2.18M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$732K |
| 4 |
MIM
Manitou Investment Management
Toronto,
Ontario, Canada
|
+$690K |
| 5 |
Squarepoint
New York
|
+$639K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.3M |
| 2 |
Verition Fund Management
Greenwich,
Connecticut
|
-$6.24M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$4.87M |
| 4 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
-$2.74M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.25M |
BNT Hedge Fund Activity: Q2 2022 in Review
137 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2022, worth a combined $185M — down 33% from $276M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of BNT and 15 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 24 added.
The largest buyer was Cowen and Company, adding an estimated $5.88M. The largest seller was Royal Bank of Canada, cutting an estimated $19.3M.
- 137 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2022, down from 142 in Q1 2022.
- Funds reported $185M of Brookfield Wealth Solutions stock for Q2 2022, down 33% quarter-over-quarter.
- 15 funds opened new Brookfield Wealth Solutions positions in Q2 2022 and 19 closed out, a net change of -4 holders.
- The largest Brookfield Wealth Solutions buyer in Q2 2022 was Cowen and Company, an estimated $5.88M added.
- The largest Brookfield Wealth Solutions seller in Q2 2022 was Royal Bank of Canada, an estimated $19.3M sold.
Based on aggregated 13F filings for Q2 2022.