BNT

Brookfield Wealth Solutions Ltd.

110 hedge funds and large institutions have $87.1M invested in Brookfield Wealth Solutions Ltd. in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 35 reducing their positions, and 26 closing their positions.

Holders
110
Holders Change
-6
Holders Change %
-5.17%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
19
Reduced
35
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.6M 370,999 +19,703 +6%
Principal Financial Group
2
Principal Financial Group
Iowa
$9.27M 296,271 +7,502 +3%
Verition Fund Management
3
Verition Fund Management
Connecticut
$8.79M 280,827
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$8.59M 275,041 +231,583 +533%
CAC
5
Cowen and Company
New York
$5.81M 185,833 +16,104 +9%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$4.67M 149,334 +6,881 +5%
AGM
7
Alpine Global Management
New York
$3.82M 122,004 -46,073 -27%
CL
8
CSS LLC
Illinois
$2.88M 92,030 -8,067 -8%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$2.78M 89,100 -118,581 -57%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.74M 85,578 -8,785 -9%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.58M 82,500 +45,500 +123%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$2.47M 79,195 -47,547 -38%
SIC
13
Schwartz Investment Counsel
Michigan
$2.24M 71,738 +18,873 +36%
MG
14
Markel Group
Virginia
$1.88M 60,101
MIM
15
Manitou Investment Management
Ontario, Canada
$1.34M 42,944 -167,148 -80%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.3M 41,421 +41,421 New
Norges Bank
17
Norges Bank
Norway
$1.27M 40,745 -10,919 -21%
OFG
18
OTA Financial Group
New York
$1.15M 36,764 +9,590 +35%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$984K 31,462 -510 -2%
Two Sigma Investments
20
Two Sigma Investments
New York
$922K 29,460 +10,760 +58%
KJHP
21
K.J. Harrison & Partners
Ontario, Canada
$912K 21,538 +21,538 New
Two Sigma Advisers
22
Two Sigma Advisers
New York
$807K 25,800 +3,400 +15%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$803K 25,665
TCM
24
Tandem Capital Management
New Jersey
$760K 24,302 -6,828 -22%
Swiss National Bank
25
Swiss National Bank
Switzerland
$741K 23,700 +1,400 +6%