BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

103 hedge funds and large institutions have $105M invested in Brookfield Wealth Solutions Ltd. in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$15.4M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M
3
Millennium Management
3
Millennium Management
New York
$2.11M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.16M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$9.63M

Top Sellers

1
AGM
1
Alpine Global Management
New York
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.46M
3
MIM
3
Manitou Investment Management
Ontario, Canada
$0
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$15.4M 466,324 +466,324 New
Principal Financial Group
2
Principal Financial Group
Iowa
$9.76M 295,831 -440 -0.1%
MBI
3
Montrusco Bolton Investments
Quebec, Canada
$9.63M 294,801 +19,760 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.46M 286,989 -84,010 -23%
Verition Fund Management
5
Verition Fund Management
Connecticut
$9.26M 280,827 – –
CAC
6
Cowen and Company
New York
$5.61M 170,231 -15,602 -8%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$5.27M 159,634 +10,300 +7%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M 136,600 +136,600 New
CL
9
CSS LLC
Illinois
$2.93M 88,804 -3,226 -4%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$2.85M 87,143 -1,957 -2%
SIC
11
Schwartz Investment Counsel
Michigan
$2.84M 86,220 +14,482 +20%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$2.59M 78,661 -6,917 -8%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$2.45M 74,932 -4,263 -5%
Millennium Management
14
Millennium Management
New York
$2.11M 64,287 +45,711 +246%
MG
15
Markel Group
Virginia
$1.98M 60,101 – –
Renaissance Technologies
16
Renaissance Technologies
New York
$1.77M 53,900 -28,600 -35%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.43M 43,448 +13,988 +47%
Norges Bank
18
Norges Bank
Norway
$1.34M 40,745 – –
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.16M 35,528 +35,528 New
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.13M 34,300 +8,500 +33%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.04M 31,452 -10 -0%
NEI
22
Northwest & Ethical Investments
Ontario, Canada
$921K 28,160 +11,050 +65%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$842K 25,665 – –
TCM
24
Tandem Capital Management
New Jersey
$781K 23,681 -621 -3%
Morgan Stanley
25
Morgan Stanley
New York
$780K 23,663 +12,639 +115%
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