BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

96 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions Ltd. in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$1.43M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$10.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$266K
4
WI
4
Wintrust Investments
Illinois
$229K
5
CS
5
Credit Suisse
Switzerland
$464K

Top Sellers

1
MBI
1
Montrusco Bolton Investments
Quebec, Canada
$4.31M
2
CAC
2
Cowen and Company
New York
$1.88M
3
Connor, Clark & Lunn Investment Management (CC&L)
3
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K
4
Millennium Management
4
Millennium Management
New York
$0
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
1
Brookfield Corp
Ontario, Canada
$15.8M 467,704 +1,380 +0.3%
Principal Financial Group
2
Principal Financial Group
Iowa
$10.4M 307,102 +11,271 +4%
Verition Fund Management
3
Verition Fund Management
Connecticut
$9.51M 280,827 – –
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.04M 237,406 -49,583 -17%
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$5.4M 159,592 -42 -0%
MBI
6
Montrusco Bolton Investments
Quebec, Canada
$4.31M 127,393 -167,408 -57%
SIC
7
Schwartz Investment Counsel
Michigan
$2.92M 86,220 – –
CL
8
CSS LLC
Illinois
$2.69M 79,344 -9,460 -11%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.49M 73,728 -4,933 -6%
MG
10
Markel Group
Virginia
$2.04M 60,101 – –
CAC
11
Cowen and Company
New York
$1.88M 55,422 -114,809 -67%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.67M 49,300 -4,600 -9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.49M 44,135 -30,797 -41%
NEI
14
Northwest & Ethical Investments
Ontario, Canada
$1.43M 42,410 +14,250 +51%
Norges Bank
15
Norges Bank
Norway
$1.38M 40,745 – –
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$1.27M 37,449 +1,921 +5%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$1.1M 32,616 -54,527 -63%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$892K 26,365 +700 +3%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$887K 26,200 -8,100 -24%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K 22,900 -113,700 -83%
KJHP
21
K.J. Harrison & Partners
Ontario, Canada
$733K 21,718 -20 -0.1%
TCM
22
Tandem Capital Management
New Jersey
$700K 20,662 -3,019 -13%
Swiss National Bank
23
Swiss National Bank
Switzerland
$684K 20,200 -1,100 -5%
BRIM
24
Broad Run Investment Management
Virginia
$532K 15,721 – –
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$486K 14,365 – –
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