Brookfield Wealth Solutions
BNT
97 hedge funds and large institutions have $84.2M invested in Brookfield Wealth Solutions in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 36 reducing their positions, and 14 closing their positions.
5.06% less ownership
Funds ownership: 43.81% → 38.76% (-5.1%)
6% less funds holding
Funds holding: 103 → 97 (-6)
20% less capital invested
Capital invested by funds: $105M → $84.2M (-$20.6M)
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
64% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEI
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
+$457K |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$362K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$252K |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$217K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$78.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$5.37M |
| 2 |
CAC
Cowen and Company
New York
|
-$3.68M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$3.65M |
| 4 |
Millennium Management
New York
|
-$2.11M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.75M |
BNT Hedge Fund Activity: Q2 2023 in Review
97 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2023, worth a combined $84.2M — down 20% from $105M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of BNT and 8 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 13 added.
The largest buyer was Northwest & Ethical Investments, adding an estimated $457K. The largest seller was Montrusco Bolton Investments, cutting an estimated $5.37M.
- 97 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2023, down from 103 in Q1 2023.
- Funds reported $84.2M of Brookfield Wealth Solutions stock for Q2 2023, down 20% quarter-over-quarter.
- 8 funds opened new Brookfield Wealth Solutions positions in Q2 2023 and 14 closed out, a net change of -6 holders.
- The largest Brookfield Wealth Solutions buyer in Q2 2023 was Northwest & Ethical Investments, an estimated $457K added.
- The largest Brookfield Wealth Solutions seller in Q2 2023 was Montrusco Bolton Investments, an estimated $5.37M sold.
Based on aggregated 13F filings for Q2 2023.