Brookfield Wealth Solutions
98 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 9 closing their positions.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
29% more capital invested
Capital invested by funds: $84.2M → $108M (+$24.2M)
10.4% more ownership
Funds ownership: 38.76% → 49.15% (+10%)
1% more funds holding
Funds holding: 97 → 98 (+1)
50% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 32
Top Buyers
Top Sellers
BNT Hedge Fund Activity: Q3 2023 in Review
98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2023, worth a combined $108M — up 29% from $84.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BNT positions and 9 closed out — a net gain of 3 holders — while 16 added to existing stakes and 32 trimmed.
The largest buyer was Montrusco Bolton Investments, adding an estimated $3.69M. The largest seller was Northwest & Ethical Investments, exiting entirely with an estimated $1.43M sold.
- 98 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2023, up from 97 in Q2 2023.
- Funds reported $108M of Brookfield Wealth Solutions stock for Q3 2023, up 29% quarter-over-quarter.
- 12 funds opened new Brookfield Wealth Solutions positions in Q3 2023 and 9 closed out, a net change of +3 holders.
- The largest Brookfield Wealth Solutions buyer in Q3 2023 was Montrusco Bolton Investments, an estimated $3.69M added.
- The largest Brookfield Wealth Solutions seller in Q3 2023 was Northwest & Ethical Investments, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2023.