Brookfield Wealth Solutions
BNT
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, 15 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)
53% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$3.69M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.1M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$653K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$431K |
| 5 |
Two Sigma Investments
New York
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEI
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
-$1.43M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.13M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$1.1M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$775K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$739K |
BNT Hedge Fund Activity: Q3 2023 in Review
98 of the 6,310 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 15 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.