BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

97 hedge funds and large institutions have $108M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
16
Reduced
32
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVI
1
Partners Value Investments
Bermuda
$28.8M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$7.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$9.41M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$5.63M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$538K

Top Sellers

1
NEI
1
Northwest & Ethical Investments
Ontario, Canada
$0
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$0
3
CL
3
CSS LLC
Illinois
$1.46M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$0
5
KJHP
5
K.J. Harrison & Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$28.8M 915,000 +915,000 New
BC
2
Brookfield Corp
Ontario, Canada
$14.7M 467,704 – –
Principal Financial Group
3
Principal Financial Group
Iowa
$9.65M 306,740 -362 -0.1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.41M 299,207 +61,801 +26%
Verition Fund Management
5
Verition Fund Management
Connecticut
$8.69M 276,279 -4,548 -2%
MBI
6
Montrusco Bolton Investments
Quebec, Canada
$7.4M 235,797 +108,404 +85%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$5.63M 178,792 +19,200 +12%
SIC
8
Schwartz Investment Counsel
Michigan
$2.71M 86,220 – –
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.67M 72,227 -1,501 -2%
MG
10
Markel Group
Virginia
$1.89M 60,101 – –
CL
11
CSS LLC
Illinois
$1.46M 46,242 -33,102 -42%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.41M 44,995 -4,305 -9%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$1.41M 45,080 +945 +2%
Norges Bank
14
Norges Bank
Norway
$1.28M 40,745 – –
CAC
15
Cowen and Company
New York
$1.22M 38,633 -16,789 -30%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$1.06M 34,740 -2,709 -7%
Two Sigma Investments
17
Two Sigma Investments
New York
$753K 23,940 +11,800 +97%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$673K 21,400 -4,800 -18%
TCM
19
Tandem Capital Management
New Jersey
$627K 19,924 -738 -4%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$621K 19,865 +5,500 +38%
BRIM
21
Broad Run Investment Management
Virginia
$545K 17,306 +1,585 +10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$538K 12,662 +12,662 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$511K 16,200 -4,000 -20%
Bank of America
24
Bank of America
North Carolina
$435K 13,829 +1,951 +16%
CS
25
Credit Suisse
Switzerland
$419K 9,867 -489 -5%
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