BNT

Brookfield Wealth Solutions Ltd.

94 hedge funds and large institutions have $160M invested in Brookfield Wealth Solutions Ltd. in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
94
Holders Change
-3
Holders Change %
-3.09%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
21
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$29.9M 741,318 +442,111 +148%
PVI
2
Partners Value Investments
Bermuda
$29.1M 721,710 -193,290 -21%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$20.5M 512,825 +500,000 +3,899%
BC
4
Brookfield Corp
Ontario, Canada
$18.9M 467,701 -3 -0%
Principal Financial Group
5
Principal Financial Group
Iowa
$12.4M 306,137 -603 -0.2%
CI Investments Inc
6
CI Investments Inc
Ontario, Canada
$7.67M 190,092 +11,300 +6%
MBI
7
Montrusco Bolton Investments
Quebec, Canada
$6.2M 154,187 -81,610 -35%
SIC
8
Schwartz Investment Counsel
Michigan
$3.48M 86,220
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.92M 71,908 -319 -0.4%
MG
10
Markel Group
Virginia
$2.43M 60,101
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$2.35M 58,577 +58,577 New
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$2.04M 50,421 +48,843 +3,095%
CAC
13
Cowen and Company
New York
$2.01M 49,885 +11,252 +29%
CL
14
CSS LLC
Illinois
$1.83M 45,338 -904 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.68M 41,695 -3,300 -7%
Norges Bank
16
Norges Bank
Norway
$1.64M 40,745
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.33M 33,222 +24,272 +271%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.21M 30,296 -14,784 -33%
Two Sigma Investments
19
Two Sigma Investments
New York
$1.17M 28,940 +5,000 +21%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$920K 22,800 +1,400 +7%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$898K 22,465 +2,600 +13%
TCM
22
Tandem Capital Management
New Jersey
$802K 19,874 -50 -0.3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$781K 14,743 +2,081 +16%
Morgan Stanley
24
Morgan Stanley
New York
$772K 19,128 +9,697 +103%
BRIM
25
Broad Run Investment Management
Virginia
$699K 17,306