Brookfield Wealth Solutions
BNT
95 hedge funds and large institutions have $159M invested in Brookfield Wealth Solutions 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.
47% more capital invested
Capital invested by funds: $108M → $159M (+$51.1M)
7.48% more ownership
Funds ownership: 49.15% → 56.64% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 98 → 95 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
36% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$17M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.1M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$2M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.66M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$827K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$8.69M |
| 2 |
PVI
Partners Value Investments
Hamilton,
Bermuda
|
-$6.59M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$2.78M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$789K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$504K |
BNT Hedge Fund Activity: Q4 2023 in Review
95 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2023, worth a combined $159M — up 47% from $108M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of BNT and 8 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 21 added.
The largest buyer was Bank of Nova Scotia, adding an estimated $17M. The largest seller was Verition Fund Management, exiting entirely with an estimated $8.69M sold.
- 95 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2023, down from 98 in Q3 2023.
- Funds reported $159M of Brookfield Wealth Solutions stock for Q4 2023, up 47% quarter-over-quarter.
- 8 funds opened new Brookfield Wealth Solutions positions in Q4 2023 and 11 closed out, a net change of -3 holders.
- The largest Brookfield Wealth Solutions buyer in Q4 2023 was Bank of Nova Scotia, an estimated $17M added.
- The largest Brookfield Wealth Solutions seller in Q4 2023 was Verition Fund Management, an estimated $8.69M sold.
Based on aggregated 13F filings for Q4 2023.