BNT

Brookfield Wealth Solutions

91 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$781K
2 -$564K
3 -$539K
4
Renaissance Technologies
Renaissance Technologies
New York
-$449K
5
Invesco
Invesco
Georgia
-$310K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$34.3M
2
$30.8M
3
$21M
4
$19.5M
5
$12.8M
6
$9.42M
7
$7.75M
8
$6.46M
9
$3.6M
10
$3.01M
11
$2.68M
12
$2.51M
13
$2.08M
14
$1.89M
15
$1.7M
16
$1.44M
17
$1.33M
18
$1.3M
19
$1.24M
20
$954K
21
$945K
22
$836K
23
$735K
24
$723K
25
$656K