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BNT

Brookfield Wealth Solutions
BNT

92 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

9% more capital invested

Capital invested by funds: $160M → $175M (+$15.1M)

3.13% more ownership

Funds ownership: 56.77% → 59.9% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 95 → 92 (-3)

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
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
15
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$7.07M
2
PVI
Partners Value Investments
Bermuda
+$4.05M
3
TPM
Triasima Portfolio Management
Quebec, Canada
+$1.28M
4
N
Nuveen
North Carolina
+$200K
5
Swiss National Bank
Swiss National Bank
Switzerland
+$44.4K

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$781K
2
Morgan Stanley
Morgan Stanley
New York
-$545K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$517K
4
Renaissance Technologies
Renaissance Technologies
New York
-$432K
5
Invesco
Invesco
Georgia
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$585K -$81.2K -3,017 -13%
Goldman Sachs
27
Goldman Sachs
New York
$548K +$29K +1,078 +6%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$512K +$23.8K +885 +5%
JVBC
29
J.V. Bruni & Co
Colorado
$448K -$7.11K -264 -2%
CS
30
Credit Suisse
Switzerland
$412K -$69.9K -2,597 -19%
NIM
31
Needham Investment Management
New York
$334K – – –
Wellington Management Group
32
Wellington Management Group
Massachusetts
$281K – – –
TWC
33
TD Waterhouse Canada
Ontario, Canada
$271K -$20.3K -754 -9%
Vanguard Group
34
Vanguard Group
Pennsylvania
$245K – – –
Morgan Stanley
35
Morgan Stanley
New York
$235K -$545K -20,254 -71%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201K -$8.05K -299 -5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$194K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$185K -$65.6K -2,439 -28%
JP Morgan Chase
39
JP Morgan Chase
New York
$90.7K -$6.57K -244 -7%
UBS Group
40
UBS Group
Switzerland
$87.3K +$5.81K +216 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$70.2K – – –
Wells Fargo
42
Wells Fargo
California
$60.6K -$727 -27 -1%
Barclays
43
Barclays
United Kingdom
$59.8K +$4.12K +153 +8%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$54.7K +$4.2K +156 +9%
Zurich Cantonal Bank
45
Zurich Cantonal Bank
Switzerland
$54.5K – – –
MCM
46
Moerus Capital Management
New York
$40.6K – – –
First Manhattan
47
First Manhattan
New York
$30.9K -$17.6K -653 -37%
SAM
48
Shell Asset Management
Netherlands
$28K +$1.61K +60 +6%
IRAG
49
Investment Research & Advisory Group
Georgia
$24.4K – – –
NS
50
NBC Securities
Alabama
$21K +$2.02K +75 +11%
1
2
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BNT Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2024, worth a combined $175M — up 9.5% from $160M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BNT and 4 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was Toronto Dominion Bank, adding an estimated $7.07M. The largest seller was Geode Capital Management, exiting entirely with an estimated $781K sold.

  • 92 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $175M of Brookfield Wealth Solutions stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 4 funds opened new Brookfield Wealth Solutions positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2024 was Toronto Dominion Bank, an estimated $7.07M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2024 was Geode Capital Management, an estimated $781K sold.

Based on aggregated 13F filings for Q1 2024.