BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

91 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions Ltd. 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
Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
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
1
Toronto Dominion Bank
Ontario, Canada
$9.42M
2
PVI
2
Partners Value Investments
Bermuda
$34.3M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$1.33M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.68M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$656K

Top Sellers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$235K
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$21M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.3M
5
Invesco
5
Invesco
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$585K -$84K -2,011 -13%
Goldman Sachs
27
Goldman Sachs
New York
$548K +$30K +719 +6%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$512K +$24.8K +590 +5%
JVBC
29
J.V. Bruni & Co
Colorado
$448K -$7.35K -176 -2%
CS
30
Credit Suisse
Switzerland
$412K -$98.6K -1,731 -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 -$26.9K -503 -9%
Vanguard Group
34
Vanguard Group
Pennsylvania
$245K – – –
Morgan Stanley
35
Morgan Stanley
New York
$235K -$564K -13,503 -71%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$201K -$11.2K -199 -5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$194K – – –
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$185K -$71.7K -1,626 -28%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$90.7K -$6.81K -163 -7%
UBS Group
40
UBS Group
Switzerland
$87.3K +$6.02K +144 +7%
SPIA
41
Steward Partners Investment Advisory
New York
$70.2K – – –
Wells Fargo
42
Wells Fargo
California
$60.6K -$757 -18 -1%
Barclays
43
Barclays
United Kingdom
$60K +$4.28K +102 +8%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$54.7K +$4.38K +104 +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 -$18.2K -435 -37%
SAM
48
Shell Asset Management
Netherlands
$28K +$1.68K +40 +6%
IRAG
49
Investment Research & Advisory Group
Georgia
$24.4K – – –
NS
50
NBC Securities
Alabama
$21K +$2.09K +50 +11%
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