We are live on ! Find out more
BNT

Brookfield Wealth Solutions
BNT

100 hedge funds and large institutions have $209M invested in Brookfield Wealth Solutions in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $175M → $209M (+$34.6M)

9% more funds holding

Funds holding: 92 → 100 (+8)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less call options, than puts

Call options by funds: $29K | Put options by funds: $37K

23.33% less ownership

Funds ownership: 59.9% → 36.58% (-23%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
21
Reduced
20
Closed
4
Calls
$29K
Puts
$37K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.89M
2
TPM
Triasima Portfolio Management
Quebec, Canada
+$979K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$749K
4
N
Nuveen
North Carolina
+$539K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$525K

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$9.11M
2
Norges Bank
Norges Bank
Norway
-$941K
3
Renaissance Technologies
Renaissance Technologies
New York
-$717K
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$605K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$773K +$267K +9,615 +53%
Norges Bank
27
Norges Bank
Norway
$756K -$941K -33,849 -55%
BRIM
28
Broad Run Investment Management
Virginia
$654K -$66.1K -2,377 -9%
Renaissance Technologies
29
Renaissance Technologies
New York
$574K -$717K -25,793 -55%
Morgan Stanley
30
Morgan Stanley
New York
$540K +$307K +11,031 +131%
Vanguard Group
31
Vanguard Group
Pennsylvania
$491K +$248K +8,910 +101%
Jane Street
32
Jane Street
New York
$479K +$480K +17,283 New
JVBC
33
J.V. Bruni & Co
Colorado
$444K -$2.17K -78 -0.5%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$422K +$423K +15,219 New
UBS AM
35
UBS AM
Illinois
$410K +$411K +14,771 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$369K +$370K +13,322 New
NIM
37
Needham Investment Management
New York
$333K – – –
UBS Group
38
UBS Group
Switzerland
$320K +$234K +8,415 +268%
Toronto Dominion Bank
39
Toronto Dominion Bank
Ontario, Canada
$285K -$9.11M -327,859 -97%
Legal & General Group
40
Legal & General Group
United Kingdom
$282K +$283K +10,173 New
Wellington Management Group
41
Wellington Management Group
Massachusetts
$280K – – –
QC
42
Quadrature Capital
United Kingdom
$270K +$271K +9,750 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$263K +$128K +4,608 +86%
Citadel Advisors
44
Citadel Advisors
Florida
$212K +$213K +7,664 New
JP Morgan Chase
45
JP Morgan Chase
New York
$211K +$121K +4,338 +133%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$193K – – –
National Bank of Canada
47
National Bank of Canada
Quebec, Canada
$171K -$56 -2 -0%
TWC
48
TD Waterhouse Canada
Ontario, Canada
$136K -$72.6K -2,613 -34%
Wells Fargo
49
Wells Fargo
California
$58.7K -$1.22K -44 -2%
Zurich Cantonal Bank
50
Zurich Cantonal Bank
Switzerland
$54.2K – – –
1
2
3 4 5

BNT Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2024, worth a combined $209M — up 20% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 4 closed out — a net gain of 13 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.89M. The largest seller was Toronto Dominion Bank, cutting an estimated $9.11M.

  • 100 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $209M of Brookfield Wealth Solutions stock for Q2 2024, up 20% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2024 and 4 closed out, a net change of +13 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2024 was Goldman Sachs, an estimated $1.89M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2024 was Toronto Dominion Bank, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.