BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

102 hedge funds and large institutions have $635M invested in Brookfield Wealth Solutions Ltd. in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
21
Reduced
23
Closed
20
Calls
$74K
Puts
$85K
Net Calls
-$11K
Net Calls Change
-$3K

Top Buyers

1
PVI
1
Partners Value Investments
Bermuda
$437M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$17.6M
3
TCM
3
Tandem Capital Management
New Jersey
$5.77M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
MG
3
Markel Group
Virginia
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$585K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
26
Horizon Kinetics Asset Management
New York
$1.2M +$1.2M +22,524 New
Morgan Stanley
27
Morgan Stanley
New York
$1.16M +$468K +8,803 +68%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M +$1.06M +19,977 New
BRIM
29
Broad Run Investment Management
Virginia
$836K – – –
TD Asset Management
30
TD Asset Management
Ontario, Canada
$673K +$673K +12,550 New
Vanguard Group
31
Vanguard Group
Pennsylvania
$628K – – –
TGAM
32
TBH Global Asset Management
Tennessee
$616K +$616K +11,593 New
Jane Street
33
Jane Street
New York
$616K +$3.51K +66 +0.6%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$585K -$1.02M -19,200 -64%
JVBC
35
J.V. Bruni & Co
Colorado
$563K -$4.04K -76 -0.7%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$523K -$16.5K -311 -3%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$488K -$989K -18,600 -67%
UBS AM
38
UBS AM
Illinois
$464K -$59.8K -1,125 -11%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$456K -$16.6K -312 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$452K -$282K -5,300 -38%
NIM
41
Needham Investment Management
New York
$425K – – –
Legal & General Group
42
Legal & General Group
United Kingdom
$361K – – –
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$359K +$359K +6,749 New
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K -$22.9K -432 -7%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$248K -$779K -14,625 -76%
SMP
46
Santa Monica Partners
Florida
$245K +$245K +4,603 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$233K +$233K +4,390 New
BFM
48
Boston Financial Management
Massachusetts
$230K +$230K +4,320 New
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$216K -$51.7K -977 -19%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$195K -$28K -527 -13%
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