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BNT

Brookfield Wealth Solutions
BNT

103 hedge funds and large institutions have $635M invested in Brookfield Wealth Solutions 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

203% more capital invested

Capital invested by funds: $209M → $635M (+$425M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

4.68% more ownership

Funds ownership: 36.58% → 41.25% (+4.7%)

3% more funds holding

Funds holding: 100 → 103 (+3)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

13% less call options, than puts

Call options by funds: $74K | Put options by funds: $85K

Holders
103
Holders Change
+3
Holders Change %
+3%
% 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
Partners Value Investments
Bermuda
+$350M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$15.3M
3
TCM
Tandem Capital Management
New Jersey
+$4.17M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.39M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$38.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.93M
3
MG
Markel Group
Virginia
-$2.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1,000K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$909K
Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
26
Horizon Kinetics Asset Management
New York
$1.2M +$1.07M +33,786 New
Morgan Stanley
27
Morgan Stanley
New York
$1.16M +$417K +13,204 +68%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M +$945K +29,966 New
BRIM
29
Broad Run Investment Management
Virginia
$836K – – –
TD Asset Management
30
TD Asset Management
Ontario, Canada
$673K +$594K +18,825 New
Vanguard Group
31
Vanguard Group
Pennsylvania
$628K – – –
TGAM
32
TBH Global Asset Management
Tennessee
$616K +$549K +17,390 New
Jane Street
33
Jane Street
New York
$616K +$3.12K +99 +0.6%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$585K -$909K -28,800 -64%
JVBC
35
J.V. Bruni & Co
Colorado
$563K -$3.6K -114 -0.7%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$523K -$14.7K -466 -3%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$488K -$880K -27,900 -67%
UBS AM
38
UBS AM
Illinois
$464K -$53.3K -1,688 -11%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$456K -$14.8K -468 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$452K -$251K -7,950 -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 +$319K +10,124 New
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$329K -$20.4K -648 -7%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$248K -$692K -21,937 -76%
SMP
46
Santa Monica Partners
Florida
$245K +$218K +6,905 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$233K +$208K +6,585 New
BFM
48
Boston Financial Management
Massachusetts
$230K +$204K +6,480 New
JP Morgan Chase
49
JP Morgan Chase
New York
$216K -$46.2K -1,466 -19%
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$195K -$24.9K -790 -13%
1
2
3 4 5

BNT Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2024, worth a combined $635M — up 203% from $209M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNT positions and 20 closed out — a net gain of 4 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Partners Value Investments, adding an estimated $350M. The largest seller was AllianceBernstein, exiting entirely with an estimated $38.7M sold.

  • 103 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $635M of Brookfield Wealth Solutions stock for Q3 2024, up 203% quarter-over-quarter.
  • 24 funds opened new Brookfield Wealth Solutions positions in Q3 2024 and 20 closed out, a net change of +4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q3 2024 was Partners Value Investments, an estimated $350M added.
  • The largest Brookfield Wealth Solutions seller in Q3 2024 was AllianceBernstein, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2024.