BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $749M invested in Brookfield Wealth Solutions Ltd. in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
24
Closed
9
Calls
$23K
Puts
$63K
Net Calls
-$40K
Net Calls Change
-$29K

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$71.2M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$17.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$16.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.23M
5
UBS Group
5
UBS Group
Switzerland
$1.34M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$8.36M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$2.69M
3
CL
3
CSS LLC
Illinois
$734K
4
Millennium Management
4
Millennium Management
New York
$0
5
TGAM
5
TBH Global Asset Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.34M 23,395 +20,096 +609%
SC
27
Searle & Co
Connecticut
$1.3M 22,654 – –
HKAM
28
Horizon Kinetics Asset Management
New York
$1.27M 22,047 -477 -2%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$1.15M 19,977 – –
Morgan Stanley
30
Morgan Stanley
New York
$1.11M 19,238 -2,544 -12%
First Trust Advisors
31
First Trust Advisors
Illinois
$1.01M 17,553 +17,553 New
BRIM
32
Broad Run Investment Management
Virginia
$903K 15,721 – –
Vanguard Group
33
Vanguard Group
Pennsylvania
$878K 15,259 +3,449 +29%
UBS AM
34
UBS AM
Illinois
$785K 13,675 +4,953 +57%
CL
35
CSS LLC
Illinois
$734K 12,770 -32,568 -72%
Legal & General Group
36
Legal & General Group
United Kingdom
$721K 12,539 +5,757 +85%
JVBC
37
J.V. Bruni & Co
Colorado
$600K 10,441 -152 -1%
Jane Street
38
Jane Street
New York
$517K 8,998 -2,590 -22%
Renaissance Technologies
39
Renaissance Technologies
New York
$511K 8,900 +400 +5%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$499K 8,682 +113 +1%
NIM
41
Needham Investment Management
New York
$460K 8,000 – –
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$372K 6,470 -279 -4%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$342K 5,976 -238 -4%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$287K 5,000 -6,000 -55%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$267K 4,651 – –
SMP
46
Santa Monica Partners
Florida
$265K 4,603 – –
TWC
47
TD Waterhouse Canada
Ontario, Canada
$262K 4,566 +2,009 +79%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$260K 4,521 +131 +3%
PFSRSONJ
49
Police & Firemen's Retirement System of New Jersey
New Jersey
$251K 4,358 +4,358 New
BFM
50
Boston Financial Management
Massachusetts
$248K 4,320 – –
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