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 %
GCM
51
GoodHaven Capital Management
New Jersey
$17.2K – – –
TRCT
52
Tower Research Capital (TRC)
New York
$12.7K +$11K +261 +637%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$9.82K -$2.01K -48 -17%
RG
54
Retirement Group
California
$9.32K -$334 -8 -3%
PP
55
Pacifica Partners
Canada
$9.16K – – –
Bessemer Group
56
Bessemer Group
New Jersey
$7K – – –
HI
57
Harbour Investments
Wisconsin
$4.89K – – –
Osaic Holdings
58
Osaic Holdings
Arizona
$3.77K -$84 -2 -2%
KSWA
59
Kathleen S. Wright Associates
Pennsylvania
$3.01K – – –
DZ Bank
60
DZ Bank
Germany
$2.23K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$2.22K +$2.22K +54 New
RDIA
62
RE Dickinson Investment Advisors
Iowa
$2K – – –
SA
63
Scarborough Advisors
Maryland
$1.3K – – –
CT
64
Clearstead Trust
Maine
$1.21K – – –
GIS
65
Grayhawk Investment Strategies
Alberta, Canada
$1.08K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
QC
67
Quent Capital
New York
$961 +$501 +12 +109%
FP
68
Financial Perspectives
Minnesota
$919 – – –
US Bancorp
69
US Bancorp
Minnesota
$836 -$2.09K -50 -71%
CQS
70
Credential Qtrade Securities
$589 -$84 -2 -13%
HWA
71
Heritage Wealth Advisors
Virginia
$543 – – –
PTC
72
Private Trust Company
Ohio
$421 – – –
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$334 +$334 +8 New
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$292 – – –
FFA
75
Farther Finance Advisors
California
$288 -$165 -4 -36%
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3
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