BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

99 hedge funds and large institutions have $209M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% 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
AllianceBernstein
1
AllianceBernstein
Tennessee
$38.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.43M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$2.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$802K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.18M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$285K
2
Norges Bank
2
Norges Bank
Norway
$756K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$574K
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$5.78M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$962K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
51
Moerus Capital Management
New York
$40.4K – – –
IRAG
52
Investment Research & Advisory Group
Georgia
$22.1K – – –
GCM
53
GoodHaven Capital Management
New Jersey
$17.1K – – –
NS
54
NBC Securities
Alabama
$16K -$3.97K -100 -20%
Citigroup
55
Citigroup
New York
$14K +$13.9K +333 +11,100%
TRCT
56
Tower Research Capital (TRC)
New York
$10.9K -$1.66K -40 -13%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$9.77K – – –
Bessemer Group
58
Bessemer Group
New Jersey
$7K – – –
HI
59
Harbour Investments
Wisconsin
$4.87K – – –
Simplex Trading
60
Simplex Trading
Illinois
$3K +$3K +76 New
KSWA
61
Kathleen S. Wright Associates
Pennsylvania
$2.99K – – –
RDIA
62
RE Dickinson Investment Advisors
Iowa
$2.41K – – –
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$2.3K – – –
DZ Bank
64
DZ Bank
Germany
$2.21K – – –
FMII
65
Farmers & Merchants Investments Inc
Nebraska
$1.58K +$1.58K +38 New
Osaic Holdings
66
Osaic Holdings
Arizona
$1.58K -$2.16K -52 -58%
SA
67
Scarborough Advisors
Maryland
$1.29K – – –
CT
68
Clearstead Trust
Maine
$1.21K – – –
GIS
69
Grayhawk Investment Strategies
Alberta, Canada
$1.08K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
AF
71
Aviso Financial
Ontario, Canada
$948 +$948 +24 New
FP
72
Financial Perspectives
Minnesota
$915 – – –
SPIA
73
Steward Partners Investment Advisory
New York
$840 -$69.7K -1,660 -99%
PP
74
Pacifica Partners
Canada
$559 -$8.94K -208 -94%
HWA
75
Heritage Wealth Advisors
Virginia
$541 – – –
1 2
3
4 5