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.

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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$175K 3,299 -4,401 -57%
Barclays
52
Barclays
United Kingdom
$142K 2,664 +2,664 New
TWC
53
TD Waterhouse Canada
Ontario, Canada
$135K 2,557 -756 -23%
Zurich Cantonal Bank
54
Zurich Cantonal Bank
Switzerland
$126K 2,371 +1,067 +82%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$122K 2,300 +2,300 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$113K 2,121 +2,067 +3,828%
NS
57
NBC Securities
Alabama
$88K 1,671 +1,268 +315%
TRCT
58
Tower Research Capital (TRC)
New York
$76.6K 1,440 +1,178 +450%
Wells Fargo
59
Wells Fargo
California
$74.5K 1,401 -9 -0.6%
MCM
60
Moerus Capital Management
New York
$51.6K 971 – –
WT
61
Whittier Trust
California
$39.5K 744 +744 New
SAM
62
Shell Asset Management
Netherlands
$35K 666 +666 New
IRAG
63
Investment Research & Advisory Group
Georgia
$27.5K 580 – –
WI
64
Wintrust Investments
Illinois
$23K 437 +437 New
GCM
65
GoodHaven Capital Management
New Jersey
$21.8K 411 – –
Group One Trading
66
Group One Trading
Illinois
$15.9K 300 +300 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15.2K 286 +51 +22%
GWM
68
Guardian Wealth Management
Illinois
$11.5K 217 +217 New
Bessemer Group
69
Bessemer Group
New Jersey
$9K 173 – –
GRP
70
Global Retirement Partners
California
$7.02K 132 +131 +13,100%
HWM
71
Hemington Wealth Management
Virginia
$7K 143 +143 New
HI
72
Harbour Investments
Wisconsin
$6.22K 117 – –
Osaic Holdings
73
Osaic Holdings
Arizona
$4.7K 88 +50 +132%
SCM
74
Sterling Capital Management
North Carolina
$4.15K 78 +78 New
Simplex Trading
75
Simplex Trading
Illinois
$4K 76 – –
1 2
3
4 5