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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
UBS Group
51
UBS Group
Switzerland
$175K -$208K -6,601 -57%
Barclays
52
Barclays
United Kingdom
$142K +$126K +3,996 New
TWC
53
TD Waterhouse Canada
Ontario, Canada
$135K -$35.8K -1,134 -23%
Zurich Cantonal Bank
54
Zurich Cantonal Bank
Switzerland
$126K +$50.5K +1,601 +82%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$122K +$109K +3,450 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$113K +$97.8K +3,101 +3,828%
NS
57
NBC Securities
Alabama
$88K +$60K +1,902 +314%
TRCT
58
Tower Research Capital (TRC)
New York
$76.5K +$55.7K +1,767 +450%
Wells Fargo
59
Wells Fargo
California
$74.5K -$410 -13 -0.6%
MCM
60
Moerus Capital Management
New York
$51.6K – – –
WT
61
Whittier Trust
California
$39.5K +$35.2K +1,116 New
SAM
62
Shell Asset Management
Netherlands
$35K +$31.5K +999 New
IRAG
63
Investment Research & Advisory Group
Georgia
$27.5K – – –
WI
64
Wintrust Investments
Illinois
$23K +$20.7K +656 New
GCM
65
GoodHaven Capital Management
New Jersey
$21.8K – – –
Group One Trading
66
Group One Trading
Illinois
$15.9K +$14.2K +450 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15.2K +$2.4K +76 +22%
GWMI
68
Guardian Wealth Management (Illinois)
Illinois
$11.5K +$10.3K +326 New
Bessemer Group
69
Bessemer Group
New Jersey
$9K – – –
GRP
70
Global Retirement Partners
California
$7.02K +$6.18K +196 +9,800%
HWM
71
Hemington Wealth Management
Virginia
$7K +$6.78K +215 New
HI
72
Harbour Investments
Wisconsin
$6.22K – – –
Osaic Holdings
73
Osaic Holdings
Arizona
$4.7K +$2.37K +75 +132%
SCM
74
Sterling Capital Management
North Carolina
$4.15K +$3.69K +117 New
Simplex Trading
75
Simplex Trading
Illinois
$4K – – –
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.