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 Holding Trade Value Shares
Change 		Shares
Change %
Barclays
51
Barclays
United Kingdom
$236K +$83.1K +1,447 +54%
Zurich Cantonal Bank
52
Zurich Cantonal Bank
Switzerland
$224K +$87.5K +1,523 +64%
TRCT
53
Tower Research Capital (TRC)
New York
$209K +$126K +2,190 +152%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$124K – – –
LM
55
Lincluden Management
Ontario, Canada
$83K +$83K +1,448 New
Wells Fargo
56
Wells Fargo
California
$80.6K +$57 +1 +0.1%
Group One Trading
57
Group One Trading
Illinois
$80.4K +$63.2K +1,100 +367%
MCM
58
Moerus Capital Management
New York
$55.8K – – –
Citigroup
59
Citigroup
New York
$45.4K +$45.2K +787 +26,233%
WT
60
Whittier Trust
California
$42.7K – – –
SAM
61
Shell Asset Management
Netherlands
$38K – – –
RDIA
62
RE Dickinson Investment Advisors
Iowa
$33K – – –
IRAG
63
Investment Research & Advisory Group
Georgia
$31.5K – – –
GCM
64
GoodHaven Capital Management
New Jersey
$23.6K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$16.4K – – –
GWM
66
Guardian Wealth Management
Illinois
$12.5K – – –
Bessemer Group
67
Bessemer Group
New Jersey
$10K – – –
HWM
68
Hemington Wealth Management
Virginia
$8K – – –
GRP
69
Global Retirement Partners
California
$7.58K – – –
HI
70
Harbour Investments
Wisconsin
$6.72K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$5.34K -$229K -3,993 -98%
BlackRock
72
BlackRock
New York
$5.11K +$5.11K +89 New
Osaic Holdings
73
Osaic Holdings
Arizona
$5.02K – – –
SCM
74
Sterling Capital Management
North Carolina
$4.48K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
1 2
3
4 5