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.

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 %
CA
76
Clearstead Advisors
Ohio
$220 -$660 -15 -75%
CFGS
77
Concourse Financial Group Securities
Alabama
$214 -$43 -1 -17%
SS
78
Sunbelt Securities
Texas
$167 – – –
FWM
79
FSA Wealth Management
Massachusetts
$167 – – –
Citigroup
80
Citigroup
New York
$126 – – –
DMIC
81
Dixon Mitchell Investment Counsel
British Columbia, Canada
$126 +$126 +3 New
WT
82
Washington Trust
Rhode Island
$125 -$292 -7 -70%
FGA
83
Fortis Group Advisors
New Jersey
$84 -$84 -2 -50%
OC
84
Oakworth Capital
Alabama
$84 – – –
EL
85
EMFO LLC
Florida
$84 – – –
PFBT
86
Parkside Financial Bank & Trust
Missouri
$43 – – –
KFS
87
Kelly Financial Services
Massachusetts
$43 – – –
GRP
88
Global Retirement Partners
California
$42 – – –
NA
89
NewEdge Advisors
Louisiana
$42 – – –
Geode Capital Management
90
Geode Capital Management
Massachusetts
– -$781K -14,743 Closed
Invesco
91
Invesco
Georgia
– -$310K -7,677 Closed
WI
92
Wintrust Investments
Illinois
– -$267K -6,621 Closed
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
– -$52.4K -1,305 Closed
NFA
94
Northwest Financial Advisors
Virginia
– -$1.77K -44 Closed
AA
95
Addison Advisors
Vermont
– -$606 -15 Closed
1 2 3
4