Brookfield Wealth Solutions
92 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions 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.
9% more capital invested
Capital invested by funds: $160M → $175M (+$15.1M)
3.13% more ownership
Funds ownership: 56.77% → 59.9% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 95 → 92 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
50% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$7.07M |
| 2 |
PVI
Partners Value Investments
Hamilton,
Bermuda
|
+$4.05M |
| 3 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$1.28M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$200K |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
-$781K |
| 2 |
Morgan Stanley
New York
|
-$545K |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$517K |
| 4 |
Renaissance Technologies
New York
|
-$432K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$310K |
BNT Hedge Fund Activity: Q1 2024 in Review
92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2024, worth a combined $175M — up 9.5% from $160M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BNT and 4 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 15 added.
The largest buyer was Toronto Dominion Bank, adding an estimated $7.07M. The largest seller was Geode Capital Management, exiting entirely with an estimated $781K sold.
- 92 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2024, down from 95 in Q4 2023.
- Funds reported $175M of Brookfield Wealth Solutions stock for Q1 2024, up 9.5% quarter-over-quarter.
- 4 funds opened new Brookfield Wealth Solutions positions in Q1 2024 and 6 closed out, a net change of -2 holders.
- The largest Brookfield Wealth Solutions buyer in Q1 2024 was Toronto Dominion Bank, an estimated $7.07M added.
- The largest Brookfield Wealth Solutions seller in Q1 2024 was Geode Capital Management, an estimated $781K sold.
Based on aggregated 13F filings for Q1 2024.