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BNT

Brookfield Wealth Solutions
BNT

100 hedge funds and large institutions have $209M invested in Brookfield Wealth Solutions in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $175M → $209M (+$34.6M)

9% more funds holding

Funds holding: 92 → 100 (+8)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

22% less call options, than puts

Call options by funds: $29K | Put options by funds: $37K

23.33% less ownership

Funds ownership: 59.9% → 36.58% (-23%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
21
Reduced
20
Closed
4
Calls
$29K
Puts
$37K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.89M
2
TPM
Triasima Portfolio Management
Quebec, Canada
+$979K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$749K
4
N
Nuveen
North Carolina
+$539K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$525K

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$9.11M
2
Norges Bank
Norges Bank
Norway
-$941K
3
Renaissance Technologies
Renaissance Technologies
New York
-$717K
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$605K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Private Trust Company
Ohio
$499 +$83 +3 +20%
QC
77
Quent Capital
New York
$457 -$500 -18 -51%
MG
78
Mather Group
Illinois
$418 +$417 +15 New
ADL
79
Asset Dedication LLC
California
$333 +$334 +12 New
FFA
80
Farther Finance Advisors
California
$292 – – –
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$291 – – –
CH
82
Cromwell Holdings
Wyoming
$250 +$250 +9 New
CFGS
83
Concourse Financial Group Securities
Alabama
$213 – – –
CA
84
Clearstead Advisors
Ohio
$208 – – –
SS
85
Sunbelt Securities
Texas
$166 – – –
WT
86
Washington Trust
Rhode Island
$125 – – –
EL
87
EMFO LLC
Florida
$84 – – –
MCM
88
Manchester Capital Management
Vermont
$84 +$83 +3 New
FGA
89
Fortis Group Advisors
New Jersey
$83 – – –
OC
90
Oakworth Capital
Alabama
$83 – – –
RF
91
Robinswood Financial
Washington
$83 – – –
RI
92
Ridgewood Investments
New Jersey
$52 +$56 +2 New
KFS
93
Kelly Financial Services
Massachusetts
$43 – – –
PFBT
94
Parkside Financial Bank & Trust
Missouri
$43 – – –
US Bancorp
95
US Bancorp
Minnesota
$42 -$778 -28 -93%
GRP
96
Global Retirement Partners
California
$42 – – –
NA
97
NewEdge Advisors
Louisiana
$42 – – –
MCA
98
Maryland Capital Advisors
Maryland
$42 +$56 +2 New
Barclays
99
Barclays
United Kingdom
– -$59.8K -2,147 Closed
First Manhattan
100
First Manhattan
New York
– -$30.9K -1,110 Closed
1 2 3
4
5

BNT Hedge Fund Activity: Q2 2024 in Review

100 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2024, worth a combined $209M — up 20% from $175M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BNT positions and 4 closed out — a net gain of 13 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.89M. The largest seller was Toronto Dominion Bank, cutting an estimated $9.11M.

  • 100 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $209M of Brookfield Wealth Solutions stock for Q2 2024, up 20% quarter-over-quarter.
  • 17 funds opened new Brookfield Wealth Solutions positions in Q2 2024 and 4 closed out, a net change of +13 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2024 was Goldman Sachs, an estimated $1.89M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2024 was Toronto Dominion Bank, an estimated $9.11M sold.

Based on aggregated 13F filings for Q2 2024.