BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

99 hedge funds and large institutions have $209M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% 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
AllianceBernstein
1
AllianceBernstein
Tennessee
$38.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.43M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$2.3M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$802K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.18M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$285K
2
Norges Bank
2
Norges Bank
Norway
$756K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$574K
4
MBI
4
Montrusco Bolton Investments
Quebec, Canada
$5.78M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$962K
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$499 12 +2 +20%
QC
77
Quent Capital
New York
$457 11 -12 -52%
MG
78
Mather Group
Illinois
$418 10 +10 New
ADL
79
Asset Dedication LLC
California
$333 8 +8 New
FFA
80
Farther Finance Advisors
California
$292 7 – –
1832 Asset Management
81
1832 Asset Management
Ontario, Canada
$291 7 – –
CH
82
Cromwell Holdings
Wyoming
$250 6 +6 New
CFGS
83
Concourse Financial Group Securities
Alabama
$213 5 – –
CA
84
Clearstead Advisors
Ohio
$208 5 – –
SS
85
Sunbelt Securities
Texas
$166 4 – –
WT
86
Washington Trust
Rhode Island
$125 3 – –
EL
87
EMFO LLC
Florida
$84 2 – –
MCM
88
Manchester Capital Management
Vermont
$84 2 +2 New
FGA
89
Fortis Group Advisors
New Jersey
$83 2 – –
OC
90
Oakworth Capital
Alabama
$83 2 – –
RI
91
Ridgewood Investments
New Jersey
$52 1 +1 New
KFS
92
Kelly Financial Services
Massachusetts
$43 1 – –
PFBT
93
Parkside Financial Bank & Trust
Missouri
$43 1 – –
US Bancorp
94
US Bancorp
Minnesota
$42 1 -19 -95%
NA
95
NewEdge Advisors
Louisiana
$42 1 – –
GRP
96
Global Retirement Partners
California
$42 1 – –
MCA
97
Maryland Capital Advisors
Maryland
$42 1 +1 New
Barclays
98
Barclays
United Kingdom
– – -1,431 Closed
First Manhattan
99
First Manhattan
New York
– – -740 Closed
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
– – -8 Closed
1 2 3
4
5