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BNT

Brookfield Wealth Solutions
BNT

103 hedge funds and large institutions have $635M invested in Brookfield Wealth Solutions in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more capital invested

Capital invested by funds: $209M → $635M (+$425M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

4.68% more ownership

Funds ownership: 36.58% → 41.25% (+4.7%)

3% more funds holding

Funds holding: 100 → 103 (+3)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

13% less call options, than puts

Call options by funds: $74K | Put options by funds: $85K

Holders
103
Holders Change
+3
Holders Change %
+3%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
21
Reduced
23
Closed
20
Calls
$74K
Puts
$85K
Net Calls
-$11K
Net Calls Change
-$3K

Top Buyers

1
PVI
Partners Value Investments
Bermuda
+$350M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$15.3M
3
TCM
Tandem Capital Management
New Jersey
+$4.17M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.62M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.39M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$38.7M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.93M
3
MG
Markel Group
Virginia
-$2.5M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1,000K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$909K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.37K +75 +214%
BP
77
BNP Paribas
France
$3.51K +$3.12K +99 New
RDIA
78
RE Dickinson Investment Advisors
Iowa
$3.08K – – –
DZ Bank
79
DZ Bank
Germany
$2.82K – – –
KSWA
80
Kathleen S. Wright Associates
Pennsylvania
$2.76K -$946 -30 -28%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$2.02K – – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.65K +$1.48K +47 New
FP
83
Financial Perspectives
Minnesota
$1.17K – – –
SS
84
Sunbelt Securities
Texas
$1.12K +$820 +26 +433%
AF
85
Aviso Financial
Ontario, Canada
$1.12K -$126 -4 -11%
SPIA
86
Steward Partners Investment Advisory
New York
$1.07K – – –
PP
87
Pacifica Partners
Canada
$693 – – –
HWA
88
Heritage Wealth Advisors
Virginia
$691 – – –
PTC
89
Private Trust Company
Ohio
$638 – – –
QC
90
Quent Capital
New York
$585 – – –
CH
91
Cromwell Holdings
Wyoming
$319 – – –
CFGS
92
Concourse Financial Group Securities
Alabama
$273 – – –
CA
93
Clearstead Advisors
Ohio
$266 – – –
FWM
94
FSA Wealth Management
Massachusetts
$213 +$189 +6 New
Citigroup
95
Citigroup
New York
$160 -$15.7K -499 -99%
FFA
96
Farther Finance Advisors
California
$159 -$189 -6 -55%
MCM
97
Manchester Capital Management
Vermont
$107 – – –
FGA
98
Fortis Group Advisors
New Jersey
$106 – – –
OC
99
Oakworth Capital
Alabama
$106 – – –
RF
100
Robinswood Financial
Washington
$106 – – –
1 2 3
4
5

BNT Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q3 2024, worth a combined $635M — up 203% from $209M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BNT positions and 20 closed out — a net gain of 4 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was Partners Value Investments, adding an estimated $350M. The largest seller was AllianceBernstein, exiting entirely with an estimated $38.7M sold.

  • 103 institutional investors held Brookfield Wealth Solutions (BNT) as of Q3 2024, up from 100 in Q2 2024.
  • Funds reported $635M of Brookfield Wealth Solutions stock for Q3 2024, up 203% quarter-over-quarter.
  • 24 funds opened new Brookfield Wealth Solutions positions in Q3 2024 and 20 closed out, a net change of +4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q3 2024 was Partners Value Investments, an estimated $350M added.
  • The largest Brookfield Wealth Solutions seller in Q3 2024 was AllianceBernstein, an estimated $38.7M sold.

Based on aggregated 13F filings for Q3 2024.