BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

102 hedge funds and large institutions have $635M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% 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
1
Partners Value Investments
Bermuda
$437M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$17.6M
3
TCM
3
Tandem Capital Management
New Jersey
$5.77M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
MG
3
Markel Group
Virginia
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$585K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4K 73 +50 +217%
BP
77
BNP Paribas
France
$3.51K 66 +66 New
RDIA
78
RE Dickinson Investment Advisors
Iowa
$3.08K 58 – –
DZ Bank
79
DZ Bank
Germany
$2.82K 53 – –
KSWA
80
Kathleen S. Wright Associates
Pennsylvania
$2.76K 52 -20 -28%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$2.02K 38 – –
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.65K 31 +31 New
FP
83
Financial Perspectives
Minnesota
$1.17K 22 – –
SS
84
Sunbelt Securities
Texas
$1.12K 21 +17 +425%
AF
85
Aviso Financial
Ontario, Canada
$1.12K 21 -3 -13%
SPIA
86
Steward Partners Investment Advisory
New York
$1.07K 20 – –
PP
87
Pacifica Partners
Canada
$693 13 – –
HWA
88
Heritage Wealth Advisors
Virginia
$691 13 – –
PTC
89
Private Trust Company
Ohio
$638 12 – –
QC
90
Quent Capital
New York
$585 11 – –
CH
91
Cromwell Holdings
Wyoming
$319 6 – –
CFGS
92
Concourse Financial Group Securities
Alabama
$273 5 – –
CA
93
Clearstead Advisors
Ohio
$266 5 – –
FWM
94
FSA Wealth Management
Massachusetts
$213 4 +4 New
Citigroup
95
Citigroup
New York
$160 3 -333 -99%
FFA
96
Farther Finance Advisors
California
$159 3 -4 -57%
MCM
97
Manchester Capital Management
Vermont
$107 2 – –
FGA
98
Fortis Group Advisors
New Jersey
$106 2 – –
OC
99
Oakworth Capital
Alabama
$106 2 – –
PFBT
100
Parkside Financial Bank & Trust
Missouri
$54 1 – –
1 2 3
4
5