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BNT

Brookfield Wealth Solutions
BNT

106 hedge funds and large institutions have $749M invested in Brookfield Wealth Solutions in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

18% more capital invested

Capital invested by funds: $635M → $749M (+$114M)

3.78% more ownership

Funds ownership: 41.25% → 45.03% (+3.8%)

3% more funds holding

Funds holding: 103 → 106 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

63% less call options, than puts

Call options by funds: $23K | Put options by funds: $63K

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
24
Closed
9
Calls
$23K
Puts
$63K
Net Calls
-$40K
Net Calls Change
-$29K

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$43.7M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$17.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$16.3M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$1.48M
5
UBS Group
UBS Group
Switzerland
+$1.14M

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$10.5M
2
N
Nuveen
North Carolina
-$2.5M
3
CL
CSS LLC
Illinois
-$1.84M
4
Millennium Management
Millennium Management
New York
-$1.52M
5
TGAM
TBH Global Asset Management
Tennessee
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
76
BNP Paribas
France
$3.79K – – –
DZ Bank
77
DZ Bank
Germany
$3.05K – – –
KSWA
78
Kathleen S. Wright Associates
Pennsylvania
$2.24K -$716 -19 -24%
FMII
79
Farmers & Merchants Investments Inc
Nebraska
$2.18K – – –
FP
80
Financial Perspectives
Minnesota
$1.26K – – –
SS
81
Sunbelt Securities
Texas
$1.21K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$1.16K – – –
GIS
83
Grayhawk Investment Strategies
Alberta, Canada
$1.09K +$1.09K +29 New
AF
84
Aviso Financial
Ontario, Canada
$805 -$414 -11 -34%
HWA
85
Heritage Wealth Advisors
Virginia
$747 – – –
PTC
86
Private Trust Company
Ohio
$689 – – –
QC
87
Quent Capital
New York
$632 – – –
PP
88
Pacifica Partners
Canada
$517 -$226 -6 -30%
CFGS
89
Concourse Financial Group Securities
Alabama
$479 +$151 +4 +50%
MCM
90
MAI Capital Management
Ohio
$345 +$339 +9 New
CA
91
Clearstead Advisors
Ohio
$288 – – –
JAM
92
JCIC Asset Management
Ontario, Canada
$287 +$301 +8 New
FFA
93
Farther Finance Advisors
California
$172 – – –
WT
94
Washington Trust
Rhode Island
$172 +$188 +5 New
FWM
95
FSA Wealth Management
Massachusetts
$115 -$113 -3 -50%
FGA
96
Fortis Group Advisors
New Jersey
$115 – – –
MCM
97
Manchester Capital Management
Vermont
$115 – – –
OC
98
Oakworth Capital
Alabama
$115 – – –
RF
99
Robinswood Financial
Washington
$114 – – –
NS
100
NBC Securities
Alabama
$96 -$94.4K -2,505 -100%
1 2 3
4
5

BNT Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2024, worth a combined $749M — up 18% from $635M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BNT positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.

The largest buyer was Brookfield Corp, adding an estimated $43.7M. The largest seller was Toronto Dominion Bank, cutting an estimated $10.5M.

  • 106 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $749M of Brookfield Wealth Solutions stock for Q4 2024, up 18% quarter-over-quarter.
  • 12 funds opened new Brookfield Wealth Solutions positions in Q4 2024 and 9 closed out, a net change of +3 holders.
  • The largest Brookfield Wealth Solutions buyer in Q4 2024 was Brookfield Corp, an estimated $43.7M added.
  • The largest Brookfield Wealth Solutions seller in Q4 2024 was Toronto Dominion Bank, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2024.