Brookfield Wealth Solutions
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.
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%)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$1.89M |
| 2 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$979K |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$749K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$539K |
| 5 |
Two Sigma Advisers
New York
|
+$525K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$334 | -12 | Closed |
|
|
DMIC
102
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| – | -$126 | -5 | Closed |
|
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.