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 %
NA
101
NewEdge Advisors
Louisiana
$53 1 – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
– – -70,448 Closed
MG
103
Markel Group
Virginia
– – -60,101 Closed
Two Sigma Investments
104
Two Sigma Investments
New York
– – -24,040 Closed
Norges Bank
105
Norges Bank
Norway
– – -18,179 Closed
Wellington Management Group
106
Wellington Management Group
Massachusetts
– – -6,733 Closed
QC
107
Quadrature Capital
United Kingdom
– – -6,500 Closed
Citadel Advisors
108
Citadel Advisors
Florida
– – -5,109 Closed
AllianceBernstein
109
AllianceBernstein
Tennessee
– – -1,828 Closed
SA
110
Scarborough Advisors
Maryland
– – -31 Closed
CT
111
Clearstead Trust
Maine
– – -29 Closed
GIS
112
Grayhawk Investment Strategies
Alberta, Canada
– – -19 Closed
MG
113
Mather Group
Illinois
– – -10 Closed
ADL
114
Asset Dedication LLC
California
– – -8 Closed
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
– – -7 Closed
HIIFS
116
Harel Insurance Investments & Financial Services
Israel
– – -5 Closed
WT
117
Washington Trust
Rhode Island
– – -3 Closed
MCA
118
Maryland Capital Advisors
Maryland
– – -1 Closed
KFS
119
Kelly Financial Services
Massachusetts
– – -1 Closed
RI
120
Ridgewood Investments
New Jersey
– – -1 Closed
US Bancorp
121
US Bancorp
Minnesota
– – -1 Closed
C
122
Covestor
United Kingdom
$0 2 – –
1 2 3 4
5