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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
PFBT
101
Parkside Financial Bank & Trust
Missouri
$54 – – –
NA
102
NewEdge Advisors
Louisiana
$53 – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
– -$2.93M -105,672 Closed
MG
104
Markel Group
Virginia
– -$2.5M -90,152 Closed
Two Sigma Investments
105
Two Sigma Investments
New York
– -$1,000K -36,060 Closed
Norges Bank
106
Norges Bank
Norway
– -$756K -27,269 Closed
Wellington Management Group
107
Wellington Management Group
Massachusetts
– -$280K -10,100 Closed
QC
108
Quadrature Capital
United Kingdom
– -$270K -9,750 Closed
Citadel Advisors
109
Citadel Advisors
Florida
– -$212K -7,664 Closed
AllianceBernstein
110
AllianceBernstein
Tennessee
– -$38.7M -2,742 Closed
SA
111
Scarborough Advisors
Maryland
– -$1.29K -47 Closed
CT
112
Clearstead Trust
Maine
– -$1.21K -44 Closed
GIS
113
Grayhawk Investment Strategies
Alberta, Canada
– -$1.08K -29 Closed
MG
114
Mather Group
Illinois
– -$418 -15 Closed
ADL
115
Asset Dedication LLC
California
– -$333 -12 Closed
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
– -$291 -11 Closed
WT
117
Washington Trust
Rhode Island
– -$125 -5 Closed
KFS
118
Kelly Financial Services
Massachusetts
– -$43 -2 Closed
MCA
119
Maryland Capital Advisors
Maryland
– -$42 -2 Closed
RI
120
Ridgewood Investments
New Jersey
– -$52 -2 Closed
US Bancorp
121
US Bancorp
Minnesota
– -$42 -2 Closed
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.