BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

91 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions Ltd. in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
91
Holders Change
-3
Holders Change %
-3.19%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
15
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$9.42M
2
PVI
2
Partners Value Investments
Bermuda
$34.3M
3
TPM
3
Triasima Portfolio Management
Quebec, Canada
$1.33M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.68M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$656K

Top Sellers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$235K
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$21M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.3M
5
Invesco
5
Invesco
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$34.3M 821,921 +100,211 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.8M 736,146 -5,172 -0.7%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$21M 500,014 -12,811 -2%
BC
4
Brookfield Corp
Ontario, Canada
$19.5M 467,701 – –
Principal Financial Group
5
Principal Financial Group
Iowa
$12.8M 305,979 -158 -0.1%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$9.42M 225,436 +175,015 +347%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$7.75M 185,592 -4,500 -2%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$6.46M 153,373 -814 -0.5%
SIC
9
Schwartz Investment Counsel
Michigan
$3.6M 86,220 – –
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$3.01M 71,017 -891 -1%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$2.68M 63,541 +4,964 +8%
MG
12
Markel Group
Virginia
$2.51M 60,101 – –
CAC
13
Cowen and Company
New York
$2.08M 49,885 – –
CL
14
CSS LLC
Illinois
$1.89M 45,338 – –
Norges Bank
15
Norges Bank
Norway
$1.7M 40,745 – –
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.44M 34,260 +1,038 +3%
TPM
17
Triasima Portfolio Management
Quebec, Canada
$1.33M 31,731 +31,731 New
Renaissance Technologies
18
Renaissance Technologies
New York
$1.3M 30,995 -10,700 -26%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.24M 29,393 -903 -3%
Two Sigma Investments
20
Two Sigma Investments
New York
$954K 22,840 -6,100 -21%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$945K 22,465 – –
TCM
22
Tandem Capital Management
New Jersey
$836K 19,999 +125 +0.6%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$735K 17,600 -5,200 -23%
BRIM
24
Broad Run Investment Management
Virginia
$723K 17,306 – –
Swiss National Bank
25
Swiss National Bank
Switzerland
$656K 15,600 +1,100 +8%
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