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BNT

Brookfield Wealth Solutions
BNT

92 hedge funds and large institutions have $175M invested in Brookfield Wealth Solutions 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.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $160M → $175M (+$15.1M)

3.13% more ownership

Funds ownership: 56.77% → 59.9% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 95 → 92 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.33%
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
Toronto Dominion Bank
Ontario, Canada
+$7.07M
2
PVI
Partners Value Investments
Bermuda
+$4.05M
3
TPM
Triasima Portfolio Management
Quebec, Canada
+$1.28M
4
N
Nuveen
North Carolina
+$200K
5
Swiss National Bank
Swiss National Bank
Switzerland
+$44.4K

Top Sellers

1
Geode Capital Management
Geode Capital Management
Massachusetts
-$781K
2
Morgan Stanley
Morgan Stanley
New York
-$545K
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$517K
4
Renaissance Technologies
Renaissance Technologies
New York
-$432K
5
Invesco
Invesco
Georgia
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1
Partners Value Investments
Bermuda
$34.3M +$4.05M +150,317 +14%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$30.8M -$209K -7,758 -0.7%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$21M -$517K -19,217 -2%
BC
4
Brookfield Corp
Ontario, Canada
$19.5M – – –
Principal Financial Group
5
Principal Financial Group
Iowa
$12.8M -$6.38K -237 -0.1%
Toronto Dominion Bank
6
Toronto Dominion Bank
Ontario, Canada
$9.42M +$7.07M +262,522 +347%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$7.75M -$182K -6,750 -2%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$6.46M -$32.9K -1,221 -0.5%
SIC
9
Schwartz Investment Counsel
Michigan
$3.6M – – –
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$3.01M -$36K -1,336 -1%
N
11
Nuveen
North Carolina
$2.68M +$200K +7,446 +8%
MG
12
Markel Group
Virginia
$2.51M – – –
CAC
13
Cowen and Company
New York
$2.08M – – –
CL
14
CSS LLC
Illinois
$1.89M – – –
Norges Bank
15
Norges Bank
Norway
$1.7M – – –
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.44M +$41.9K +1,557 +3%
TPM
17
Triasima Portfolio Management
Quebec, Canada
$1.33M +$1.28M +47,597 New
Renaissance Technologies
18
Renaissance Technologies
New York
$1.3M -$432K -16,050 -26%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.24M -$36.4K -1,354 -3%
Two Sigma Investments
20
Two Sigma Investments
New York
$954K -$246K -9,150 -21%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$945K – – –
TCM
22
Tandem Capital Management
New Jersey
$836K +$5.06K +188 +0.6%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$735K -$210K -7,800 -23%
BRIM
24
Broad Run Investment Management
Virginia
$723K – – –
Swiss National Bank
25
Swiss National Bank
Switzerland
$656K +$44.4K +1,650 +8%
1
2 3 4

BNT Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q1 2024, worth a combined $175M — up 9.5% from $160M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BNT and 4 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 15 added.

The largest buyer was Toronto Dominion Bank, adding an estimated $7.07M. The largest seller was Geode Capital Management, exiting entirely with an estimated $781K sold.

  • 92 institutional investors held Brookfield Wealth Solutions (BNT) as of Q1 2024, down from 95 in Q4 2023.
  • Funds reported $175M of Brookfield Wealth Solutions stock for Q1 2024, up 9.5% quarter-over-quarter.
  • 4 funds opened new Brookfield Wealth Solutions positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Brookfield Wealth Solutions buyer in Q1 2024 was Toronto Dominion Bank, an estimated $7.07M added.
  • The largest Brookfield Wealth Solutions seller in Q1 2024 was Geode Capital Management, an estimated $781K sold.

Based on aggregated 13F filings for Q1 2024.