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BNT

Brookfield Wealth Solutions
BNT

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
100
Holders Change
+8
Holders Change %
+8.7%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
21
Reduced
20
Closed
4
Calls
$29K
Puts
$37K
Net Calls
-$8K
Net Calls Change
-$8K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.89M
2
TPM
Triasima Portfolio Management
Quebec, Canada
+$979K
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$749K
4
N
Nuveen
North Carolina
+$539K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$525K

Top Sellers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$9.11M
2
Norges Bank
Norges Bank
Norway
-$941K
3
Renaissance Technologies
Renaissance Technologies
New York
-$717K
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$605K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$38.7M +$76.2K +2,742 New
PVI
2
Partners Value Investments
Bermuda
$34.2M – – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$30.6M -$31K -1,117 -0.1%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$20.8M – – –
BC
5
Brookfield Corp
Ontario, Canada
$19.5M – – –
Principal Financial Group
6
Principal Financial Group
Iowa
$12.6M -$90.8K -3,266 -0.7%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$7.84M +$121K +4,350 +2%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$5.78M -$605K -21,761 -9%
SIC
9
Schwartz Investment Counsel
Michigan
$3.59M – – –
N
10
Nuveen
North Carolina
$3.18M +$539K +19,395 +20%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$2.93M -$23.7K -854 -0.8%
MG
12
Markel Group
Virginia
$2.5M – – –
Goldman Sachs
13
Goldman Sachs
New York
$2.43M +$1.89M +67,883 +345%
TPM
14
Triasima Portfolio Management
Quebec, Canada
$2.3M +$979K +35,232 +74%
CAC
15
Cowen and Company
New York
$2.12M +$41.7K +1,500 +2%
CL
16
CSS LLC
Illinois
$1.89M – – –
CIBC World Market
17
CIBC World Market
Ontario, Canada
$1.29M +$62K +2,229 +5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$1.26M +$525K +18,900 +72%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.16M +$221K +7,950 +24%
Swiss National Bank
20
Swiss National Bank
Switzerland
$1.04M +$396K +14,250 +61%
Two Sigma Investments
21
Two Sigma Investments
New York
$1,000K +$50K +1,800 +5%
Bank of America
22
Bank of America
North Carolina
$988K +$407K +14,633 +70%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$962K -$465K -16,719 -33%
TCM
24
Tandem Capital Management
New Jersey
$881K +$20.8K +750 +3%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$802K +$749K +26,964 +1,383%
1
2 3 4 5

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.