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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
PVI
1
Partners Value Investments
Bermuda
$437M +$350M +11,087,463 +899%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39M -$103K -3,278 -0.3%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$26.6M – – –
BC
4
Brookfield Corp
Ontario, Canada
$24.9M – – –
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$17.6M +$15.3M +486,508 +4,726%
Principal Financial Group
6
Principal Financial Group
Iowa
$16.1M -$34.3K -1,086 -0.2%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.72M -$271K -8,580 -3%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$7.49M +$81K +2,567 +1%
TCM
9
Tandem Capital Management
New Jersey
$5.77M +$4.17M +132,082 +430%
N
10
Nuveen
North Carolina
$4.84M +$685K +21,717 +19%
SIC
11
Schwartz Investment Counsel
Michigan
$4.58M – – –
TPM
12
Triasima Portfolio Management
Quebec, Canada
$2.88M -$55.1K -1,748 -2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$2.8M +$1.39M +44,214 +128%
CAC
14
Cowen and Company
New York
$2.71M – – –
CL
15
CSS LLC
Illinois
$2.41M – – –
Goldman Sachs
16
Goldman Sachs
New York
$2.2M -$802K -25,433 -29%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.07M +$1.62M +51,390 +740%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.95M +$275K +8,725 +19%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.79M +$714K +22,635 +81%
Millennium Management
20
Millennium Management
New York
$1.52M +$1.35M +42,875 New
Bank of America
21
Bank of America
North Carolina
$1.46M +$177K +5,611 +16%
LIM
22
Leavell Investment Management
Alabama
$1.38M +$1.23M +39,038 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.34M – – –
PCP
24
Proficio Capital Partners
Massachusetts
$1.26M +$1.12M +35,589 New
SC
25
Searle & Co
Connecticut
$1.2M +$1.07M +33,981 New
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.