BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

102 hedge funds and large institutions have $635M invested in Brookfield Wealth Solutions Ltd. 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.

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% 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
1
Partners Value Investments
Bermuda
$437M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$17.6M
3
TCM
3
Tandem Capital Management
New Jersey
$5.77M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.07M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
MG
3
Markel Group
Virginia
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$585K
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$437M 8,213,563 +7,391,642 +899%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$39M 733,216 -2,185 -0.3%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$26.6M 500,014 – –
BC
4
Brookfield Corp
Ontario, Canada
$24.9M 467,701 – –
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$17.6M 331,202 +324,339 +4,726%
Principal Financial Group
6
Principal Financial Group
Iowa
$16.1M 303,078 -724 -0.2%
CI Investments Inc
7
CI Investments Inc
Ontario, Canada
$9.72M 182,772 -5,720 -3%
MBI
8
Montrusco Bolton Investments
Quebec, Canada
$7.49M 140,577 +1,711 +1%
TCM
9
Tandem Capital Management
New Jersey
$5.77M 108,554 +88,055 +430%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$4.84M 90,949 +14,478 +19%
SIC
11
Schwartz Investment Counsel
Michigan
$4.58M 86,220 – –
TPM
12
Triasima Portfolio Management
Quebec, Canada
$2.88M 54,054 -1,165 -2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$2.8M 52,590 +29,476 +128%
CAC
14
Cowen and Company
New York
$2.71M 50,885 – –
CL
15
CSS LLC
Illinois
$2.41M 45,338 – –
Goldman Sachs
16
Goldman Sachs
New York
$2.2M 41,406 -16,955 -29%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.07M 38,892 +34,260 +740%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.95M 36,696 +5,817 +19%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$1.79M 33,665 +15,090 +81%
Millennium Management
20
Millennium Management
New York
$1.52M 28,583 +28,583 New
Bank of America
21
Bank of America
North Carolina
$1.46M 27,502 +3,741 +16%
LIM
22
Leavell Investment Management
Alabama
$1.38M 26,025 +26,025 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.34M 25,100 – –
PCP
24
Proficio Capital Partners
Massachusetts
$1.26M 23,726 +23,726 New
SC
25
Searle & Co
Connecticut
$1.2M 22,654 +22,654 New
1
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