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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVI
Partners Value Investments
Hamilton,
Bermuda
|
+$350M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$15.3M |
| 3 |
TCM
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
+$4.17M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.62M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$38.7M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.93M |
| 3 |
MG
Markel Group
Glen Allen,
Virginia
|
-$2.5M |
| 4 |
Two Sigma Investments
New York
|
-$1,000K |
| 5 |
Two Sigma Advisers
New York
|
-$909K |
BNT Hedge Fund Activity: Q3 2024 in Review
103 of the 6,978 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.