BNT

Brookfield Wealth Solutions Ltd.
BNT

Overview Fund Activity

105 hedge funds and large institutions have $749M invested in Brookfield Wealth Solutions Ltd. in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
24
Reduced
24
Closed
9
Calls
$23K
Puts
$63K
Net Calls
-$40K
Net Calls Change
-$29K

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$71.2M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$17.8M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$16.5M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.23M
5
UBS Group
5
UBS Group
Switzerland
$1.34M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$8.36M
2
CAC
2
Cowen and Company
New York
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.69M
4
CL
4
CSS LLC
Illinois
$734K
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PVI
1
Partners Value Investments
Bermuda
$472M 8,213,563 – –
BC
2
Brookfield Corp
Ontario, Canada
$71.2M 1,240,349 +772,648 +165%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.8M 727,077 -6,139 -0.8%
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$28.8M 500,014 – –
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$17.8M 309,727 +306,050 +8,323%
Principal Financial Group
6
Principal Financial Group
Iowa
$17.1M 297,708 -5,370 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$16.5M 288,001 +288,001 New
CI Investments Inc
8
CI Investments Inc
Ontario, Canada
$10.1M 176,394 -6,378 -3%
MBI
9
Montrusco Bolton Investments
Quebec, Canada
$8.72M 151,641 +11,064 +8%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$8.36M 145,521 -185,681 -56%
TCM
11
Tandem Capital Management
New Jersey
$6.22M 108,234 -320 -0.3%
SIC
12
Schwartz Investment Counsel
Michigan
$4.87M 84,720 -1,500 -2%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$2.89M 50,264 +16,599 +49%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$2.69M 46,727 -44,222 -49%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.66M 46,229 -6,361 -12%
Goldman Sachs
16
Goldman Sachs
New York
$2.59M 45,088 +3,682 +9%
TPM
17
Triasima Portfolio Management
Quebec, Canada
$2.58M 44,872 -9,182 -17%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$2.24M 38,892 – –
TD Asset Management
19
TD Asset Management
Ontario, Canada
$2.23M 38,816 +26,266 +209%
Swiss National Bank
20
Swiss National Bank
Switzerland
$2.22M 38,600 +13,500 +54%
Bank of America
21
Bank of America
North Carolina
$1.77M 30,842 +3,340 +12%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.72M 23,990 +14,155 +144%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.71M 29,702 -6,994 -19%
LIM
24
Leavell Investment Management
Alabama
$1.49M 26,025 – –
PCP
25
Proficio Capital Partners
Massachusetts
$1.36M 23,726 – –
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