Brookfield Wealth Solutions
106 hedge funds and large institutions have $749M invested in Brookfield Wealth Solutions 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.
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
18% more capital invested
Capital invested by funds: $635M → $749M (+$114M)
3.78% more ownership
Funds ownership: 41.25% → 45.03% (+3.8%)
3% more funds holding
Funds holding: 103 → 106 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
63% less call options, than puts
Call options by funds: $23K | Put options by funds: $63K
Top Buyers
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$43.7M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$17.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.3M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$1.48M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.14M |
Top Sellers
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$10.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.5M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.84M |
| 4 |
Millennium Management
New York
|
-$1.52M |
| 5 |
TGAM
TBH Global Asset Management
Brentwood,
Tennessee
|
-$616K |
BNT Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q4 2024, worth a combined $749M — up 18% from $635M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BNT positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $43.7M. The largest seller was Toronto Dominion Bank, cutting an estimated $10.5M.
- 106 institutional investors held Brookfield Wealth Solutions (BNT) as of Q4 2024, up from 103 in Q3 2024.
- Funds reported $749M of Brookfield Wealth Solutions stock for Q4 2024, up 18% quarter-over-quarter.
- 12 funds opened new Brookfield Wealth Solutions positions in Q4 2024 and 9 closed out, a net change of +3 holders.
- The largest Brookfield Wealth Solutions buyer in Q4 2024 was Brookfield Corp, an estimated $43.7M added.
- The largest Brookfield Wealth Solutions seller in Q4 2024 was Toronto Dominion Bank, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2024.