Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s Brighthouse Financial BHF Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-206,530
Closed -$8.95M – 488
2024
Q2 		$8.95M Buy
206,530
+38,150
+23% +$1.76M 0.03% 273
2024
Q1 		$8.68M Buy
168,380
+54,480
+48% +$2.71M 0.03% 285
2023
Q4 		$6.03M Buy
113,900
+4,000
+4% +$199K 0.02% 380
2023
Q3 		$5.38M Sell
109,900
-8,950
-8% -$445K 0.02% 352
2023
Q2 		$5.63M Buy
118,850
+11,160
+10% +$481K 0.02% 347
2023
Q1 		$4.75M Buy
107,690
+5,420
+5% +$285K 0.02% 359
2022
Q4 		$5.24M Sell
102,270
-1,010
-1% -$52.8K 0.02% 349
2022
Q3 		$4.48M Buy
103,280
+25,570
+33% +$1.16M 0.02% 308
2022
Q2 		$3.19M Buy
77,710
+4,300
+6% +$208K 0.01% 404
2022
Q1 		$3.79M Buy
73,410
+4,402
+6% +$235K 0.01% 401
2021
Q4 		$3.58M Sell
69,008
-32,050
-32% -$1.64M 0.01% 405
2021
Q3 		$4.57M Sell
101,058
-61,710
-38% -$2.78M 0.01% 340
2021
Q2 		$7.41M Buy
162,768
+13,440
+9% +$631K 0.02% 238
2021
Q1 		$6.61M Buy
149,328
+5,948
+4% +$244K 0.02% 239
2020
Q4 		$5.19M Buy
143,380
+12,880
+10% +$433K 0.02% 264
2020
Q3 		$3.51M Buy
+130,500
New +$3.79M 0.02% 285

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management's BHF Position: Q3 2024 in Review

Hotchkis & Wiley Capital Management sold out of Brighthouse Financial (BHF) in Q3 2024, closing a stake of 206,530 shares — an estimated $8.95M sold.

Hotchkis & Wiley Capital Management first reported a position in BHF in Q3 2020 and held it in 16 quarters. The position peaked at $8.95M in Q2 2024. 416 funds tracked by Wall St. Rank hold BHF as of Q3 2024.

  • Hotchkis & Wiley Capital Management reported no remaining Brighthouse Financial position as of Q3 2024 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 206,530 Brighthouse Financial shares in Q3 2024, an estimated $8.95M.
  • Hotchkis & Wiley Capital Management first reported a position in Brighthouse Financial in Q3 2020 and held it in 16 quarters.
  • Hotchkis & Wiley Capital Management's Brighthouse Financial position peaked at $8.95M in Q2 2024.
  • 416 funds tracked by Wall St. Rank held Brighthouse Financial as of Q3 2024.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.