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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$24.1K +$440 +9 +2%
CFG
227
CKW Financial Group
Hawaii
$24K
EWA
228
EverSource Wealth Advisors
Alabama
$22.1K +$10.7K +218 +90%
FFA
229
Farther Finance Advisors
California
$21.6K +$6.74K +138 +44%
CT
230
Colonial Trust
South Carolina
$20.2K +$19.5K +399 +1,900%
AF
231
Allworth Financial
California
$18.6K +$1.61K +33 +10%
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$18.3K -$733 -15 -4%
WTC
233
WhitTier Trust Company
Nevada
$18.1K -$928 -19 -5%
IRC
234
Investors Research Corp
Georgia
$15.4K
RA
235
Rise Advisors
New York
$14.7K -$98 -2 -0.7%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$14.4K +$2.25K +46 +18%
TWD
237
True Wealth Design
Ohio
$14.2K +$14.5K +296 New
HNB
238
Hilltop National Bank
Wyoming
$12.8K
PTC
239
Private Trust Company
Ohio
$11.3K -$20K -409 -63%
VCM
240
Versant Capital Management
Arizona
$10.4K
DJSG
241
D.J. St. Germain
Massachusetts
$8.5K +$6.35K +130 +277%
CIAM
242
Caitong International Asset Management
Hong Kong
$7.93K +$8.06K +165 New
EB
243
Eastern Bank
Massachusetts
$7.49K -$244 -5 -3%
WT
244
Whittier Trust
California
$7.2K
IBOK
245
Independence Bank of Kentucky
Kentucky
$7.06K
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$6.97K
NSIM
247
North Star Investment Management
Illinois
$6.49K
FDCDDQ
248
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.96K
SIC
249
Salem Investment Counselors
North Carolina
$5.91K +$195 +4 +3%
GRP
250
Global Retirement Partners
California
$5.91K +$537 +11 +10%

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.