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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$203K -$13.7K -351 -5%
SMDAM
252
Sumitomo Mitsui DS Asset Management
Japan
$201K
WAM
253
World Asset Management
Michigan
$200K -$8.62K -221 -3%
SIM
254
Sentry Investment Management
Wisconsin
$186K -$6.48K -166 -3%
Nordea Investment Management
255
Nordea Investment Management
Sweden
$177K
LS
256
Livforsakringsbolaget Skandia
Sweden
$165K
QT
257
Quantamental Technologies
New York
$162K +$207K +5,309 New
OAM
258
Oppenheimer Asset Management
New York
$160K +$13.2K +337 +7%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$157K +$55.7K +1,428 +38%
Capstone Investment Advisors
260
Capstone Investment Advisors
New York
$135K +$173K +4,432 New
Lazard Asset Management
261
Lazard Asset Management
New York
$127K +$164K +4,194 New
BAM
262
Belpointe Asset Management
Nevada
$125K -$39.3K -1,007 -20%
AIA
263
AGF Investments America
Ontario, Canada
$116K +$3.59K +92 +2%
S
264
Seeyond
France
$106K +$136K +3,490 New
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.6K -$12.8K -329 -9%
MERSOM
266
Municipal Employees' Retirement System of Michigan
Michigan
$97K +$124K +3,171 New
WT
267
Whittier Trust
California
$85K -$46.2K -1,184 -30%
FMLI
268
Fukoku Mutual Life Insurance
Japan
$84K +$74.1K +1,900 +219%
PCM
269
Penserra Capital Management
California
$81K +$105K +2,688 New
EMG
270
ETF Managers Group
New Jersey
$77K +$13.5K +345 +16%
AssetMark Inc
271
AssetMark Inc
California
$72K -$7.63M -195,545 -99%
LPC
272
Loeb Partners Corp
New York
$71K +$88.7K +2,274 New
AG
273
Advisor Group
Arizona
$69K -$2.5K -64 -3%
AIP
274
Ameritas Investment Partners
Nebraska
$69K
FHB
275
First Hawaiian Bank
Hawaii
$67K -$39.3K -1,008 -31%

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.