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Brighthouse Financial

417 hedge funds and large institutions have $2.4B invested in Brighthouse Financial in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% less funds holding

Funds holding: 420417 (-3)

0.89% less ownership

Funds ownership: 79.04%78.15% (-0.89%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $16.6M

23% less capital invested

Capital invested by funds: $3.13B → $2.4B (-$725M)

36% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 146

Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
93
Reduced
146
Closed
51
Calls
$13.2M
Puts
$16.6M
Net Calls
-$3.42M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
SeaCrest Wealth Management
New York
$19K +$22.1K +458 New
QCG
252
Quadrant Capital Group
Ohio
$18K -$1.83K -38 -8%
PTC
253
Private Trust Company
Ohio
$17K +$20.2K +419 New
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$16K +$145 +3 +0.8%
WTC
255
WhitTier Trust Company
Nevada
$15K
TWC
256
TD Waterhouse Canada
Ontario, Canada
$14.6K
IRC
257
Investors Research Corp
Georgia
$14K
WT
258
Whittier Trust
California
$12K +$241 +5 +2%
CAM
259
ClariVest Asset Management
California
$10K -$582K -12,054 -98%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.16K -24 -9%
CB
261
CNB Bank
Pennsylvania
$9K
PFBT
262
Parkside Financial Bank & Trust
Missouri
$8K -$676 -14 -7%
AP
263
Arlington Partners
Alabama
$8K
GLLW
264
Graves Light Lenhart Wealth
Virginia
$8K
EI
265
Ellevest Inc
New York
$8K +$1.98K +41 +27%
SPIA
266
Steward Partners Investment Advisory
New York
$7K -$4.83K -100 -35%
HNB
267
Huntington National Bank
Ohio
$7K -$676 -14 -7%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$7K +$2.32K +48 +38%
APA
269
American Portfolios Advisors
New York
$6.77K -$48 -1 -0.6%
GWM
270
Geneos Wealth Management
Colorado
$6K -$241 -5 -3%
NSIM
271
North Star Investment Management
Illinois
$6K
FHA
272
First Horizon Advisors
Tennessee
$6K +$965 +20 +15%
IBOK
273
Independence Bank of Kentucky
Kentucky
$6K +$1.16K +24 +20%
AF
274
Allworth Financial
California
$5K -$20.4K -423 -79%
GRP
275
Global Retirement Partners
California
$5K +$97 +2 +2%

BHF Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2022, worth a combined $2.4B — down 23% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 51 closed out — a net gain of 7 holders — while 93 added to existing stakes and 146 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 417 institutional investors held Brighthouse Financial (BHF) as of Q2 2022, down from 420 in Q1 2022.
  • Funds reported $2.4B of Brighthouse Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q2 2022 and 51 closed out, a net change of +7 holders.
  • The largest Brighthouse Financial buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $25.2M added.
  • The largest Brighthouse Financial seller in Q2 2022 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.