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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
BTI
251
Blue Trust Inc
Georgia
$5.81K -$19.2K -393 -76%
LI
252
LRI Investments
Florida
$5.76K
MCM
253
MAI Capital Management
Ohio
$5.54K +$5.62K +115 New
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$5K -$435K -8,900 -99%
Simplex Trading
255
Simplex Trading
Illinois
$5K +$5.72K +117 New
AAP
256
Arax Advisory Partners
Colorado
$4.9K +$2.59K +53 +108%
SFGP
257
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.85K +$4.93K +101 New
TFM
258
TFC Financial Management
Massachusetts
$4.8K
SC
259
Stephens Consulting
Michigan
$4.37K
BTD
260
BankPlus Trust Department
Mississippi
$4.37K +$4.45K +91 New
HCP
261
Hexagon Capital Partners
Arkansas
$4.32K +$1.27K +26 +41%
LSA
262
Leonteq Securities AG
Switzerland
$4.23K -$49.3K -1,009 -92%
Jones Financial Companies
263
Jones Financial Companies
Missouri
$4.23K +$342 +7 +9%
SIS
264
Sound Income Strategies
Florida
$4.18K +$4.15K +85 +4,250%
N
265
Natixis
France
$3.99K +$98 +2 +2%
SPIA
266
Steward Partners Investment Advisory
New York
$3.41K
CT
267
Caldwell Trust
Florida
$3.27K
NA
268
NewEdge Advisors
Louisiana
$3.27K -$244 -5 -7%
WPA
269
West Paces Advisors
Georgia
$3.08K
AGWCA
270
Annis Gardner Whiting Capital Advisors
Florida
$3.03K
HWM
271
Hemington Wealth Management
Virginia
$3K +$1.47K +30 +70%
JWA
272
JFS Wealth Advisors
Pennsylvania
$2.88K +$831 +17 +40%
LC
273
Lindbrook Capital
California
$2.69K -$2.69K -55 -50%
GK
274
Graney & King
New York
$2.55K +$2.59K +53 New
WA
275
WPG Advisers
Maryland
$2.5K +$2.54K +52 New

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.