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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Advisornet Financial
Minnesota
$4K +$592 +13 +18%
UB
277
UMB Bank
Missouri
$4K +$865 +19 +30%
BTI
278
Blue Trust Inc
Georgia
$4K +$1.14K +25 +30%
CAL
279
Capital Advisors Ltd
Ohio
$4K +$3.78K +83 +2,075%
SC
280
Stephens Consulting
Michigan
$3.95K
CFO
281
CVA Family Office
Colorado
$3K -$683 -15 -20%
Bessemer Group
282
Bessemer Group
New Jersey
$3K
GWS
283
Glassman Wealth Services
Virginia
$3K +$319 +7 +11%
TFA
284
Toth Financial Advisory
Virginia
$3K +$819 +18 +31%
SC
285
Schubert & Co
Texas
$3K +$1.46K +32 +100%
TCOV
286
Trust Company of Vermont
Vermont
$3K +$1.64K +36 +90%
FMII
287
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.64K +58 +1,933%
JWA
288
JFS Wealth Advisors
Pennsylvania
$3K +$2.64K +58 +527%
IAIM
289
International Assets Investment Management
Florida
$3K +$2.87K +63 New
DFCM
290
Dark Forest Capital Management
Puerto Rico
$3K +$3.5K +77 New
KFS
291
Kelly Financial Services
Massachusetts
$2.87K
CT
292
Caldwell Trust
Florida
$2.56K +$2.69K +59 New
EWA
293
EverSource Wealth Advisors
Alabama
$2K -$59.5K -1,306 -96%
HWA
294
HHM Wealth Advisors
Tennessee
$2K -$1.46K -32 -44%
BIA
295
Bell Investment Advisors
California
$2K -$273 -6 -11%
TFGT
296
TS Financial Group (TSFG)
Illinois
$2K -$228 -5 -12%
BSB
297
Bangor Savings Bank
Maine
$2K
BWA
298
BDO Wealth Advisors
Florida
$2K
CFGS
299
Concourse Financial Group Securities
Alabama
$2K
FF
300
FourThought Financial
Florida
$2K

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.