We are live on ! Find out more
BHF icon

Brighthouse Financial

428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.68M

10% more capital invested

Capital invested by funds: $2.43B → $2.67B (+$238M)

4% more funds holding

Funds holding: 413428 (+15)

3.27% more ownership

Funds ownership: 78.03%81.3% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

Holders
428
Holders Change
+15
Holders Change %
+3.63%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
72
Increased
94
Reduced
143
Closed
50
Calls
$8.72M
Puts
$6.68M
Net Calls
+$2.04M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
276
SouthState Corp
Florida
$6.36K +$4.08K +78 +170%
Rockefeller Capital Management
277
Rockefeller Capital Management
New York
$6K
LTI
278
Laffer Tengler Investments
Tennessee
$6K
AF
279
Advisornet Financial
Minnesota
$5.59K +$1.31K +25 +30%
TWC
280
TD Waterhouse Canada
Ontario, Canada
$5.46K -$12.9K -247 -72%
FFA
281
Farther Finance Advisors
California
$5.38K +$5.49K +105 New
TFM
282
TFC Financial Management
Massachusetts
$5.13K
BIA
283
Bell Investment Advisors
California
$5.02K +$2.67K +51 +109%
CAL
284
Capital Advisors Ltd
Ohio
$5K +$732 +14 +16%
SC
285
Stephens Consulting
Michigan
$4.67K
CA
286
CoreCap Advisors
Michigan
$4.51K +$4.6K +88 New
JWA
287
JFS Wealth Advisors
Pennsylvania
$4.31K +$784 +15 +22%
RBC
288
Romano Brothers & Co
Illinois
$3.79K +$3.87K +74 New
GWS
289
Glassman Wealth Services
Virginia
$3.74K +$157 +3 +4%
KFS
290
Kelly Financial Services
Massachusetts
$3.38K
AIM
291
Anchor Investment Management
South Carolina
$3.33K +$2.82K +54 +491%
SC
292
Schubert & Co
Texas
$3.28K
ARS
293
Adirondack Retirement Specialists
New York
$3.18K +$1.99K +38 +158%
CFO
294
CVA Family Office
Colorado
$3.08K
CT
295
Caldwell Trust
Florida
$3.02K
VNA
296
Valley National Advisers
Pennsylvania
$3K -$941 -18 -22%
Bessemer Group
297
Bessemer Group
New Jersey
$3K -$52 -1 -1%
LC
298
Lindbrook Capital
California
$2.82K -$5.38K -103 -65%
EWA
299
EverSource Wealth Advisors
Alabama
$2.67K
WBC
300
West Branch Capital
Massachusetts
$2.56K

BHF Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
  • Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
  • The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
  • The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.