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Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$3.38K -$1.15K -25 -24%
HCP
277
Hexagon Capital Partners
Arkansas
$3.21K -$461 -10 -12%
PMFA
278
Plante Moran Financial Advisors
Michigan
$3.16K
SAM
279
Smartleaf Asset Management
Massachusetts
$3.13K +$2.63K +57 +380%
OC
280
Oakworth Capital
Alabama
$3.03K
VCM
281
Versant Capital Management
Arizona
$3.03K +$1.43K +31 +79%
NS
282
NBC Securities
Alabama
$3K
BFEC
283
Benjamin F. Edwards & Company
Missouri
$3K +$2.72K +59 +843%
KFS
284
Kelly Financial Services
Massachusetts
$2.95K
Walleye Capital
285
Walleye Capital
New York
$2.82K -$397K -8,605 -99%
AGWCA
286
Annis Gardner Whiting Capital Advisors
Florida
$2.73K
JWA
287
JFS Wealth Advisors
Pennsylvania
$2.64K -$46 -1 -2%
CT
288
Caldwell Trust
Florida
$2.56K
UB
289
UMB Bank
Missouri
$2.51K -$231 -5 -8%
VWM
290
Venturi Wealth Management
Texas
$2.47K -$7.15K -155 -73%
DJSG
291
D.J. St. Germain
Massachusetts
$2.34K -$600 -13 -19%
CA
292
CoreCap Advisors
Michigan
$2.34K +$92 +2 +4%
SWM
293
Sugarloaf Wealth Management
Georgia
$2.3K +$2.21K +48 +960%
AF
294
Advisornet Financial
Minnesota
$2.12K
RTL
295
Red Tortoise LLC
Georgia
$2.12K
SWA
296
SOA Wealth Advisors
New York
$2.12K
BC
297
Barrett & Company
Rhode Island
$2.04K
RIL
298
Rothschild Investment LLC
Illinois
$2.04K
Bessemer Group
299
Bessemer Group
New Jersey
$2K -$2.63K -57 -56%
TFGT
300
TS Financial Group (TSFG)
Illinois
$2K

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.