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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
TSW
301
Thompson Siegel & Walmsley
Virginia
$2K
TFA
302
Toth Financial Advisory
Virginia
$2K
TFGT
303
TS Financial Group (TSFG)
Illinois
$2K
WBC
304
West Branch Capital
Massachusetts
$2K +$869 +18 +56%
TCOV
305
Trust Company of Vermont
Vermont
$2K +$1.93K +40 New
OCM
306
Orion Capital Management
California
$2K +$2.17K +45 New
BSB
307
Bangor Savings Bank
Maine
$2K +$2.27K +47 New
BIA
308
Bell Investment Advisors
California
$2K +$2.56K +53 New
VVP
309
Venture Visionary Partners
Ohio
$1.8K +$2.12K +44 New
SWA
310
Sutton Wealth Advisors
Florida
$1.52K -$48 -1 -3%
WC
311
Wexford Capital
Florida
$1.36K +$333K +6,900 +26%
MCC
312
Money Concepts Capital
Florida
$1K -$19.4K -401 -97%
C
313
Covestor
United Kingdom
$1K -$9.41K -195 -93%
CA
314
Centerpoint Advisors
Massachusetts
$1K -$1.64K -34 -71%
AA
315
Ancora Advisors
Ohio
$1K -$772 -16 -55%
TCM
316
Tradewinds Capital Management
Washington
$1K -$531 -11 -37%
EWM
317
Endurance Wealth Management
Rhode Island
$1K -$483 -10 -36%
TF
318
TimeScale Financial
Massachusetts
$1K -$290 -6 -23%
DI
319
Disciplined Investments
Oklahoma
$1K -$145 -3 -15%
ZIG
320
Zullo Investment Group
Pennsylvania
$1K -$145 -3 -13%
FPS
321
Fieldpoint Private Securities
Connecticut
$1K -$48 -1 -4%
MFT
322
Moisand Fitzgerald Tamayo
Florida
$1K -$48 -1 -7%
AA
323
Addison Advisors
Vermont
$1K
APC
324
Aspire Private Capital
North Carolina
$1K
AP
325
Atwood & Palmer
Missouri
$1K

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.