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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
OIA
301
Optimum Investment Advisors
Illinois
$2K
SN
302
Sittner & Nelson
Oregon
$2K
SWA
303
SOA Wealth Advisors
New York
$2K
SC
304
SouthState Corp
Florida
$2K
TH
305
TCTC Holdings
Texas
$2K
TSW
306
Thompson Siegel & Walmsley
Virginia
$2K
WBC
307
West Branch Capital
Massachusetts
$2K
SCA
308
Stonebridge Capital Advisors
Minnesota
$2K +$501 +11 +31%
CTC
309
Central Trust Company
Missouri
$2K +$592 +13 +38%
MCC
310
Money Concepts Capital
Florida
$2K +$1.18K +26 +217%
SIC
311
SJS Investment Consulting
Ohio
$2K +$1.68K +37 New
Loomis, Sayles & Company
312
Loomis, Sayles & Company
Massachusetts
$2K +$1.87K +41 New
GWM
313
Geneos Wealth Management
Colorado
$1K -$4.55K -100 -69%
AA
314
Addison Advisors
Vermont
$1K
AA
315
Ancora Advisors
Ohio
$1K
APC
316
Aspire Private Capital
North Carolina
$1K
AP
317
Atwood & Palmer
Missouri
$1K
CA
318
Centerpoint Advisors
Massachusetts
$1K
CMP
319
Coston McIsaac & Partners
Maine
$1K
EWM
320
Endurance Wealth Management
Rhode Island
$1K
FCB
321
First Command Bank
Texas
$1K
FCFS
322
First Command Financial Services
Texas
$1K
First Manhattan
323
First Manhattan
New York
$1K
FWM
324
Focused Wealth Management
New York
$1K
HI
325
Harbour Investments
Wisconsin
$1K

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.