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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
GWM
301
Geneos Wealth Management
Colorado
$2.56K +$261 +5 +11%
SWA
302
SOA Wealth Advisors
New York
$2.51K
CAS
303
Coppell Advisory Solutions
Texas
$2.51K +$2.56K +49 New
CASC
304
Coppell Advisory Solutions Corp
Texas
$2.51K +$2.56K +49 New
RTL
305
Red Tortoise LLC
Georgia
$2.51K +$2.56K +49 New
BWA
306
BDO Wealth Advisors
Florida
$2.41K
NA
307
NewEdge Advisors
Louisiana
$2.36K +$7.21K +138 New
CFGS
308
Concourse Financial Group Securities
Alabama
$2.31K
SN
309
Sittner & Nelson
Oregon
$2.26K
SSB
310
Sandy Spring Bank
Maryland
$2.15K +$784 +15 +56%
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.1K +$1.31K +25 +156%
HWA
312
HHM Wealth Advisors
Tennessee
$2.05K
OIA
313
Optimum Investment Advisors
Illinois
$2.05K
Lazard Asset Management
314
Lazard Asset Management
New York
$2K -$47.5K -909 -94%
UB
315
UMB Bank
Missouri
$2K -$2.35K -45 -54%
BSB
316
Bangor Savings Bank
Maine
$2K
TFGT
317
TS Financial Group (TSFG)
Illinois
$2K +$209 +4 +11%
TH
318
TCTC Holdings
Texas
$1.85K
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$1.69K -$1.46K -28 -46%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$1.69K
First Manhattan
321
First Manhattan
New York
$1.64K +$314 +6 +23%
IAA
322
Independent Advisor Alliance
North Carolina
$1.49K -$20.2K -387 -1%
SIC
323
SJS Investment Consulting
Ohio
$1.44K -$471 -9 -24%
HS
324
Horan Securities
United States
$1.44K
OC
325
Oakworth Capital
Alabama
$1.38K

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.