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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
AEPWM
301
Atlantic Edge Private Wealth Management
Florida
$1.99K -$277 -6 -12%
PA
302
Pineridge Advisors
Missouri
$1.99K
SC
303
SouthState Corp
Florida
$1.99K
CAS
304
Coppell Advisory Solutions
Texas
$1.99K +$2.12K +46 New
WBC
305
West Branch Capital
Massachusetts
$1.95K
CFGS
306
Concourse Financial Group Securities
Alabama
$1.95K
CFB
307
Cullen/Frost Bankers
Texas
$1.95K
SN
308
Sittner & Nelson
Oregon
$1.91K
ME
309
McIlrath & Eck
Washington
$1.86K +$600 +13 +43%
GWM
310
Geneos Wealth Management
Colorado
$1.78K -$323 -7 -15%
BCMLT
311
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.78K
HWA
312
HHM Wealth Advisors
Tennessee
$1.73K
S
313
Sachetta
Massachusetts
$1.69K +$554 +12 +57%
GI
314
Gradient Investments
Minnesota
$1.69K -$46 -1 -3%
SSB
315
Sandy Spring Bank
Maryland
$1.6K
TH
316
TCTC Holdings
Texas
$1.56K
RWMG
317
Redwood Wealth Management Group
New Jersey
$1.56K +$1.66K +36 New
BSB
318
Bangor Savings Bank
Maine
$1.47K
ITIM
319
Indiana Trust & Investment Management
Indiana
$1.47K +$1.57K +34 New
CFO
320
CVA Family Office
Colorado
$1.3K -$2.77K -60 -67%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$1.3K -$138 -3 -9%
IA
322
IFP Advisors
Florida
$1.26K -$1.29K -28 -49%
BGAI
323
Bruce G. Allen Investments
Colorado
$1.17K -$323 -7 -21%
CIA
324
Cape Investment Advisory
Georgia
$1.17K
HWM
325
Horizons Wealth Management
North Carolina
$1.14K

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.