We are live on ! Find out more
BHF icon

Brighthouse Financial

416 hedge funds and large institutions have $2.12B invested in Brighthouse Financial in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$3.76M)

6% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.76M

1.33% less ownership

Funds ownership: 79.36%78.02% (-1.3%)

3% less funds holding

Funds holding: 428416 (-12)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

33% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 138

Holders
416
Holders Change
-12
Holders Change %
-2.8%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
93
Reduced
138
Closed
50
Calls
$4.49M
Puts
$4.76M
Net Calls
-$275K
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
301
Hemington Wealth Management
Virginia
$2K +$1.93K +43 New
SN
302
Sittner & Nelson
Oregon
$1.98K
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.94K -$809 -18 -30%
ME
304
McIlrath & Eck
Washington
$1.94K
BCMLT
305
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.85K
HWA
306
HHM Wealth Advisors
Tennessee
$1.8K
SSB
307
Sandy Spring Bank
Maryland
$1.62K -$45 -1 -3%
PS
308
Principal Securities
Iowa
$1.62K +$1.35K +30 +500%
ITIM
309
Indiana Trust & Investment Management
Indiana
$1.53K
MCM
310
MV Capital Management
Maryland
$1.49K +$404 +9 +38%
IA
311
IFP Advisors
Florida
$1.4K +$90 +2 +7%
CFO
312
CVA Family Office
Colorado
$1.35K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1.35K
BGAI
314
Bruce G. Allen Investments
Colorado
$1.22K
CIA
315
Cape Investment Advisory
Georgia
$1.22K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$1.22K +$539 +12 +80%
SIC
317
SJS Investment Consulting
Ohio
$1.17K +$270 +6 +30%
WSFS
318
Wilmington Savings Fund Society
Delaware
$1.17K +$1.17K +26 New
HGA
319
Hobbs Group Advisors
South Carolina
$1.08K
HWM
320
Horizons Wealth Management
North Carolina
$1.08K
LWA
321
Lowe Wealth Advisors
Maryland
$1.08K
PWMG
322
Prestige Wealth Management Group
New Jersey
$1.08K
PP
323
PrairieView Partners
Minnesota
$1K
RBC
324
Roble Belko & Company
Pennsylvania
$1K
AAG
325
Armstrong Advisory Group
Massachusetts
$991

BHF Hedge Fund Activity: Q3 2024 in Review

416 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2024, worth a combined $2.12B — down 0.18% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BHF and 40 opened new positions — a net loss of 10 holders — while 138 trimmed existing stakes and 93 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $28.5M. The largest seller was Royal Bank of Canada, cutting an estimated $36.4M.

  • 416 institutional investors held Brighthouse Financial (BHF) as of Q3 2024, down from 428 in Q2 2024.
  • Funds reported $2.12B of Brighthouse Financial stock for Q3 2024, down 0.18% quarter-over-quarter.
  • 40 funds opened new Brighthouse Financial positions in Q3 2024 and 50 closed out, a net change of -10 holders.
  • The largest Brighthouse Financial buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $28.5M added.
  • The largest Brighthouse Financial seller in Q3 2024 was Royal Bank of Canada, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2024.