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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
301
Indiana Trust & Investment Management
Indiana
$1.63K
FMII
302
Farmers & Merchants Investments Inc
Nebraska
$1.44K
OC
303
Oakworth Capital
Alabama
$1.3K -$2.1K -43 -61%
BGAI
304
Bruce G. Allen Investments
Colorado
$1.3K
WSFS
305
Wilmington Savings Fund Society
Delaware
$1.25K
SIC
306
SJS Investment Consulting
Ohio
$1.2K -$49 -1 -4%
HWM
307
Horizons Wealth Management
North Carolina
$1.15K
LWA
308
Lowe Wealth Advisors
Maryland
$1.15K
PWMG
309
Prestige Wealth Management Group
New Jersey
$1.15K
AWM
310
Avior Wealth Management
Nebraska
$1.1K +$586 +12 +109%
AAG
311
Armstrong Advisory Group
Massachusetts
$1.06K
GWP
312
Gen-Wealth Partners
Michigan
$1.01K -$11.5K -236 -92%
DPW
313
DiNuzzo Private Wealth
Pennsylvania
$1.01K +$98 +2 +11%
HBW
314
Hazlett, Burt & Watson
West Virginia
$1K
PP
315
PrairieView Partners
Minnesota
$1K
CA
316
Centerpoint Advisors
Massachusetts
$1K +$244 +5 +71%
C
317
Covestor
United Kingdom
$1K +$391 +8 +160%
VNA
318
Valley National Advisers
Pennsylvania
$1K +$1.03K +21 New
BCWM
319
Ball & Co Wealth Management
Tennessee
$1K +$1.27K +26 New
CPG
320
Cornerstone Planning Group
New Jersey
$971
FFL
321
Financial Freedom LLC
Ohio
$961
PWA
322
Physician Wealth Advisors
Utah
$961 +$977 +20 New
RPA
323
Redwood Park Advisors
California
$961 +$977 +20 New
FHA
324
First Horizon Advisors
Tennessee
$960
CIA
325
Cape Investment Advisory
Georgia
$913 -$391 -8 -30%

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.