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Brighthouse Financial

509 hedge funds and large institutions have $3.8B invested in Brighthouse Financial in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $63.2M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

14% more capital invested

Capital invested by funds: $3.35B → $3.8B (+$457M)

3% more funds holding

Funds holding: 492509 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 92.7%89.84% (-2.9%)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 174

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
86
Increased
128
Reduced
174
Closed
61
Calls
$90.3M
Puts
$63.2M
Net Calls
+$27.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
326
Winslow Evans & Crocker
Massachusetts
$18K -$1.72K -46 -9%
PFGIA
327
Patriot Financial Group Insurance Agency
Massachusetts
$18K +$2.17K +58 +13%
NSIM
328
North Star Investment Management
Illinois
$17K
CFB
329
Cullen/Frost Bankers
Texas
$17K +$18.1K +482 New
IRC
330
Investors Research Corp
Georgia
$16K +$16.2K +433 New
RCAG
331
Rehmann Capital Advisory Group
Michigan
$15.3K +$187 +5 +1%
OIA
332
Optimum Investment Advisors
Illinois
$15K
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$15K +$637 +17 +4%
Bessemer Group
334
Bessemer Group
New Jersey
$13K -$18.2K -486 -56%
LB
335
Legacy Bridge
Iowa
$13K +$13.1K +350 New
GLI
336
Guardian Life Insurance
New York
$12K
BBHC
337
Brown Brothers Harriman & Co
New York
$11K +$2.7K +72 +31%
GWM
338
Geneos Wealth Management
Colorado
$10K -$562 -15 -5%
PA
339
Parallel Advisors
California
$9K -$300 -8 -3%
ZB
340
Zions Bancorporation
Utah
$9K +$375 +10 +4%
BCA
341
Berman Capital Advisors
Georgia
$9K +$2.06K +55 +28%
BWA
342
BDO Wealth Advisors
Florida
$8K -$4.01K -107 -32%
Rockefeller Capital Management
343
Rockefeller Capital Management
New York
$8K -$712 -19 -8%
CB
344
CNB Bank
Pennsylvania
$8K
TNBTD
345
Trustmark National Bank Trust Department
Mississippi
$8K
PFBT
346
Parkside Financial Bank & Trust
Missouri
$8K +$375 +10 +5%
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$7K -$8.58K -229 -54%
SLF
348
Sun Life Financial
Ontario, Canada
$7K -$5.02K -134 -40%
AP
349
Arlington Partners
Alabama
$7K
JCM
350
Jacobi Capital Management
Pennsylvania
$6K

BHF Hedge Fund Activity: Q1 2019 in Review

509 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2019, worth a combined $3.8B — up 14% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BHF positions and 61 closed out — a net gain of 25 holders — while 128 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.6M. The largest seller was Royal Bank of Canada, cutting an estimated $114M.

  • 509 institutional investors held Brighthouse Financial (BHF) as of Q1 2019, up from 492 in Q4 2018.
  • Funds reported $3.8B of Brighthouse Financial stock for Q1 2019, up 14% quarter-over-quarter.
  • 86 funds opened new Brighthouse Financial positions in Q1 2019 and 61 closed out, a net change of +25 holders.
  • The largest Brighthouse Financial buyer in Q1 2019 was Millennium Management, an estimated $42.6M added.
  • The largest Brighthouse Financial seller in Q1 2019 was Royal Bank of Canada, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2019.