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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
HS
326
Horan Securities
United States
$1K
HWM
327
Horizons Wealth Management
North Carolina
$1K
JFA
328
JNBA Financial Advisors
Minnesota
$1K
KFI
329
Key Financial Inc
Pennsylvania
$1K
KTC
330
Kistler-Tiffany Companies
Pennsylvania
$1K
MSFP
331
Mark Sheptoff Financial Planning
Connecticut
$1K
ME
332
McIlrath & Eck
Washington
$1K
M
333
MOTCO
Texas
$1K
MCM
334
MV Capital Management
Maryland
$1K
OC
335
Oakworth Capital
Alabama
$1K
OA
336
Operose Advisors
Wisconsin
$1K
PB
337
Pinnacle Bancorp
Nebraska
$1K
PP
338
PrairieView Partners
Minnesota
$1K
SSB
339
Sandy Spring Bank
Maryland
$1K
SWM
340
Sugarloaf Wealth Management
Georgia
$1K
TF
341
TimeScale Financial
Massachusetts
$1K
TCM
342
Tradewinds Capital Management
Washington
$1K
ZIG
343
Zullo Investment Group
Pennsylvania
$1K
DI
344
Disciplined Investments
Oklahoma
$1K +$273 +6 +35%
CT
345
Clearstead Trust
Maine
$1K +$592 +13 New
IA
346
IFS Advisors
Kansas
$1K +$592 +13 +108%
AAP
347
Arax Advisory Partners
Colorado
$1K +$683 +15 New
MAM
348
Marquette Asset Management
Minnesota
$1K +$683 +15 +500%
JWM
349
Janiczek Wealth Management
Colorado
$1K +$819 +18 New
GWA
350
Gibson Wealth Advisors
Texas
$1K +$865 +19 New

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.