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Brighthouse Financial

428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.68M

10% more capital invested

Capital invested by funds: $2.43B → $2.67B (+$238M)

4% more funds holding

Funds holding: 413428 (+15)

3.27% more ownership

Funds ownership: 78.03%81.3% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

Holders
428
Holders Change
+15
Holders Change %
+3.63%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
72
Increased
94
Reduced
143
Closed
50
Calls
$8.72M
Puts
$6.68M
Net Calls
+$2.04M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Accurate Wealth Management
Florida
$1.35K +$1.36K +26 New
IA
327
IFS Advisors
Kansas
$1.28K
HI
328
Harbour Investments
Wisconsin
$1.23K
ME
329
McIlrath & Eck
Washington
$1.23K
M
330
MOTCO
Texas
$1.23K
PWMG
331
Prestige Wealth Management Group
New Jersey
$1.23K
CWC
332
Carolinas Wealth Consulting
North Carolina
$1.23K +$1.25K +24 New
CPG
333
Cornerstone Planning Group
New Jersey
$1.18K +$1.2K +23 New
AP
334
Atwood & Palmer
Missouri
$1.18K
MCM
335
MV Capital Management
Maryland
$1.18K
IGWM
336
ICA Group Wealth Management
Colorado
$1.14K +$1.1K +21 New
DI
337
Disciplined Investments
Oklahoma
$1.13K -$52 -1 -4%
AA
338
Addison Advisors
Vermont
$1.13K
ZIG
339
Zullo Investment Group
Pennsylvania
$1.08K
FHA
340
First Horizon Advisors
Tennessee
$1.02K
FFL
341
Financial Freedom LLC
Ohio
$1.02K +$1.05K +20 New
TF
342
Tompkins Financial
New York
$1K -$105K -2,000 -99%
AA
343
Ancora Advisors
Ohio
$1K
CA
344
Centerpoint Advisors
Massachusetts
$1K
EWM
345
Endurance Wealth Management
Rhode Island
$1K
FCB
346
First Command Bank
Texas
$1K
FCFS
347
First Command Financial Services
Texas
$1K
HBW
348
Hazlett, Burt & Watson
West Virginia
$1K
HWM
349
Horizons Wealth Management
North Carolina
$1K
MWC
350
MBM Wealth Consultants
Missouri
$1K

BHF Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
  • Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
  • The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
  • The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.