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Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
326
ICA Group Wealth Management
Colorado
$1.08K
PWMG
327
Prestige Wealth Management Group
New Jersey
$1.04K
MCM
328
MV Capital Management
Maryland
$1.04K +$46 +1 +4%
LWA
329
Lowe Wealth Advisors
Maryland
$1.04K
HGA
330
Hobbs Group Advisors
South Carolina
$1.04K +$1.11K +24 New
RBC
331
Roble Belko & Company
Pennsylvania
$1K
HFS
332
Hantz Financial Services
Michigan
$1K +$554 +12 New
AAG
333
Armstrong Advisory Group
Massachusetts
$954
CP
334
Camelot Portfolios
Ohio
$953 +$1.01K +22 New
CT
335
Colonial Trust
South Carolina
$910 +$138 +3 +17%
FFL
336
Financial Freedom LLC
Ohio
$867
FCAS
337
First Command Advisory Services
Texas
$867
SIC
338
SJS Investment Consulting
Ohio
$867
FHA
339
First Horizon Advisors
Tennessee
$866
HNB
340
Huntington National Bank
Ohio
$866 +$876 +19 +1,900%
CPG
341
Cornerstone Planning Group
New Jersey
$826 -$692 -15 -44%
TCM
342
Tradewinds Capital Management
Washington
$824
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$824 +$92 +2 +12%
MSFP
344
Mark Sheptoff Financial Planning
Connecticut
$780
Jones Financial Companies
345
Jones Financial Companies
Missouri
$780 +$830 +18 New
APC
346
Aspire Private Capital
North Carolina
$737
PB
347
Pinnacle Bancorp
Nebraska
$737
HI
348
Harbour Investments
Wisconsin
$704 -$369 -8 -33%
PP
349
PFS Partners
New Jersey
$694
PCA
350
Providence Capital Advisors
North Carolina
$693

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.