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Brighthouse Financial

416 hedge funds and large institutions have $2.12B invested in Brighthouse Financial in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$3.76M)

6% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.76M

1.33% less ownership

Funds ownership: 79.36%78.02% (-1.3%)

3% less funds holding

Funds holding: 428416 (-12)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

33% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 138

Holders
416
Holders Change
-12
Holders Change %
-2.8%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
93
Reduced
138
Closed
50
Calls
$4.49M
Puts
$4.76M
Net Calls
-$275K
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
326
Fourpath Capital Management
Oklahoma
$991 +$989 +22 New
CT
327
Colonial Trust
South Carolina
$946
CPG
328
Cornerstone Planning Group
New Jersey
$916
FFL
329
Financial Freedom LLC
Ohio
$901
FHA
330
First Horizon Advisors
Tennessee
$900
HNB
331
Huntington National Bank
Ohio
$856 -$45 -1 -5%
DPW
332
DiNuzzo Private Wealth
Pennsylvania
$856
MSFP
333
Mark Sheptoff Financial Planning
Connecticut
$811
AP
334
Atwood & Palmer
Missouri
$811 +$809 +18 New
BSB
335
Bangor Savings Bank
Maine
$766 -$764 -17 -50%
APC
336
Aspire Private Capital
North Carolina
$766
PB
337
Pinnacle Bancorp
Nebraska
$766
HI
338
Harbour Investments
Wisconsin
$732
PP
339
PFS Partners
New Jersey
$721
PCA
340
Providence Capital Advisors
North Carolina
$720
CA
341
Continuum Advisory
Idaho
$715
JFA
342
JNBA Financial Advisors
Minnesota
$676
MAM
343
Marquette Asset Management
Minnesota
$676
RCM
344
Raleigh Capital Management
North Carolina
$675
TF
345
Tompkins Financial
New York
$675
CAM
346
Clarity Asset Management
Iowa
$630
RWPA
347
Richard W. Paul & Associates
Michigan
$630
TCOV
348
Trust Company of Vermont
Vermont
$630
AA
349
Ancora Advisors
Ohio
$585
CWM
350
CarsonAllaria Wealth Management
Illinois
$585

BHF Hedge Fund Activity: Q3 2024 in Review

416 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2024, worth a combined $2.12B — down 0.18% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BHF and 40 opened new positions — a net loss of 10 holders — while 138 trimmed existing stakes and 93 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $28.5M. The largest seller was Royal Bank of Canada, cutting an estimated $36.4M.

  • 416 institutional investors held Brighthouse Financial (BHF) as of Q3 2024, down from 428 in Q2 2024.
  • Funds reported $2.12B of Brighthouse Financial stock for Q3 2024, down 0.18% quarter-over-quarter.
  • 40 funds opened new Brighthouse Financial positions in Q3 2024 and 50 closed out, a net change of -10 holders.
  • The largest Brighthouse Financial buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $28.5M added.
  • The largest Brighthouse Financial seller in Q3 2024 was Royal Bank of Canada, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2024.