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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
326
Atwood & Palmer
Missouri
$865
MSFP
327
Mark Sheptoff Financial Planning
Connecticut
$865
BSB
328
Bangor Savings Bank
Maine
$817
PB
329
Pinnacle Bancorp
Nebraska
$817
HI
330
Harbour Investments
Wisconsin
$781
PP
331
PFS Partners
New Jersey
$769
FAI
332
Fiduciary Advisors Inc
Missouri
$769 +$782 +16 New
PS
333
Principal Securities
Iowa
$721 -$1.03K -21 -58%
RCM
334
Raleigh Capital Management
North Carolina
$721
TF
335
Tompkins Financial
New York
$721
SWA
336
SOA Wealth Advisors
New York
$673 -$1.71K -35 -71%
CAM
337
Clarity Asset Management
Iowa
$673
RWPA
338
Richard W. Paul & Associates
Michigan
$673
TCOV
339
Trust Company of Vermont
Vermont
$673
AA
340
Ancora Advisors
Ohio
$625
CWM
341
CarsonAllaria Wealth Management
Illinois
$625
IA
342
IFS Advisors
Kansas
$624
TCM
343
Tradewinds Capital Management
Washington
$577
MHR
344
Matthew Hamilton Rosenberg
$576
SIS
345
Strategic Investment Solutions
Illinois
$562 +$342 +7 +175%
HWA
346
Heritage Wealth Advisors
Virginia
$528
RTC
347
Riverview Trust Company
Washington
$528
NECFA
348
New England Capital Financial Advisors
Connecticut
$481 +$489 +10 New
GEA
349
Glen Eagle Advisors
New Jersey
$480
CWP
350
Concord Wealth Partners
Virginia
$480 +$49 +1 +11%

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.