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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
351
Synovus Financial
Georgia
$3K -$2.61K -67 -41%
DSC
352
Duncker Streett & Co
Missouri
$3K -$2.58K -66 -38%
VFA
353
Valeo Financial Advisors
Indiana
$3K -$1.13K -29 -22%
LFA
354
Legacy Financial Advisors
Kentucky
$3K -$663 -17 -13%
TWA
355
TCI Wealth Advisors
Arizona
$3K -$273 -7 -6%
AAM
356
Advisors Asset Management
Colorado
$3K -$195 -5 -5%
CFN
357
Cordasco Financial Network
Florida
$3K
VNA
358
Valley National Advisers
Pennsylvania
$3K +$624 +16 +22%
CAW
359
Cornerstone Advisors (Washington)
Washington
$3K +$3.24K +83 New
KPW
360
Kore Private Wealth
New York
$3K +$3.51K +90 New
WANY
361
Wealthspire Advisors (New York)
New York
$3K +$3.67K +94 New
PWM
362
PRW Wealth Management
Massachusetts
$3K +$3.82K +98 New
SWA
363
Sutton Wealth Advisors
Florida
$2.44K -$1.05K -27 -25%
Korea Investment Corp
364
Korea Investment Corp
South Korea
$2K -$11.7K -300 -80%
FC
365
Ferris Capital
Massachusetts
$2K -$10.1K -259 -83%
YWP
366
YorkBridge Wealth Partners
New York
$2K -$4.49K -115 -68%
ADL
367
Asset Dedication LLC
California
$2K
CCM
368
Cribstone Capital Management
Maine
$2K
HIIFS
369
Harel Insurance Investments & Financial Services
Israel
$2K
HT
370
Heritage Trust
Oklahoma
$2K
PFSC
371
Peoples Financial Services Corp
Pennsylvania
$2K
WCM
372
Wealthcare Capital Management
Virginia
$2K
WB
373
Webster Bank
Connecticut
$2K
MSA
374
Marino Stram & Associates
Massachusetts
$2K +$234 +6 +13%
AF
375
Allworth Financial
California
$2K +$975 +25 +86%

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.