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Brighthouse Financial

509 hedge funds and large institutions have $3.8B invested in Brighthouse Financial in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $63.2M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

14% more capital invested

Capital invested by funds: $3.35B → $3.8B (+$457M)

3% more funds holding

Funds holding: 492509 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 92.7%89.84% (-2.9%)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 174

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
86
Increased
128
Reduced
174
Closed
61
Calls
$90.3M
Puts
$63.2M
Net Calls
+$27.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
351
Manchester Capital Management
Vermont
$6K
UFG
352
United Fire Group
Iowa
$6K
PCG
353
Private Capital Group
Connecticut
$6K +$4.87K +130 +317%
CAM
354
Cresset Asset Management
Illinois
$5K -$12.4K -331 -70%
ESB
355
Essex Savings Bank
Connecticut
$5K
GRP
356
Global Retirement Partners
California
$5K
QCG
357
Quadrant Capital Group
Ohio
$5K
SFG
358
SevenBridge Financial Group
Pennsylvania
$5K
TWA
359
TCI Wealth Advisors
Arizona
$5K +$1.39K +37 +35%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.18K +85 +327%
NFG
361
Next Financial Group
Texas
$4K -$4.42K -118 -53%
AIA
362
Alera Investment Advisors
Illinois
$4K -$487 -13 -10%
AAM
363
Advisors Asset Management
Colorado
$4K
GCM
364
Gables Capital Management
Florida
$4K
IBOK
365
Independence Bank of Kentucky
Kentucky
$4K
VFA
366
Valeo Financial Advisors
Indiana
$4K
LFA
367
Legacy Financial Advisors
Kentucky
$4K +$225 +6 +5%
FGAM
368
Financial Gravity Asset Management
Texas
$4K +$3.45K +92 New
NFH
369
NEXT Financial Holdings
Texas
$4K +$3.9K +104 New
BGIM
370
Brandywine Global Investment Management
Pennsylvania
$4K +$4.01K +107 New
TC
371
Truvestments Capital
Florida
$4K +$4.2K +112 New
TCOV
372
Trust Company of Vermont
Vermont
$3K -$14K -373 -80%
IA
373
IFP Advisors
Florida
$3K -$5.81K -155 -66%
CTC
374
Central Trust Company
Missouri
$3K -$2.73K -73 -45%
CFA
375
Carroll Financial Associates
North Carolina
$3K -$1.27K -34 -27%

BHF Hedge Fund Activity: Q1 2019 in Review

509 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2019, worth a combined $3.8B — up 14% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BHF positions and 61 closed out — a net gain of 25 holders — while 128 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.6M. The largest seller was Royal Bank of Canada, cutting an estimated $114M.

  • 509 institutional investors held Brighthouse Financial (BHF) as of Q1 2019, up from 492 in Q4 2018.
  • Funds reported $3.8B of Brighthouse Financial stock for Q1 2019, up 14% quarter-over-quarter.
  • 86 funds opened new Brighthouse Financial positions in Q1 2019 and 61 closed out, a net change of +25 holders.
  • The largest Brighthouse Financial buyer in Q1 2019 was Millennium Management, an estimated $42.6M added.
  • The largest Brighthouse Financial seller in Q1 2019 was Royal Bank of Canada, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2019.