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Brighthouse Financial

417 hedge funds and large institutions have $2.4B invested in Brighthouse Financial in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% less funds holding

Funds holding: 420417 (-3)

0.89% less ownership

Funds ownership: 79.04%78.15% (-0.89%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $16.6M

23% less capital invested

Capital invested by funds: $3.13B → $2.4B (-$725M)

36% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 146

Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
93
Reduced
146
Closed
51
Calls
$13.2M
Puts
$16.6M
Net Calls
-$3.42M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BMD
351
Better Money Decisions
New Mexico
$1K +$724 +15 New
SC
352
Schubert & Co
Texas
$1K +$724 +15 +88%
FCB
353
First Command Bank
Texas
$1K +$965 +20 New
FCFS
354
First Command Financial Services
Texas
$1K +$965 +20 New
HI
355
Harbour Investments
Wisconsin
$1K +$1.16K +24 New
HWM
356
Horizons Wealth Management
North Carolina
$1K +$1.16K +24 New
M
357
MOTCO
Texas
$1K +$1.16K +24 New
CMP
358
Coston McIsaac & Partners
Maine
$1K +$1.3K +27 New
HFS
359
Heritage Financial Services
Massachusetts
$1K +$2.08K +43 New
PP
360
PFS Partners
New Jersey
$657
WWP
361
WR Wealth Planners
Missouri
$533
AIM
362
Anchor Investment Management
South Carolina
$451
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$407 -$225K -4,670 -33%
CM
364
Cornerstone Management
Georgia
$370
BCWM
365
Bartlett & Co Wealth Management
Ohio
$328
GEA
366
Glen Eagle Advisors
New Jersey
$246
FP
367
Financial Perspectives
Minnesota
$205
HWMA
368
Heritage Wealth Management (Arizona)
Arizona
$123
TAM
369
Tucker Asset Management
Colorado
$82
BLC
370
Brown, Lisle/Cummings
Rhode Island
$82 +$97 +2 New
HF
371
Halpern Financial
Virginia
$82 +$97 +2 New
RIM
372
Rockbridge Investment Management
New York
$42
Nomura Holdings
373
Nomura Holdings
Japan
-$3.36M -64,188 Closed
GC
374
Gillson Capital
Illinois
-$3.24M -62,673 Closed
HHAM
375
HITE Hedge Asset Management
Massachusetts
-$1.85M -35,741 Closed

BHF Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2022, worth a combined $2.4B — down 23% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 51 closed out — a net gain of 7 holders — while 93 added to existing stakes and 146 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 417 institutional investors held Brighthouse Financial (BHF) as of Q2 2022, down from 420 in Q1 2022.
  • Funds reported $2.4B of Brighthouse Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q2 2022 and 51 closed out, a net change of +7 holders.
  • The largest Brighthouse Financial buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $25.2M added.
  • The largest Brighthouse Financial seller in Q2 2022 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.