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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
OSNBOA
351
Old Second National Bank of Aurora
Illinois
$1K +$865 +19 New
RF
352
Robbins Farley
New Hampshire
$1K +$865 +19 New
ARS
353
Adirondack Retirement Specialists
New York
$1K +$1.09K +24 New
PWMG
354
Prestige Wealth Management Group
New Jersey
$1K +$1.09K +24 New
CFFP
355
Center for Financial Planning
Michigan
$1K +$1.5K +33 New
SWA
356
Sutton Wealth Advisors
Florida
$782 -$865 -19 -51%
PP
357
PFS Partners
New Jersey
$695
AIM
358
Anchor Investment Management
South Carolina
$478
WPA
359
West Paces Advisors
Georgia
$478 +$501 +11 New
CM
360
Cornerstone Management
Georgia
$391
Bank of Montreal
361
Bank of Montreal
Ontario, Canada
$375 -$80.2K -1,762 -19%
BCWM
362
Bartlett & Co Wealth Management
Ohio
$347
BSSFA
363
Baron Silver Stevens Financial Advisors
Florida
$333 +$1.09K +24 New
GEA
364
Glen Eagle Advisors
New Jersey
$261
FP
365
Financial Perspectives
Minnesota
$217
TAM
366
Tucker Asset Management
Colorado
$114
BLC
367
Brown, Lisle/Cummings
Rhode Island
$87
AWM
368
Abound Wealth Management
Tennessee
$87 +$91 +2 New
CS
369
Candriam SCA
Luxembourg
-$3.44M -83,807 Closed
ECM
370
ExodusPoint Capital Management
New York
-$3.04M -74,107 Closed
BC
371
Brookfield Corp
Ontario, Canada
-$2.53M -61,718 Closed
JAM
372
Jupiter Asset Management
United Kingdom
-$2.1M -51,304 Closed
HSBC Holdings
373
HSBC Holdings
United Kingdom
-$1.14M -27,698 Closed
Rafferty Asset Management
374
Rafferty Asset Management
New York
-$977K -23,811 Closed
GTCM
375
Gyon Technologies Capital Management
New Jersey
-$797K -19,429 Closed

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.