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Brighthouse Financial

428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.68M

10% more capital invested

Capital invested by funds: $2.43B → $2.67B (+$238M)

4% more funds holding

Funds holding: 413428 (+15)

3.27% more ownership

Funds ownership: 78.03%81.3% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

Holders
428
Holders Change
+15
Holders Change %
+3.63%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
72
Increased
94
Reduced
143
Closed
50
Calls
$8.72M
Puts
$6.68M
Net Calls
+$2.04M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
351
Pinnacle Bancorp
Nebraska
$1K
PP
352
PrairieView Partners
Minnesota
$1K
CWM
353
CarsonAllaria Wealth Management
Illinois
$1K +$680 +13 +325%
SFG
354
Steward Financial Group
Texas
$1K +$1.62K +31 New
JFA
355
JNBA Financial Advisors
Minnesota
$974
RF
356
Robbins Farley
New Hampshire
$974
TCM
357
Tradewinds Capital Management
Washington
$974
CSPIA
358
Cary Street Partners Investment Advisory
Virginia
$974 +$993 +19 New
MSFP
359
Mark Sheptoff Financial Planning
Connecticut
$923
MAM
360
Marquette Asset Management
Minnesota
$923
SWA
361
Sutton Wealth Advisors
Florida
$923
APC
362
Aspire Private Capital
North Carolina
$872
TF
363
TimeScale Financial
Massachusetts
$868
PP
364
PFS Partners
New Jersey
$821
SCA
365
Stonebridge Capital Advisors
Minnesota
$820 -$1.62K -31 -66%
PCA
366
Providence Capital Advisors
North Carolina
$820 +$418 +8 +100%
CA
367
Corrado Advisors
New Jersey
$820 +$837 +16 New
AAP
368
Arax Advisory Partners
Colorado
$769
OA
369
Operose Advisors
Wisconsin
$769
MWM
370
Mascoma Wealth Management
New Hampshire
$769 +$784 +15 New
FWM
371
Focused Wealth Management
New York
$718
RWPA
372
Richard W. Paul & Associates
Michigan
$718 +$732 +14 New
CTC
373
Central Trust Company
Missouri
$667 -$1.78K -34 -72%
OSNBOA
374
Old Second National Bank of Aurora
Illinois
$667 -$314 -6 -32%
MHR
375
Matthew Hamilton Rosenberg
$615 +$627 +12 New

BHF Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
  • Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
  • The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
  • The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.