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Brighthouse Financial

416 hedge funds and large institutions have $2.12B invested in Brighthouse Financial in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$3.76M)

6% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.76M

1.33% less ownership

Funds ownership: 79.36%78.02% (-1.3%)

3% less funds holding

Funds holding: 428416 (-12)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

33% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 138

Holders
416
Holders Change
-12
Holders Change %
-2.8%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
93
Reduced
138
Closed
50
Calls
$4.49M
Puts
$4.76M
Net Calls
-$275K
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
351
IFS Advisors
Kansas
$585
TCM
352
Tradewinds Capital Management
Washington
$541 -$315 -7 -37%
MHR
353
Matthew Hamilton Rosenberg
$540
SHIM
354
Stone House Investment Management
Pennsylvania
$540
AWM
355
Avior Wealth Management
Nebraska
$495
HWA
356
Heritage Wealth Advisors
Virginia
$495
NB
357
NBT Bank
New York
$495
RTC
358
Riverview Trust Company
Washington
$495 +$494 +11 New
BIA
359
Bell Investment Advisors
California
$451
FCAS
360
First Command Advisory Services
Texas
$450 -$449 -10 -50%
GEA
361
Glen Eagle Advisors
New Jersey
$450
AA
362
Addison Advisors
Vermont
$406
CFS
363
CGC Financial Services
Oregon
$405
CWP
364
Concord Wealth Partners
Virginia
$405
ATS
365
Ashton Thomas Securities
New York
$405 +$404 +9 New
TFA
366
Toth Financial Advisory
Virginia
$361
NFA
367
Northwest Financial Advisors
Virginia
$360 +$359 +8 New
PWMG
368
Private Wealth Management Group
New Jersey
$316
IWP
369
IAG Wealth Partners
Wisconsin
$315
KFI
370
Key Financial Inc
Pennsylvania
$315
OW
371
Olistico Wealth
Oklahoma
$315
PWA
372
Provenance Wealth Advisors
Florida
$315
SCA
373
Stuart Chaussee & Associates
California
$315
TIM
374
Tortoise Investment Management
New York
$315
LWANC
375
Laurel Wealth Advisors (North Carolina)
North Carolina
$271

BHF Hedge Fund Activity: Q3 2024 in Review

416 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2024, worth a combined $2.12B — down 0.18% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BHF and 40 opened new positions — a net loss of 10 holders — while 138 trimmed existing stakes and 93 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $28.5M. The largest seller was Royal Bank of Canada, cutting an estimated $36.4M.

  • 416 institutional investors held Brighthouse Financial (BHF) as of Q3 2024, down from 428 in Q2 2024.
  • Funds reported $2.12B of Brighthouse Financial stock for Q3 2024, down 0.18% quarter-over-quarter.
  • 40 funds opened new Brighthouse Financial positions in Q3 2024 and 50 closed out, a net change of -10 holders.
  • The largest Brighthouse Financial buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $28.5M added.
  • The largest Brighthouse Financial seller in Q3 2024 was Royal Bank of Canada, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2024.