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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
MWM
376
MinichMacGregor Wealth Management
New York
$615 +$627 +12 New
KFI
377
Key Financial Inc
Pennsylvania
$564
RA
378
Rise Advisors
New York
$564
CM
379
Cornerstone Management
Georgia
$462
CBT
380
CoreFirst Bank & Trust
Kansas
$461
GI
381
Gradient Investments
Minnesota
$461
AAG
382
Armstrong Advisory Group
Massachusetts
$461 +$471 +9 New
RAM
383
Riggs Asset Management
Pennsylvania
$461 +$471 +9 New
BCWM
384
Bartlett & Co Wealth Management
Ohio
$410
IWP
385
IAG Wealth Partners
Wisconsin
$359
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$359
SCA
387
Stuart Chaussee & Associates
California
$359
SWM
388
Sugarloaf Wealth Management
Georgia
$359
TIM
389
Tortoise Investment Management
New York
$359
MFT
390
Moisand Fitzgerald Tamayo
Florida
$308
HWMA
391
Heritage Wealth Management (Arizona)
Arizona
$308 +$157 +3 +100%
LWANC
392
Laurel Wealth Advisors (North Carolina)
North Carolina
$308 +$314 +6 New
AWM
393
Avior Wealth Management
Nebraska
$256
FP
394
Financial Perspectives
Minnesota
$256
CWP
395
Concord Wealth Partners
Virginia
$256 +$261 +5 New
DWMG
396
DB Wealth Management Group
California
$256 +$261 +5 New
GJIA
397
Glass Jacobson Investment Advisors
Maryland
$256 +$261 +5 New
SBL
398
Sargent Bickham Lagudis
Colorado
$205
BAAM
399
Baker Avenue Asset Management
California
$205 +$209 +4 New
EE
400
EWG Elevate
California
$205 +$209 +4 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.