We are live on ! Find out more
BHF icon

Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
376
IAG Wealth Partners
Wisconsin
$304
CTC
377
Central Trust Company
Missouri
$304 +$323 +7 New
KFI
378
Key Financial Inc
Pennsylvania
$303
PWA
379
Provenance Wealth Advisors
Florida
$303
SCA
380
Stuart Chaussee & Associates
California
$303
TIM
381
Tortoise Investment Management
New York
$303
OW
382
Olistico Wealth
Oklahoma
$303 +$323 +7 New
TWP
383
Triad Wealth Partners
Kansas
$303 +$323 +7 New
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$261
MFT
385
Moisand Fitzgerald Tamayo
Florida
$261
PCFFS
386
Pacific Center for Financial Services
California
$261
WAS
387
Winch Advisory Services
Wisconsin
$260
PS
388
Principal Securities
Iowa
$260 +$277 +6 New
ADL
389
Asset Dedication LLC
California
$217
CTWM
390
Cherry Tree Wealth Management
Minnesota
$217
DFA
391
DHJJ Financial Advisors
Illinois
$217
GJIA
392
Glass Jacobson Investment Advisors
Maryland
$217
GWSA
393
Global Wealth Strategies & Associates
Colorado
$217
SL
394
Salomon & Ludwin
Virginia
$217
HWM
395
HighMark Wealth Management
Minnesota
$217 +$231 +5 New
RA
396
Ransom Advisory
Rhode Island
$173
1832 Asset Management
397
1832 Asset Management
Ontario, Canada
$173 +$185 +4 New
SIM
398
Studio Investment Management
Illinois
$173 +$185 +4 New
MA
399
MCF Advisors
Kentucky
$131
CFD
400
Creative Financial Designs
Indiana
$130 -$92 -2 -40%

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.