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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
MFT
376
Moisand Fitzgerald Tamayo
Florida
$271
PCFFS
377
Pacific Center for Financial Services
California
$271
WAS
378
Winch Advisory Services
Wisconsin
$270
PS
379
Planned Solutions
California
$270 +$270 +6 New
ADL
380
Asset Dedication LLC
California
$226
CTWM
381
Cherry Tree Wealth Management
Minnesota
$226
DFA
382
DHJJ Financial Advisors
Illinois
$226
GJIA
383
Glass Jacobson Investment Advisors
Maryland
$226
PMFA
384
Plante Moran Financial Advisors
Michigan
$225 -$3.06K -68 -93%
GWSA
385
Global Wealth Strategies & Associates
Colorado
$225
HWM
386
HighMark Wealth Management
Minnesota
$225
SL
387
Salomon & Ludwin
Virginia
$225
VWM
388
Valley Wealth Managers
New Jersey
$225 +$225 +5 New
SIS
389
Strategic Investment Solutions
Illinois
$180 -$135 -3 -43%
RA
390
Ransom Advisory
Rhode Island
$180
SIM
391
Studio Investment Management
Illinois
$180
JIP
392
Jaffetilchin Investment Partners
Florida
$180 +$180 +4 New
OC
393
Oarsman Capital
Wisconsin
$180 +$180 +4 New
MA
394
MCF Advisors
Kentucky
$136
KLWA
395
Kelly Lawrence W & Associates
California
$135
SNB
396
Security National Bank
Nebraska
$135
TCM
397
TD Capital Management
Tennessee
$135
VWWMG
398
Vermillion & White Wealth Management Group
Pennsylvania
$135
LFG
399
Larson Financial Group
Missouri
$135 +$135 +3 New
NRG
400
Nemes Rush Group
Michigan
$103

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.