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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
401
Clarus Wealth Advisors
Arizona
$1K
DAM
402
Delta Asset Management
Tennessee
$1K
EWM
403
Endurance Wealth Management
Rhode Island
$1K
FANJ
404
Financial Architects (New Jersey)
New Jersey
$1K
FBT
405
First Bank & Trust
South Dakota
$1K
FRA
406
Front Row Advisors
California
$1K
LFG
407
LifePlan Financial Group
Ohio
$1K
LYV
408
Live Your Vision
Pennsylvania
$1K
MSFP
409
Mark Sheptoff Financial Planning
Connecticut
$1K
SIA
410
SeaBridge Investment Advisors
New Jersey
$1K
TL
411
TrueWealth LLC
Georgia
$1K
VCM
412
Versant Capital Management
Arizona
$1K
FWM
413
Focused Wealth Management
New York
$1K +$117 +3 +18%
LWM
414
Lenox Wealth Management
Ohio
$1K +$117 +3 +14%
HS
415
Horan Securities
United States
$1K +$195 +5 +28%
SIM
416
Sonora Investment Management
Arizona
$1K +$429 +11 +122%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$1K +$663 +17 +189%
EWM
418
Executive Wealth Management
Michigan
$1K +$663 +17 New
FGC
419
Financial Gravity Companies
Texas
$1K +$780 +20 New
MCM
420
MV Capital Management
Maryland
$1K +$897 +23 New
WCM
421
WealthBridge Capital Management
Ohio
$1K +$897 +23 New
PMFA
422
Plante Moran Financial Advisors
Michigan
$1K +$936 +24 +600%
PB
423
Pinnacle Bancorp
Nebraska
$1K +$1.17K +30 New
GWMIA
424
Global Wealth Management Investment Advisory
Florida
$1K +$1.21K +31 New
PCIA
425
Prime Capital Investment Advisors
Kansas
$1K +$1.25K +32 New

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.