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Brighthouse Financial

417 hedge funds and large institutions have $2.4B invested in Brighthouse Financial in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% less funds holding

Funds holding: 420417 (-3)

0.89% less ownership

Funds ownership: 79.04%78.15% (-0.89%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $16.6M

23% less capital invested

Capital invested by funds: $3.13B → $2.4B (-$725M)

36% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 146

Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
93
Reduced
146
Closed
51
Calls
$13.2M
Puts
$16.6M
Net Calls
-$3.42M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Aquatic Capital Management
Illinois
-$46K -900 Closed
DZ Bank
402
DZ Bank
Germany
-$30.2K -575 Closed
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
-$8.73K -169 Closed
Optiver Holding
404
Optiver Holding
Netherlands
-$9K -169 Closed
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
-$7.24K -150 -96%
TIM
406
Tevis Investment Management
Texas
-$6K -120 Closed
HCM
407
Huber Capital Management
California
-$6K -111 Closed
GAM
408
Gemmer Asset Management
California
-$5K -106 Closed
JWA
409
JFS Wealth Advisors
Pennsylvania
-$2.46K -51 -82%
Allspring Global Investments
410
Allspring Global Investments
North Carolina
-$1.79K -37 -95%
SCA
411
Sandy Cove Advisors
Massachusetts
-$2K -34 Closed
CT
412
Caldwell Trust
Florida
-$1.34K -26 Closed
CI
413
Cordant Inc
Oregon
-$1K -26 Closed
PFS
414
Prospera Financial Services
Texas
-$1K -20 Closed
RF
415
Robbins Farley
New Hampshire
-$1K -19 Closed
FAG
416
Fortitude Advisory Group
Washington
-$1K -18 Closed
Toronto Dominion Bank
417
Toronto Dominion Bank
Ontario, Canada
-$1K -18 Closed
MWC
418
MBM Wealth Consultants
Missouri
-$724 -15 -68%
CWP
419
Concord Wealth Partners
Virginia
-$483 -10 -67%
Jones Financial Companies
420
Jones Financial Companies
Missouri
-$1K -10 Closed
MAM
421
McCarthy Asset Management
California
-$1K -10 Closed
AssetMark Inc
422
AssetMark Inc
California
-$386 -8 -89%
EWM
423
Evermay Wealth Management
Virginia
-$290 -6 -67%
Creative Planning
424
Creative Planning
Kansas
+$48 +1 New
KLWA
425
Kelly Lawrence W & Associates
California
+$145 +3 New

BHF Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2022, worth a combined $2.4B — down 23% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 51 closed out — a net gain of 7 holders — while 93 added to existing stakes and 146 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 417 institutional investors held Brighthouse Financial (BHF) as of Q2 2022, down from 420 in Q1 2022.
  • Funds reported $2.4B of Brighthouse Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q2 2022 and 51 closed out, a net change of +7 holders.
  • The largest Brighthouse Financial buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $25.2M added.
  • The largest Brighthouse Financial seller in Q2 2022 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.