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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
First Horizon Advisors
Tennessee
-$6.19K -136 -87%
PFGIA
402
Patriot Financial Group Insurance Agency
Massachusetts
-$5K -125 Closed
VCM
403
Vigilant Capital Management
Maine
-$4K -105 Closed
CA
404
CoreCap Advisors
Michigan
-$3K -82 Closed
OCM
405
Orion Capital Management
California
-$2K -45 Closed
VVP
406
Venture Visionary Partners
Ohio
-$1.8K -44 Closed
HFS
407
Heritage Financial Services
Massachusetts
-$1K -43 Closed
FBT
408
First Bank & Trust
South Dakota
-$1K -33 Closed
CAL
409
Capital Analysts LLC
Pennsylvania
-$1K -22 Closed
HNWAG
410
High Net Worth Advisory Group
Florida
-$1K -20 Closed
CCA
411
Column Capital Advisors
Indiana
-$1K -19 Closed
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1K -16 Closed
BMD
413
Better Money Decisions
New Mexico
-$1K -15 Closed
WWP
414
WR Wealth Planners
Missouri
-$533 -13 Closed
MHR
415
Matthew Hamilton Rosenberg
-$1K -12 Closed
MFT
416
Moisand Fitzgerald Tamayo
Florida
-$319 -7 -54%
C
417
Covestor
United Kingdom
-$228 -5 -33%
HF
418
Halpern Financial
Virginia
-$82 -2 Closed
RIM
419
Rockbridge Investment Management
New York
-$42 -1 Closed
AFS
420
Annapolis Financial Services
Maryland
+$46 +1 +100%
HGERS
421
Householder Group Estate & Retirement Specialist
Arizona
+$46 +1 New
CHA
422
Carmichael Hill & Associates
Maryland
+$91 +2 New
PWS
423
Paragon Wealth Strategies
Florida
+$137 +3 New
TCM
424
TD Capital Management
Tennessee
+$137 +3 New
CWM
425
CarsonAllaria Wealth Management
Illinois
+$182 +4 New

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.