We are live on ! Find out more
BHF icon

Brighthouse Financial
BHF

431 hedge funds and large institutions have $2.72B invested in Brighthouse Financial in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

39% more call options, than puts

Call options by funds: $5.71M | Put options by funds: $4.1M

7% more capital invested

Capital invested by funds: $2.55B → $2.72B (+$166M)

6% more funds holding

Funds holding: 405 → 431 (+26)

1.2% more ownership

Funds ownership: 79.18% → 80.37% (+1.2%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

34% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 140

Holders
431
Holders Change
+26
Holders Change %
+6.42%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
58
Increased
93
Reduced
140
Closed
28
Calls
$5.71M
Puts
$4.1M
Net Calls
+$1.61M
Net Calls Change
-$1.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
Man Group
Man Group
United Kingdom
+$23.8M
3
American Century Companies
American Century Companies
Missouri
+$9.75M
4
JFG
Jefferies Financial Group
New York
+$6.54M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$5.48M

Top Sellers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$14.3M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$11.4M
3
BlackRock
BlackRock
New York
-$9.97M
4
First Trust Advisors
First Trust Advisors
Illinois
-$8.92M
5
Invesco
Invesco
Georgia
-$8.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$265 – – –
SWM
402
Sugarloaf Wealth Management
Georgia
$265 – – –
RCM
403
Raleigh Capital Management
North Carolina
$265 +$248 +5 New
AWM
404
Avior Wealth Management
Nebraska
$264 – – –
SL
405
Salomon & Ludwin
Virginia
$245 – – –
HNB
406
Huntington National Bank
Ohio
$159 -$8.99K -181 -98%
KLWA
407
Kelly Lawrence W & Associates
California
$159 – – –
MA
408
MCF Advisors
Kentucky
$159 – – –
TCM
409
TD Capital Management
Tennessee
$159 – – –
SNB
410
Security National Bank
Nebraska
$159 +$149 +3 New
FPFS
411
First Personal Financial Services
North Carolina
$120 – – –
BLC
412
Brown, Lisle/Cummings
Rhode Island
$106 – – –
CHA
413
Carmichael Hill & Associates
Maryland
$106 – – –
SIS
414
Sound Income Strategies
Florida
$106 – – –
Toronto Dominion Bank
415
Toronto Dominion Bank
Ontario, Canada
$106 – – –
TAM
416
Tucker Asset Management
Colorado
$106 – – –
TSWM
417
Tyler-Stone Wealth Management
Ohio
$106 – – –
MSG
418
Main Street Group
Virginia
$105 +$99 +2 New
AAP
419
Arax Advisory Partners
Colorado
$53 – – –
GWSG
420
GPS Wealth Strategies Group
Colorado
$53 – – –
IHWM
421
Iron Horse Wealth Management
Iowa
$53 – – –
ZB
422
Zions Bancorporation
Utah
$53 – – –
RIM
423
Rockbridge Investment Management
New York
$53 +$50 +1 New
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52 – – –
TI
425
Trexquant Investment
Connecticut
– -$1.73M -35,315 Closed
15 16
17
18 19

BHF Hedge Fund Activity: Q4 2023 in Review

431 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2023, worth a combined $2.72B — up 6.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 28 closed out — a net gain of 30 holders — while 93 added to existing stakes and 140 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Assenagon Asset Management, cutting an estimated $14.3M.

  • 431 institutional investors held Brighthouse Financial (BHF) as of Q4 2023, up from 405 in Q3 2023.
  • Funds reported $2.72B of Brighthouse Financial stock for Q4 2023, up 6.5% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q4 2023 and 28 closed out, a net change of +30 holders.
  • The largest Brighthouse Financial buyer in Q4 2023 was Morgan Stanley, an estimated $25.9M added.
  • The largest Brighthouse Financial seller in Q4 2023 was Assenagon Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2023.