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Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
401
Kelly Lawrence W & Associates
California
$130
SNB
402
Security National Bank
Nebraska
$130
TCM
403
TD Capital Management
Tennessee
$130
VWWMG
404
Vermillion & White Wealth Management Group
Pennsylvania
$130
WT
405
Washington Trust
Rhode Island
$130 +$138 +3 New
FPFS
406
First Personal Financial Services
North Carolina
$98
NRG
407
Nemes Rush Group
Michigan
$87 -$277 -6 -75%
SIS
408
Sound Income Strategies
Florida
$87 -$138 -3 -60%
AssetMark Inc
409
AssetMark Inc
California
$87
BLC
410
Brown, Lisle/Cummings
Rhode Island
$87
CHA
411
Carmichael Hill & Associates
Maryland
$87
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$87
TAM
413
Tucker Asset Management
Colorado
$87
TSWM
414
Tyler-Stone Wealth Management
Ohio
$87
CFFP
415
Center for Financial Planning
Michigan
$87 +$92 +2 New
RI
416
Ridgewood Investments
New Jersey
$85 +$92 +2 New
LWCFA
417
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50
AAP
418
Arax Advisory Partners
Colorado
$44
OWA
419
Opal Wealth Advisors
New York
$44 +$46 +1 New
GWSG
420
GPS Wealth Strategies Group
Colorado
$43
IHWM
421
Iron Horse Wealth Management
Iowa
$43
ZB
422
Zions Bancorporation
Utah
$43
AIG
423
American International Group
New York
-$4.38M -85,038 Closed
NIG
424
NFJ Investment Group
Texas
-$3.77M -73,051 Closed
CWM
425
CIBC World Markets
New York
-$3.09M -60,000 Closed

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.