We are live on ! Find out more
BHF icon

Brighthouse Financial

509 hedge funds and large institutions have $3.8B invested in Brighthouse Financial in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $63.2M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

14% more capital invested

Capital invested by funds: $3.35B → $3.8B (+$457M)

3% more funds holding

Funds holding: 492509 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 92.7%89.84% (-2.9%)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 174

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
86
Increased
128
Reduced
174
Closed
61
Calls
$90.3M
Puts
$63.2M
Net Calls
+$27.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
426
Lavaca Capital
Texas
$1K
LWM
427
Lenox Wealth Management
Ohio
$1K
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K
MSFP
429
Mark Sheptoff Financial Planning
Connecticut
$1K
MCM
430
MV Capital Management
Maryland
$1K
OC
431
Oakworth Capital
Alabama
$1K
SIA
432
SeaBridge Investment Advisors
New Jersey
$1K
TFO
433
Tarbox Family Office
California
$1K
TL
434
TrueWealth LLC
Georgia
$1K
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$1K
WAS
436
Winch Advisory Services
Wisconsin
$1K
GI
437
Gradient Investments
Minnesota
$1K +$300 +8 +42%
TC
438
Trust Company
Kansas
$1K +$450 +12 New
W
439
WealthStone
Ohio
$1K +$524 +14 New
EWM
440
Executive Wealth Management
Michigan
$1K +$599 +16 +94%
SHIM
441
Stone House Investment Management
Pennsylvania
$1K +$599 +16 New
CI
442
CX Institutional
Indiana
$1K +$637 +17 New
LWANC
443
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K +$712 +19 New
SWP
444
Strategic Wealth Partners
Ohio
$1K +$712 +19 New
GSWM
445
Golden State Wealth Management
California
$1K +$899 +24 New
CB
446
Community Bank
New York
$1K +$974 +26 +371%
IWP
447
Icon Wealth Partners
Texas
$1K +$1.01K +27 New
TFGT
448
TS Financial Group (TSFG)
Illinois
$1K +$1.5K +40 New
AIM
449
Anchor Investment Management
South Carolina
$871 +$75 +2 +9%
ECM
450
Estabrook Capital Management
New York
$254

BHF Hedge Fund Activity: Q1 2019 in Review

509 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2019, worth a combined $3.8B — up 14% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BHF positions and 61 closed out — a net gain of 25 holders — while 128 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.6M. The largest seller was Royal Bank of Canada, cutting an estimated $114M.

  • 509 institutional investors held Brighthouse Financial (BHF) as of Q1 2019, up from 492 in Q4 2018.
  • Funds reported $3.8B of Brighthouse Financial stock for Q1 2019, up 14% quarter-over-quarter.
  • 86 funds opened new Brighthouse Financial positions in Q1 2019 and 61 closed out, a net change of +25 holders.
  • The largest Brighthouse Financial buyer in Q1 2019 was Millennium Management, an estimated $42.6M added.
  • The largest Brighthouse Financial seller in Q1 2019 was Royal Bank of Canada, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2019.