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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
451
Poplar Forest Capital
California
-$1.07M -24,310 Closed
YMRC
452
Yorktown Management & Research Company
Virginia
-$1.07M -24,200 Closed
PPSG
453
Princeton Portfolio Strategies Group
New Jersey
-$839K -18,955 Closed
ZCA
454
Zeke Capital Advisors
Pennsylvania
-$686K -15,505 Closed
M&T Bank
455
M&T Bank
New York
-$590K -13,337 Closed
BAAM
456
Baker Avenue Asset Management
California
-$553K -12,500 Closed
Natixis Advisors
457
Natixis Advisors
Massachusetts
-$457K -10,322 Closed
NJBEST
458
New Jersey Better Educational Savings Trust
New Jersey
-$442K -10,000 Closed
FAAS
459
First Allied Advisory Services
California
-$441K -9,953 Closed
COPPSERS
460
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$435K -9,830 Closed
OAC
461
OMERS Administration Corp
Ontario, Canada
-$407K -9,200 Closed
SLAM
462
Swiss Life Asset Management
-$404K -9,139 Closed
NIMI
463
Natixis Investment Managers International
France
-$376K -8,497 Closed
AIM
464
ARGA Investment Management
Connecticut
-$374K -8,456 Closed
RJFSA
465
Raymond James Financial Services Advisors
Florida
-$329K -7,432 Closed
LSERS
466
Louisiana State Employees Retirement System
Louisiana
-$310K -7,000 Closed
OI
467
Oakbrook Investments
Illinois
-$294K -6,644 Closed
Pacer Advisors
468
Pacer Advisors
Pennsylvania
-$288K -6,503 Closed
CL
469
CSS LLC
Illinois
-$275K -6,200 Closed
II
470
IFM Investors
Australia
-$274K -6,184 Closed
RB
471
Rodgers Brothers
Pennsylvania
-$268K -6,067 Closed
APG Asset Management
472
APG Asset Management
Netherlands
-$229K -6,000 Closed
FIM
473
Freedom Investment Management
Connecticut
-$242K -5,937 Closed
GIA
474
Gateway Investment Advisers
Ohio
-$258K -5,841 Closed
QAM
475
Quantres Asset Management
Cayman Islands
-$257K -5,800 Closed

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.