Brighthouse Financial
BHF
428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.
44% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 50
31% more call options, than puts
Call options by funds: $8.72M | Put options by funds: $6.68M
10% more capital invested
Capital invested by funds: $2.43B → $2.67B (+$238M)
4% more funds holding
Funds holding: 413 → 428 (+15)
3.27% more ownership
Funds ownership: 78.03% → 81.3% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
34% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$26.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$22.1M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$13.7M |
| 4 |
Man Group
London,
United Kingdom
|
+$12.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$19.2M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$11.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$9.83M |
| 4 |
PMG
Private Management Group
Irvine,
California
|
-$9.08M |
| 5 |
GC
Greenlight Capital
New York
|
-$7.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
451
Toth Financial Advisory
Leesburg,
Virginia
| – | -$3K | -76 | Closed |
|
|
TSW
452
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$2K | -56 | Closed |
|
453
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$2K | -41 | Closed |
|
|
CFFP
454
Center for Financial Planning
Southfied,
Michigan
| – | -$1K | -33 | Closed |
|
|
BSSFA
455
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$333 | -24 | Closed |
|
|
GWA
456
Gibson Wealth Advisors
Tyler,
Texas
| – | -$1K | -19 | Closed |
|
|
JWM
457
Janiczek Wealth Management
Denver,
Colorado
| – | -$1K | -18 | Closed |
|
|
CT
458
Clearstead Trust
Portland,
Maine
| – | -$1K | -13 | Closed |
|
|
WPA
459
West Paces Advisors
Atlanta,
Georgia
| – | -$478 | -11 | Closed |
|
|
GEA
460
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$261 | -6 | Closed |
|
|
C
461
Covestor
London,
United Kingdom
| – | -$157 | -3 | -30% |
|
|
WAS
462
Winch Advisory Services
Appleton,
Wisconsin
| – | +$314 | +6 | New |
|
BHF Hedge Fund Activity: Q4 2022 in Review
428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.
The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.
- 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
- Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
- 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
- The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
- The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2022.