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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
ClearBridge Investments
26
ClearBridge Investments
New York
$22.4M -$8.88M -227,692 -24%
EC
27
EJF Capital
Virginia
$21M -$35.7M -915,536 -57%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$20.9M -$6.26M -160,364 -19%
Legal & General Group
29
Legal & General Group
United Kingdom
$16.9M +$1.41M +36,045 +7%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$14.1M +$3.22M +82,505 +22%
Canada Life
31
Canada Life
Manitoba, Canada
$13.9M +$14.4M +368,397 +407%
Ameriprise
32
Ameriprise
Minnesota
$13.9M -$6.58M -168,520 -27%
Morgan Stanley
33
Morgan Stanley
New York
$13.2M +$2.09M +53,525 +14%
TAM
34
Tocqueville Asset Management
New York
$11.8M -$1.52M -39,000 -9%
Federated Hermes
35
Federated Hermes
Pennsylvania
$11.3M -$3.04M -77,972 -17%
UBS AM
36
UBS AM
Illinois
$11M -$257K -6,588 -2%
HCM
37
Huber Capital Management
California
$11M -$1.75M -44,733 -11%
PPA
38
Parametric Portfolio Associates
Washington
$10.9M -$4.88M -125,173 -26%
Swiss National Bank
39
Swiss National Bank
Switzerland
$10.7M +$332K +8,500 +2%
Bank of America
40
Bank of America
North Carolina
$10.3M -$4.33M -111,085 -25%
PMG
41
Private Management Group
California
$10.3M +$5.62M +144,002 +74%
CP
42
Cumberland Partners
Ontario, Canada
$9.84M +$2.53M +64,760 +25%
AA
43
AQR Arbitrage
Connecticut
$8.99M
CS
44
Credit Suisse
Switzerland
$8.02M +$2.36M +60,448 +30%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$6.95M -$254K -6,500 -3%
Barclays
46
Barclays
United Kingdom
$6.71M +$3.33M +85,377 +63%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$6.62M +$573K +14,689 +7%
IP
48
Interval Partners
New York
$6.32M +$6.06M +155,203 +298%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$6.27M +$3.98K +102 +0%
VRS
50
Virginia Retirement Systems
Virginia
$5.96M +$1.86M +47,700 +32%

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.