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Brighthouse Financial

437 hedge funds and large institutions have $3.81B invested in Brighthouse Financial in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $3.62B → $3.81B (+$190M)

0.73% less ownership

Funds ownership: 85.32%84.59% (-0.73%)

4% less funds holding

Funds holding: 455437 (-18)

24% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 66

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less call options, than puts

Call options by funds: $36.9M | Put options by funds: $85.6M

Holders
437
Holders Change
-18
Holders Change %
-3.96%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
50
Increased
113
Reduced
161
Closed
66
Calls
$36.9M
Puts
$85.6M
Net Calls
-$48.6M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$23.6M +$8.05M +216,300 +59%
Legal & General Group
27
Legal & General Group
United Kingdom
$21.4M -$180K -4,832 -0.9%
MSL
28
Mackay Shields LLC
New York
$21M +$4.29M +115,081 +29%
N
29
Nuveen
North Carolina
$20.9M -$1.04M -27,990 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$19.9M +$13.4M +361,111 +277%
Principal Financial Group
31
Principal Financial Group
Iowa
$19.6M -$1.05M -28,293 -6%
PPA
32
Parametric Portfolio Associates
Washington
$19.2M -$283K -7,589 -2%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$17.2M -$289K -7,757 -2%
ClearBridge Investments
34
ClearBridge Investments
New York
$17.2M -$11.4K -305 -0.1%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$16.9M +$3.19M +85,711 +26%
VRS
36
Virginia Retirement Systems
Virginia
$16.8M +$227K +6,100 +1%
PMG
37
Private Management Group
California
$15.2M +$1.14M +30,541 +9%
Bank of America
38
Bank of America
North Carolina
$15.1M -$2.26M -60,580 -14%
CP
39
Cumberland Partners
Ontario, Canada
$14.9M -$413K -11,098 -3%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$14.6M -$6.6M -177,200 -33%
AL
41
AJO LP
Pennsylvania
$14.6M +$1.2M +32,154 +10%
Federated Hermes
42
Federated Hermes
Pennsylvania
$13.9M +$937K +25,173 +8%
Ameriprise
43
Ameriprise
Minnesota
$13.9M -$195K -5,230 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$13.8M -$59.6K -1,600 -0.5%
EC
45
EJF Capital
Virginia
$13.7M +$12.6M +337,925 New
UBS AM
46
UBS AM
Illinois
$12.9M -$1.16M -31,271 -9%
Renaissance Technologies
47
Renaissance Technologies
New York
$12.8M +$5.83M +156,600 +99%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$12.4M +$8.92M +239,621 +362%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$11M -$11.2K -300 -0.1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$10.7M -$397K -10,648 -4%

BHF Hedge Fund Activity: Q3 2019 in Review

437 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2019, worth a combined $3.81B — up 5.2% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of BHF and 50 opened new positions — a net loss of 16 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Arrowstreet Capital, adding an estimated $41M. The largest seller was Wellington Management Group, cutting an estimated $42.9M.

  • 437 institutional investors held Brighthouse Financial (BHF) as of Q3 2019, down from 455 in Q2 2019.
  • Funds reported $3.81B of Brighthouse Financial stock for Q3 2019, up 5.2% quarter-over-quarter.
  • 50 funds opened new Brighthouse Financial positions in Q3 2019 and 66 closed out, a net change of -16 holders.
  • The largest Brighthouse Financial buyer in Q3 2019 was Arrowstreet Capital, an estimated $41M added.
  • The largest Brighthouse Financial seller in Q3 2019 was Wellington Management Group, an estimated $42.9M sold.

Based on aggregated 13F filings for Q3 2019.