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Brighthouse Financial

419 hedge funds and large institutions have $3.15B invested in Brighthouse Financial in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $7.02M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

17% more capital invested

Capital invested by funds: $2.69B → $3.15B (+$465M)

1% more funds holding

Funds holding: 415419 (+4)

1.25% less ownership

Funds ownership: 83%81.74% (-1.3%)

39% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 148

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
7.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
65
Increased
91
Reduced
148
Closed
55
Calls
$36.7M
Puts
$7.02M
Net Calls
+$29.7M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$21.4M -$4.23M -102,916 -18%
PCM
27
Prelude Capital Management
New York
$20.4M -$3.83M -93,306 -17%
UBS Group
28
UBS Group
Switzerland
$19.4M -$103M -2,508,226 -85%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$19.1M -$8.31M -202,325 -32%
Wells Fargo
30
Wells Fargo
California
$18.9M +$14M +340,905 +400%
GLA
31
Great Lakes Advisors
Illinois
$17.8M +$8.24M +200,463 +99%
Retirement Systems of Alabama
32
Retirement Systems of Alabama
Alabama
$17.3M +$11.3M +274,385 +235%
Franklin Resources
33
Franklin Resources
California
$16.9M -$1.11K -27 -0%
Acadian Asset Management
34
Acadian Asset Management
Massachusetts
$15.7M +$11.3M +273,964 +337%
PPA
35
Parametric Portfolio Associates
Washington
$15.4M -$23K -560 -0.2%
AQR Capital Management
36
AQR Capital Management
Connecticut
$15M -$2.07M -50,505 -13%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$14.7M -$2.63M -64,029 -16%
Bank of America
38
Bank of America
North Carolina
$14.6M +$3.61M +87,838 +36%
Ameriprise
39
Ameriprise
Minnesota
$13.3M -$3.85M -93,596 -24%
Principal Financial Group
40
Principal Financial Group
Iowa
$13.3M +$1.67M +40,761 +16%
Legal & General Group
41
Legal & General Group
United Kingdom
$12.4M -$62.7K -1,527 -0.5%
Morgan Stanley
42
Morgan Stanley
New York
$12.1M -$4.63M -112,620 -29%
N
43
Nuveen
North Carolina
$12M -$593K -14,441 -5%
Renaissance Technologies
44
Renaissance Technologies
New York
$11.8M -$12.6M -306,400 -53%
Bank of Nova Scotia
45
Bank of Nova Scotia
Ontario, Canada
$10.8M +$5.29M +128,749 +112%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$10.3M -$346K -8,427 -3%
Squarepoint
47
Squarepoint
New York
$10.1M +$4.41M +107,246 +88%
JP Morgan Chase
48
JP Morgan Chase
New York
$10.1M +$2.86M +69,730 +44%
AAMU
49
Amundi Asset Management US
Massachusetts
$10M +$5.47M +133,142 +143%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$9.91M +$720K +17,518 +8%

BHF Hedge Fund Activity: Q1 2021 in Review

419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2021, worth a combined $3.15B — up 17% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BHF positions and 55 closed out — a net gain of 10 holders — while 91 added to existing stakes and 148 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $103M.

  • 419 institutional investors held Brighthouse Financial (BHF) as of Q1 2021, up from 415 in Q4 2020.
  • Funds reported $3.15B of Brighthouse Financial stock for Q1 2021, up 17% quarter-over-quarter.
  • 65 funds opened new Brighthouse Financial positions in Q1 2021 and 55 closed out, a net change of +10 holders.
  • The largest Brighthouse Financial buyer in Q1 2021 was Masters Capital Management, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q1 2021 was UBS Group, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2021.