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Brighthouse Financial

420 hedge funds and large institutions have $3.13B invested in Brighthouse Financial in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% more ownership

Funds ownership: 77.82%79.04% (+1.2%)

3% less capital invested

Capital invested by funds: $3.21B → $3.13B (-$86M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

3% less funds holding

Funds holding: 431420 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

60% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $35.3M

Holders
420
Holders Change
-11
Holders Change %
-2.55%
% of All Funds
6.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
47
Increased
94
Reduced
145
Closed
52
Calls
$14.1M
Puts
$35.3M
Net Calls
-$21.1M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$19.5M +$68.6K +1,286 +0.3%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$19.4M +$20M +374,658 New
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$19.3M -$211K -3,951 -1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$18.3M +$11.8M +221,561 +168%
PPA
30
Parametric Portfolio Associates
Washington
$17.5M +$1.29M +24,219 +8%
American Century Companies
31
American Century Companies
Missouri
$16.7M +$3.68M +68,951 +27%
JC
32
JBF Capital
Colorado
$14.7M +$1.15M +21,515 +8%
RA
33
Royce & Associates
New York
$14.1M -$5.76M -107,900 -28%
Principal Financial Group
34
Principal Financial Group
Iowa
$13.7M -$350K -6,550 -2%
GLA
35
Great Lakes Advisors
Illinois
$13.4M +$12.8M +239,150 +1,228%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$12M +$498K +9,342 +4%
GWI
37
Grace & White Inc
New York
$11.4M -$10.7K -200 -0.1%
N
38
Nuveen
North Carolina
$11.1M -$179K -3,352 -1%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$10.5M -$478K -8,963 -4%
Bank of America
40
Bank of America
North Carolina
$10.5M +$134K +2,518 +1%
SFI
41
Sonic Fund II
Hawaii
$10.3M +$2.67M +50,000 +33%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$9.79M -$5.06M -94,848 -33%
UBS AM
43
UBS AM
Illinois
$9.77M +$27.1K +508 +0.3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$9.75M +$309K +5,800 +3%
EC
45
EJF Capital
Virginia
$9.68M -$45.3M -849,206 -82%
Franklin Resources
46
Franklin Resources
California
$9.35M -$5.95M -111,507 -38%
Citadel Advisors
47
Citadel Advisors
Florida
$9.24M +$5.51M +103,351 +137%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$9.05M
Legal & General Group
49
Legal & General Group
United Kingdom
$8.88M -$143K -2,681 -2%
Amundi
50
Amundi
France
$8.87M -$2.99M -56,046 -24%

BHF Hedge Fund Activity: Q1 2022 in Review

420 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2022, worth a combined $3.13B — down 2.7% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of BHF and 47 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 94 added.

The largest buyer was Assenagon Asset Management, adding an estimated $43.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $81.8M.

  • 420 institutional investors held Brighthouse Financial (BHF) as of Q1 2022, down from 431 in Q4 2021.
  • Funds reported $3.13B of Brighthouse Financial stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 47 funds opened new Brighthouse Financial positions in Q1 2022 and 52 closed out, a net change of -5 holders.
  • The largest Brighthouse Financial buyer in Q1 2022 was Assenagon Asset Management, an estimated $43.2M added.
  • The largest Brighthouse Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2022.