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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$16.5M -$9.24M -202,952 -35%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$16.5M -$550K -12,086 -3%
Victory Capital Management
28
Victory Capital Management
Texas
$14.6M -$177K -3,883 -1%
Amundi
29
Amundi
France
$12.7M +$4.01M +88,100 +50%
JC
30
JBF Capital
Colorado
$12.3M
Principal Financial Group
31
Principal Financial Group
Iowa
$12.2M -$675K -14,836 -5%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$12M +$6.32M +138,759 +101%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$11.9M -$7.71M -169,270 -38%
MSE
34
MUFG Securities EMEA
United Kingdom
$11.3M +$11.8M +260,000 New
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$10.5M -$2.96M -65,053 -21%
GWI
36
Grace & White Inc
New York
$9.54M -$9.11K -200 -0.1%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$9.17M -$425K -9,342 -4%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.89M -$141K -3,088 -1%
SFI
39
Sonic Fund II
Hawaii
$8.68M
RA
40
Royce & Associates
New York
$7.86M -$1.77M -38,823 -18%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$7.8M +$546K +11,998 +7%
Swiss National Bank
42
Swiss National Bank
Switzerland
$7.71M -$132K -2,900 -2%
N
43
Nuveen
North Carolina
$7.71M -$1.01M -22,219 -11%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.18M -$511K -11,235 -6%
UBS AM
45
UBS AM
Illinois
$6.88M -$1.92M -42,088 -21%
Man Group
46
Man Group
United Kingdom
$6.77M +$7.1M +155,944 New
Ameriprise
47
Ameriprise
Minnesota
$6.75M +$725K +15,925 +11%
Bank of America
48
Bank of America
North Carolina
$6.25M -$1.66M -36,373 -20%
LSV Asset Management
49
LSV Asset Management
Illinois
$6.16M +$5.33M +117,118 +473%
Two Sigma Investments
50
Two Sigma Investments
New York
$6.07M +$4.16M +91,393 +189%

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.