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Brighthouse Financial

405 hedge funds and large institutions have $2.55B invested in Brighthouse Financial in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 139 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $5.89M | Put options by funds: $3.1M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

2% more capital invested

Capital invested by funds: $2.5B → $2.55B (+$56.7M)

0.15% less ownership

Funds ownership: 79.32%79.18% (-0.15%)

1% less funds holding

Funds holding: 410405 (-5)

32% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 139

Holders
405
Holders Change
-5
Holders Change %
-1.22%
% of All Funds
6.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
94
Reduced
139
Closed
37
Calls
$5.89M
Puts
$3.1M
Net Calls
+$2.79M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$15M -$199K -4,000 -1%
First Trust Advisors
27
First Trust Advisors
Illinois
$13.4M +$13.2M +265,014 +2,816%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$12.6M -$3.94M -79,253 -24%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$12.6M -$79.2K -1,594 -0.6%
RA
30
Royce & Associates
New York
$12.6M -$251K -5,048 -2%
Goldman Sachs
31
Goldman Sachs
New York
$11.9M -$1.99M -40,123 -14%
Principal Financial Group
32
Principal Financial Group
Iowa
$11.9M -$460K -9,265 -4%
Amundi
33
Amundi
France
$11.7M +$1.79M +36,072 +17%
LSV Asset Management
34
LSV Asset Management
Illinois
$10.6M -$34.8K -700 -0.3%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$9.94M -$76.5K -1,540 -0.8%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$9.89M -$288K -5,799 -3%
GWI
37
Grace & White Inc
New York
$9.8M -$59.6K -1,200 -0.6%
AG
38
Algert Global
California
$9.39M +$251K +5,047 +3%
Two Sigma Investments
39
Two Sigma Investments
New York
$9.29M -$1.38M -27,775 -13%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$9.05M +$3.98M +80,084 +76%
Citadel Advisors
41
Citadel Advisors
Florida
$8.12M +$275K +5,529 +3%
SGL
42
Sonic GP LLC
Hawaii
$7.83M -$1.99M -40,000 -20%
N
43
Nuveen
North Carolina
$7.35M +$508K +10,232 +7%
Swiss National Bank
44
Swiss National Bank
Switzerland
$7.19M -$19.9K -400 -0.3%
Legal & General Group
45
Legal & General Group
United Kingdom
$7.05M -$272K -5,473 -4%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$6.77M +$87.7K +1,766 +1%
SEI Investments
47
SEI Investments
Pennsylvania
$6.53M -$94.1K -1,893 -1%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$6.25M +$6.46M +129,994 +56,519%
CS
49
Credit Suisse
Switzerland
$6.16M -$30.1K -606 -0.5%
Bank of America
50
Bank of America
North Carolina
$6.11M -$4.17M -83,939 -40%

BHF Hedge Fund Activity: Q3 2023 in Review

405 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2023, worth a combined $2.55B — up 2.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new BHF positions and 37 closed out — a net gain of 3 holders — while 94 added to existing stakes and 139 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $23.6M. The largest seller was Man Group, exiting entirely with an estimated $26.2M sold.

  • 405 institutional investors held Brighthouse Financial (BHF) as of Q3 2023, down from 410 in Q2 2023.
  • Funds reported $2.55B of Brighthouse Financial stock for Q3 2023, up 2.3% quarter-over-quarter.
  • 40 funds opened new Brighthouse Financial positions in Q3 2023 and 37 closed out, a net change of +3 holders.
  • The largest Brighthouse Financial buyer in Q3 2023 was Royal Bank of Canada, an estimated $23.6M added.
  • The largest Brighthouse Financial seller in Q3 2023 was Man Group, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2023.