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Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$11.6M +$1.01M +21,917 +9%
Point72 Asset Management
27
Point72 Asset Management
Connecticut
$10.7M +$6.65M +144,102 +140%
Goldman Sachs
28
Goldman Sachs
New York
$9.51M -$264K -5,724 -3%
Principal Financial Group
29
Principal Financial Group
Iowa
$8.96M -$1.62M -35,214 -15%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$8.95M +$1.76M +38,150 +23%
JFG
31
Jefferies Financial Group
New York
$8.82M +$5.77M +125,029 +159%
AG
32
Algert Global
California
$8.82M +$313K +6,775 +3%
UBS AM
33
UBS AM
Illinois
$8.78M +$4.37M +94,781 +88%
GWI
34
Grace & White Inc
New York
$8.68M
Invesco
35
Invesco
Georgia
$8.34M -$2.97M -64,448 -25%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$8.33M -$1.56M -33,865 -15%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$8.2M +$3.51M +76,025 +67%
LSV Asset Management
38
LSV Asset Management
Illinois
$8.04M -$1.06M -23,078 -11%
JP Morgan Chase
39
JP Morgan Chase
New York
$7.97M +$2.63M +57,086 +45%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$7.57M -$381K -8,254 -5%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$7.54M -$435K -9,434 -5%
AQR Capital Management
42
AQR Capital Management
Connecticut
$7.5M +$834K +18,082 +12%
Deutsche Bank
43
Deutsche Bank
Germany
$7.23M +$1.84M +39,972 +32%
AU
44
Algebris (UK)
United Kingdom
$7.09M +$1.39M +30,062 +21%
GLA
45
Great Lakes Advisors
Illinois
$6.85M +$7.08M +153,581 +3,362%
Squarepoint
46
Squarepoint
New York
$6.81M +$5.9M +127,969 +438%
Amundi
47
Amundi
France
$6.79M -$103K -2,230 -1%
EP
48
Edgestream Partners
New Jersey
$6.67M +$799K +17,329 +13%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$6.62M -$8.45M -183,298 -55%
LIP
50
Lighthouse Investment Partners
Florida
$5.88M +$4.21M +91,175 +205%

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.