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Brighthouse Financial
BHF

537 hedge funds and large institutions have $4.27B invested in Brighthouse Financial in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 70

1.48% more ownership

Funds ownership: 87.83% → 89.31% (+1.5%)

9% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $49.5M

1% more funds holding

Funds holding: 533 → 537 (+4)

21% less capital invested

Capital invested by funds: $5.41B → $4.27B (-$1.13B)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
537
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
12.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
79
Increased
190
Reduced
154
Closed
70
Calls
$54.1M
Puts
$49.5M
Net Calls
+$4.64M
Net Calls Change
-$1.1M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$181M
2
BlackRock
BlackRock
New York
+$166M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$116M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$92.2M

Top Sellers

Rank Fund Capital Flow
1
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
-$1.19B
2
JP Morgan Chase
JP Morgan Chase
New York
-$58.2M
3
GC
Guggenheim Capital
Illinois
-$36.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.9M
5
SC
Sessa Capital
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Highlander Capital Management
New Jersey
– -$2K -34 Closed
PS
552
Portfolio Strategies
New York
– -$1K -24 Closed
BWA
553
Burt Wealth Advisors
Maryland
– -$1K -20 Closed
RFM
554
Royal Fund Management
Florida
– -$914 -19 -58%
TC
555
Trust Company
Kansas
– -$1K -18 Closed
MCWS
556
McKinley Carter Wealth Services
West Virginia
– -$1K -17 Closed
FCAG
557
First Capital Advisors Group
New Jersey
– -$1K -16 Closed
CS
558
Credential Securities
– -$770 -15 Closed
RWP
559
RWA Wealth Partners
Massachusetts
– -$1K -13 Closed
AF
560
Advisornet Financial
Minnesota
– -$529 -11 -55%
OFW
561
Omnia Family Wealth
Florida
– -$241 -5 -50%
PMFA
562
Plante Moran Financial Advisors
Michigan
– -$144 -3 -43%
JAM
563
Jolley Asset Management
North Carolina
– -$48 -1 -25%
BAMG
564
Brand Asset Management Group
Missouri
– +$96 +2 New
CFG
565
Citizens Financial Group
Rhode Island
– +$96 +2 New
PGWM
566
Parisi Gray Wealth Management
New Jersey
– +$96 +2 New
POIA
567
Pin Oak Investment Advisors
Texas
– +$96 +2 New
APSP
568
Asset Planning Services (Pennsylvania)
Pennsylvania
– +$144 +3 +50%
PCFFS
569
Pacific Center for Financial Services
California
– +$144 +3 +100%
KJWM
570
Kiley Juergens Wealth Management
Washington
– +$192 +4 New
CAPTRUST Financial Advisors
571
CAPTRUST Financial Advisors
North Carolina
– +$289 +6 New
PW
572
Price Wealth
Texas
– +$289 +6 +100%
AWM
573
Avior Wealth Management
Nebraska
– +$385 +8 +800%
ST
574
Somerset Trust
Pennsylvania
– +$385 +8 New
WA
575
WP Advisors
California
– +$577 +12 New
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BHF Hedge Fund Activity: Q2 2018 in Review

537 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2018, worth a combined $4.27B — down 21% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BHF positions and 70 closed out — a net gain of 9 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Franklin Resources, adding an estimated $181M. The largest seller was Metropolitan Life Insurance Company (MetLife), exiting entirely with an estimated $1.19B sold.

  • 537 institutional investors held Brighthouse Financial (BHF) as of Q2 2018, up from 533 in Q1 2018.
  • Funds reported $4.27B of Brighthouse Financial stock for Q2 2018, down 21% quarter-over-quarter.
  • 79 funds opened new Brighthouse Financial positions in Q2 2018 and 70 closed out, a net change of +9 holders.
  • The largest Brighthouse Financial buyer in Q2 2018 was Franklin Resources, an estimated $181M added.
  • The largest Brighthouse Financial seller in Q2 2018 was Metropolitan Life Insurance Company (MetLife), an estimated $1.19B sold.

Based on aggregated 13F filings for Q2 2018.