Brighthouse Financial
533 hedge funds and large institutions have $5.41B invested in Brighthouse Financial in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 138 increasing their positions, 209 reducing their positions, and 100 closing their positions.
16% more call options, than puts
Call options by funds: $41M | Put options by funds: $35.3M
3.13% more ownership
Funds ownership: 84.7% → 87.83% (+3.1%)
7% less funds holding
Funds holding: 574 → 533 (-41)
9% less capital invested
Capital invested by funds: $5.97B → $5.41B (-$563M)
34% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 209
35% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 100
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$108M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$43M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$42.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.7M |
| 5 |
Goldman Sachs
New York
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$51M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$26.2M |
| 3 |
SC
Sessa Capital
New York
|
-$15.9M |
| 4 |
SCM
Sanoor Capital Management
Greenwich,
Connecticut
|
-$15.8M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$12.4M |
BHF Hedge Fund Activity: Q1 2018 in Review
533 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2018, worth a combined $5.41B — down 9.4% from $5.97B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of BHF and 65 opened new positions — a net loss of 35 holders — while 209 trimmed existing stakes and 138 added.
The largest buyer was JP Morgan Chase, adding an estimated $108M. The largest seller was Franklin Resources, cutting an estimated $51M.
- 533 institutional investors held Brighthouse Financial (BHF) as of Q1 2018, down from 574 in Q4 2017.
- Funds reported $5.41B of Brighthouse Financial stock for Q1 2018, down 9.4% quarter-over-quarter.
- 65 funds opened new Brighthouse Financial positions in Q1 2018 and 100 closed out, a net change of -35 holders.
- The largest Brighthouse Financial buyer in Q1 2018 was JP Morgan Chase, an estimated $108M added.
- The largest Brighthouse Financial seller in Q1 2018 was Franklin Resources, an estimated $51M sold.
Based on aggregated 13F filings for Q1 2018.