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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$5.9M -$92.5K -2,371 -1%
LSV Asset Management
52
LSV Asset Management
Illinois
$5.81M -$960K -24,599 -11%
AllianceBernstein
53
AllianceBernstein
Tennessee
$5.77M -$535K -13,712 -7%
Asset Management One
54
Asset Management One
Japan
$5.76M +$146K +3,731 +2%
WG
55
Winton Group
United Kingdom
$5.65M +$128K +3,285 +2%
GWI
56
Grace & White Inc
New York
$5.48M +$2.08M +53,300 +42%
ERM
57
Elm Ridge Management
New York
$5.47M -$44.1K -1,130 -0.6%
Principal Financial Group
58
Principal Financial Group
Iowa
$5.43M +$316K +8,092 +5%
AA
59
Ancora Advisors
Ohio
$5.28M -$5.59M -143,163 -52%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$5.27M -$292K -7,491 -4%
Wells Fargo
61
Wells Fargo
California
$5.03M -$1.87M -47,995 -23%
TA
62
Teachers Advisors
New York
$4.96M -$210K -5,391 -3%
SEI Investments
63
SEI Investments
Pennsylvania
$4.89M +$1.2M +30,815 +34%
Teacher Retirement System of Texas
64
Teacher Retirement System of Texas
Texas
$4.88M +$5.76M +147,528 +1,168%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$4.63M -$726K -18,609 -11%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$4.6M -$2.89K -74 -0%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$4.5M -$281K -7,200 -5%
JP Morgan Chase
68
JP Morgan Chase
New York
$4.28M -$4.65M -119,217 -46%
TCIM
69
TIAA CREF Investment Management
New York
$4.13M +$432K +11,068 +9%
ERSOT
70
Employees Retirement System of Texas
Texas
$3.98M
Deutsche Bank
71
Deutsche Bank
Germany
$3.96M -$13.9M -356,401 -73%
M2MC
72
Matthew 25 Management Corp
Pennsylvania
$3.96M +$1.37M +35,000 +37%
PCIG
73
Partners Capital Investment Group
Massachusetts
$3.89M +$2.68M +68,646 +116%
AII
74
AGF Investments Inc
Ontario, Canada
$3.79M -$13.7K -350 -0.3%
Prudential Financial
75
Prudential Financial
New Jersey
$3.69M +$50.7K +1,300 +1%

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.