Brighthouse Financial
402 hedge funds and large institutions have $2.1B invested in Brighthouse Financial in 2020 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 103 increasing their positions, 136 reducing their positions, and 112 closing their positions.
10% less call options, than puts
Call options by funds: $26.9M | Put options by funds: $29.9M
4.13% less ownership
Funds ownership: 86.62% → 82.49% (-4.1%)
13% less funds holding
Funds holding: 462 → 402 (-60)
24% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 136
43% less capital invested
Capital invested by funds: $3.66B → $2.1B (-$1.56B)
49% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 112
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Lomas Capital Management
New York
|
+$58.7M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$52.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$21.6M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$63.9M |
| 2 |
Goldman Sachs
New York
|
-$24.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$21.2M |
| 4 |
AssetMark Inc
Concord,
California
|
-$17.6M |
| 5 |
MSL
Mackay Shields LLC
New York
|
-$16.8M |
BHF Hedge Fund Activity: Q1 2020 in Review
402 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2020, worth a combined $2.1B — down 43% from $3.66B a quarter earlier.
Sellers outnumbered buyers: 112 funds closed out of BHF and 57 opened new positions — a net loss of 55 holders — while 136 trimmed existing stakes and 103 added.
The largest buyer was Lomas Capital Management, opening a new position worth an estimated $58.7M. The largest seller was Franklin Resources, cutting an estimated $63.9M.
- 402 institutional investors held Brighthouse Financial (BHF) as of Q1 2020, down from 462 in Q4 2019.
- Funds reported $2.1B of Brighthouse Financial stock for Q1 2020, down 43% quarter-over-quarter.
- 57 funds opened new Brighthouse Financial positions in Q1 2020 and 112 closed out, a net change of -55 holders.
- The largest Brighthouse Financial buyer in Q1 2020 was Lomas Capital Management, an estimated $58.7M added.
- The largest Brighthouse Financial seller in Q1 2020 was Franklin Resources, an estimated $63.9M sold.
Based on aggregated 13F filings for Q1 2020.