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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
51
Kestrel Investment Management
California
$5.95M -$178K -3,900 -3%
JP Morgan Chase
52
JP Morgan Chase
New York
$5.83M +$928K +20,383 +18%
SEI Investments
53
SEI Investments
Pennsylvania
$5.76M -$7.65K -168 -0.1%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$5.62M -$5.99M -131,516 -50%
N
55
Natixis
France
$5.56M -$10.8M -237,000 -65%
HF
56
HRT Financial
New York
$5.21M -$2.37M -52,030 -30%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$5.02M -$1.56M -34,237 -23%
AIG
58
American International Group
New York
$4.92M -$474K -10,414 -8%
AllianceBernstein
59
AllianceBernstein
Tennessee
$4.86M -$230K -5,062 -4%
SSA
60
Schonfeld Strategic Advisors
New York
$4.66M +$1.25M +27,540 +35%
Hotchkis & Wiley Capital Management
61
Hotchkis & Wiley Capital Management
California
$4.48M +$1.16M +25,570 +33%
Canada Life
62
Canada Life
Manitoba, Canada
$4.43M +$660K +14,493 +17%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$4.37M -$573K -12,580 -11%
QOP
64
Quinn Opportunity Partners
Virginia
$4.25M -$535K -11,753 -11%
LK
65
Lumbard & Kellner
New Hampshire
$4.24M -$6.51K -143 -0.1%
IP
66
Interval Partners
New York
$4.17M -$5.17M -113,651 -54%
Marshall Wace
67
Marshall Wace
United Kingdom
$4.12M +$1.24M +27,210 +40%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$4.03M -$217K -4,767 -5%
Allspring Global Investments
69
Allspring Global Investments
North Carolina
$3.92M +$4.12M +90,410 +4,520,500%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.8M +$1.22M +26,854 +44%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$3.53M
Millennium Management
72
Millennium Management
New York
$3.52M -$3.46M -76,096 -48%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$3.51M -$207K -4,548 -5%
CS
74
Credit Suisse
Switzerland
$3.33M -$50.9K -1,119 -1%
Skandinaviska Enskilda Banken (SEB)
75
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.29M +$933K +20,500 +37%

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.