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Brighthouse Financial

428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.68M

10% more capital invested

Capital invested by funds: $2.43B → $2.67B (+$238M)

4% more funds holding

Funds holding: 413428 (+15)

3.27% more ownership

Funds ownership: 78.03%81.3% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

Holders
428
Holders Change
+15
Holders Change %
+3.63%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
72
Increased
94
Reduced
143
Closed
50
Calls
$8.72M
Puts
$6.68M
Net Calls
+$2.04M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$6.85M +$45K +860 +0.6%
KIM
52
Kestrel Investment Management
California
$6.59M -$450K -8,600 -6%
JP Morgan Chase
53
JP Morgan Chase
New York
$6.42M -$467K -8,925 -7%
Axa
54
Axa
France
$6.4M +$6.53M +124,900 New
RA
55
Royce & Associates
New York
$6.32M -$3.01M -57,566 -32%
Skandinaviska Enskilda Banken (SEB)
56
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.03M +$2.19M +41,800 +55%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$5.91M +$2.49M +47,547 +70%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$5.79M +$1.18M +22,580 +25%
AllianceBernstein
59
AllianceBernstein
Tennessee
$5.58M -$152K -2,901 -3%
AIG
60
American International Group
New York
$5.52M -$296K -5,665 -5%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$5.52M -$7.04M -134,651 -56%
Canada Life
62
Canada Life
Manitoba, Canada
$5.32M +$58.9K +1,127 +1%
Hotchkis & Wiley Capital Management
63
Hotchkis & Wiley Capital Management
California
$5.24M -$52.8K -1,010 -1%
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$4.67M -$1.28M -24,407 -21%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$4.62M -$142K -2,717 -3%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$4.34M -$840K -16,060 -16%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$4.28M +$506K +9,676 +13%
Two Sigma Investments
68
Two Sigma Investments
New York
$4.25M -$2.98M -56,962 -41%
TC
69
TwinBeech Capital
New York
$4.21M +$4.29M +82,134 New
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$4.15M
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$4.14M -$3.87K -74 -0.1%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$3.81M -$837 -16 -0%
LK
73
Lumbard & Kellner
New Hampshire
$3.49M -$1.54M -29,499 -30%
WBC
74
Westpac Banking Corp
Australia
$3.47M -$339K -6,491 -9%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$3.46M -$9.72K -186 -0.3%

BHF Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
  • Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
  • The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
  • The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.