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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
PTC
151
Philadelphia Trust Company
Pennsylvania
$815K -$712K -18,252 -41%
WorldQuant Millennium Advisors
152
WorldQuant Millennium Advisors
New York
$789K +$196K +5,020 +24%
CSS
153
Cubist Systematic Strategies
Connecticut
$788K +$1.01M +25,838 New
QT
154
Quantbot Technologies
New York
$779K +$998K +25,581 New
PVWM
155
Point View Wealth Management
New Jersey
$765K +$432K +11,079 +79%
KOCAA
156
Knights of Columbus Asset Advisors
Connecticut
$764K -$81.9K -2,100 -8%
Wealthfront Advisers
157
Wealthfront Advisers
California
$763K +$977K +25,038 New
ACI
158
AMP Capital Investors
Australia
$757K +$52.7K +1,350 +6%
ASRS
159
Arizona State Retirement System
Arizona
$743K -$208K -5,321 -18%
AB
160
Amalgamated Bank
New York
$733K -$4.53K -116 -0.5%
SB
161
Suntrust Banks
Georgia
$731K +$937K +24,005 New
TPSF
162
Texas Permanent School Fund
Texas
$727K -$118K -3,035 -11%
AA
163
ALPS Advisors
Colorado
$720K -$15K -384 -2%
DI
164
Diligent Investors
California
$707K -$39K -1,000 -4%
Bank of Nova Scotia
165
Bank of Nova Scotia
Ontario, Canada
$681K +$46.5K +1,192 +6%
Stifel Financial
166
Stifel Financial
Missouri
$679K -$274K -7,012 -23%
URS
167
Utah Retirement Systems
Utah
$678K
FIM
168
Fruth Investment Management
Texas
$665K -$54.6K -1,400 -6%
BUB
169
BBVA USA Bancshares
Texas
$656K -$467K -11,974 -36%
Rafferty Asset Management
170
Rafferty Asset Management
New York
$636K -$289K -7,410 -26%
AAIM
171
American Assets Investment Management
California
$610K +$552K +14,155 +242%
GIBU
172
Gulf International Bank (UK)
United Kingdom
$598K -$225K -5,772 -23%
ST
173
Sentinel Trust
Texas
$578K -$1.96M -50,271 -73%
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
$574K +$663K +16,991 +920%
Nomura Asset Management
175
Nomura Asset Management
Japan
$563K

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.