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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$517K +$143K +2,926 +37%
RBI
152
Raiffeisen Bank International
Austria
$488K +$497K +10,163 New
AM
153
AGF Management
Ontario, Canada
$480K
SC
154
Shay Capital
New York
$480K +$489K +10,000 New
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$477K +$13.5K +276 +3%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$445K +$195 +4 +0%
FHB
157
First Hawaiian Bank
Hawaii
$443K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$435K +$62.4K +1,278 +16%
NAAA
159
New Age Alpha Advisors
New York
$430K +$437K +8,952 New
A
160
AlphaQuest
New York
$427K +$219K +4,491 +102%
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$411K +$345K +7,055 +473%
FIM
162
Fruth Investment Management
Texas
$408K -$39.1K -800 -9%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$390K
KAS
164
Kestra Advisory Services
Texas
$387K +$12.8K +261 +3%
Raymond James Financial
165
Raymond James Financial
Florida
$384K +$391K +7,998 New
OF
166
Optimize Financial
California
$380K +$387K +7,911 New
Nomura Holdings
167
Nomura Holdings
Japan
$378K +$385K +7,876 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$367K -$33.9K -694 -8%
VPIM
169
Vanguard Personalized Indexing Management
California
$365K -$1.03K -21 -0.3%
CC
170
Corton Capital
Ontario, Canada
$351K -$153K -3,136 -30%
VOYA Investment Management
171
VOYA Investment Management
Georgia
$351K -$35.9K -735 -9%
X
172
Xponance
Pennsylvania
$330K +$8.84K +181 +3%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$329K +$21.1K +432 +7%
MC
174
Maverick Capital
Texas
$327K +$333K +6,806 New
SOADOR
175
State of Alaska Department of Revenue
Alaska
$325K -$13.9K -285 -4%

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.