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Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
176
CSS LLC
Illinois
$369K
GAM
177
Gotham Asset Management
New York
$368K -$104K -2,261 -21%
Citigroup
178
Citigroup
New York
$367K +$266K +5,776 +215%
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$361K -$55.2K -1,196 -13%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$352K -$1.84K -40 -0.5%
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$348K +$371K +8,039 New
PTC
182
Petrus Trust Company
Texas
$343K +$365K +7,916 New
PAS
183
Point72 Asia (Singapore)
Singapore
$336K +$294K +6,377 +462%
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
$332K -$62.6K -1,357 -15%
Truist Financial
185
Truist Financial
North Carolina
$328K +$58.2K +1,262 +20%
Allianz Asset Management
186
Allianz Asset Management
Germany
$328K +$349K +7,576 New
OTL
187
Oak Thistle LLC
New York
$327K +$348K +7,551 New
Creative Planning
188
Creative Planning
Kansas
$322K -$75.4K -1,635 -18%
JF
189
Jump Financial
Illinois
$316K -$568K -12,323 -63%
CIM
190
Cambria Investment Management
California
$315K +$90.4K +1,959 +37%
CI Investments Inc
191
CI Investments Inc
Ontario, Canada
$303K +$323K +7,000 New
BFM
192
Boothbay Fund Management
New York
$303K +$322K +6,987 New
SOADOR
193
State of Alaska Department of Revenue
Alaska
$300K
P
194
&Partners
Tennessee
$297K -$59.4K -1,288 -16%
X
195
Xponance
Pennsylvania
$293K -$64.3K -1,394 -17%
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$291K -$390K -8,445 -56%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$276K -$18.9K -410 -6%
DM
198
Deerfield Management
New York
$270K -$60K -1,301 -17%
NSEDCP
199
NJ State Employees Deferred Compensation Plan
New Jersey
$260K -$95.4K -2,069 -26%
State of Wisconsin Investment Board
200
State of Wisconsin Investment Board
Wisconsin
$258K +$37.2K +807 +16%

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.