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Brighthouse Financial

417 hedge funds and large institutions have $2.4B invested in Brighthouse Financial in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% less funds holding

Funds holding: 420417 (-3)

0.89% less ownership

Funds ownership: 79.04%78.15% (-0.89%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $16.6M

23% less capital invested

Capital invested by funds: $3.13B → $2.4B (-$725M)

36% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 146

Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
93
Reduced
146
Closed
51
Calls
$13.2M
Puts
$16.6M
Net Calls
-$3.42M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
201
Crossmark Global Holdings
Texas
$259K -$22.2K -460 -7%
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$258K +$22.7K +470 +8%
MAA
203
Mraz Amerine & Associates
California
$253K +$24.1K +500 +9%
CWA
204
Carolina Wealth Advisors
South Carolina
$249K +$48.6K +1,008 +20%
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$241K -$1.21K -25 -0.4%
IFWM
206
Institute for Wealth Management
Colorado
$239K
MSRPS
207
Maryland State Retirement & Pension System
Maryland
$237K -$50.8K -1,052 -15%
GCP
208
GSA Capital Partners
United Kingdom
$236K +$7.72K +160 +3%
WAM
209
Watershed Asset Management
California
$234K +$25.3K +524 +10%
CMF
210
Counterpoint Mutual Funds
California
$230K +$188K +3,904 +230%
PAMS
211
Pictet Asset Management (Switzerland)
Switzerland
$226K
VPIM
212
Vanguard Personalized Indexing Management
California
$225K +$265K +5,493 New
Balyasny Asset Management
213
Balyasny Asset Management
Illinois
$224K -$17.8M -369,187 -99%
Fidelity Investments
214
Fidelity Investments
Massachusetts
$220K -$8.3K -172 -3%
Franklin Resources
215
Franklin Resources
California
$218K -$8.47M -175,573 -97%
VT
216
Vise Technologies
New York
$218K +$256K +5,312 New
CCM
217
Coldstream Capital Management
Washington
$210K -$1.74K -36 -0.7%
TRCT
218
Tower Research Capital (TRC)
New York
$208K -$218K -4,519 -47%
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$191K +$225K +4,658 New
BWL
220
Bogart Wealth LLC
Virginia
$186K +$8.75M +181,300 +147,398%
CIM
221
Contravisory Investment Management
Massachusetts
$180K +$212K +4,385 New
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$179K -$27.3K -565 -11%
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$168K +$49.2K +1,019 +33%
ACA
224
Atlas Capital Advisors
Wyoming
$168K +$104K +2,151 +111%
Deutsche Bank
225
Deutsche Bank
Germany
$157K +$23.9K +495 +15%

BHF Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2022, worth a combined $2.4B — down 23% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 51 closed out — a net gain of 7 holders — while 93 added to existing stakes and 146 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 417 institutional investors held Brighthouse Financial (BHF) as of Q2 2022, down from 420 in Q1 2022.
  • Funds reported $2.4B of Brighthouse Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q2 2022 and 51 closed out, a net change of +7 holders.
  • The largest Brighthouse Financial buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $25.2M added.
  • The largest Brighthouse Financial seller in Q2 2022 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.