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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$275K +$280K +5,358 New
Fidelity Investments
202
Fidelity Investments
Massachusetts
$267K -$38K -727 -12%
Mercer Global Advisors
203
Mercer Global Advisors
Colorado
$265K +$270K +5,170 New
CGH
204
Crossmark Global Holdings
Texas
$264K -$48.2K -922 -15%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$263K +$269K +5,136 New
ACA
206
Atlas Capital Advisors
Wyoming
$259K -$13.2K -253 -5%
RJA
207
Raymond James & Associates
Florida
$239K -$2.46K -47 -1%
VCM
208
Violich Capital Management
California
$230K +$234K +4,485 New
HSBC Holdings
209
HSBC Holdings
United Kingdom
$226K +$231K +4,418 New
MM
210
MQS Management
New York
$224K +$228K +4,362 New
PCMC
211
Paragon Capital Management (Colorado)
Colorado
$223K +$227K +4,340 New
TSS
212
Two Sigma Securities
New York
$220K -$64.8K -1,240 -22%
MIH
213
Meitav Investment House
Israel
$219K +$222K +4,240 New
S
214
SignatureFD
Georgia
$215K +$44K +841 +25%
PFO
215
Pathstone Family Office
New Jersey
$211K -$50K -956 -19%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$210K -$18.2K -349 -8%
FTDI
217
First Trust Direct Indexing
Massachusetts
$209K +$213K +4,076 New
Deutsche Bank
218
Deutsche Bank
Germany
$202K +$159K +3,048 +339%
LS
219
Livforsakringsbolaget Skandia
Sweden
$194K
BWL
220
Bogart Wealth LLC
Virginia
$190K +$49.9K +954 +0.5%
Dimensional Fund Advisors
221
Dimensional Fund Advisors
Texas
$189K +$10.8M +206,014 +6%
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$179K -$78.4K -1,500 -30%
GT
223
Glenmede Trust
Pennsylvania
$141K +$143K +2,743 New
GTCM
224
Gyon Technologies Capital Management
New Jersey
$134K +$137K +2,615 New
DFCM
225
Dark Forest Capital Management
Puerto Rico
$133K +$131K +2,510 +3,260%

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.