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Brighthouse Financial

537 hedge funds and large institutions have $4.27B invested in Brighthouse Financial in 2018 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 154 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 154

13% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 70

1.48% more ownership

Funds ownership: 87.83%89.31% (+1.5%)

9% more call options, than puts

Call options by funds: $54.1M | Put options by funds: $49.5M

1% more funds holding

Funds holding: 533537 (+4)

21% less capital invested

Capital invested by funds: $5.41B → $4.27B (-$1.13B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
537
Holders Change
+4
Holders Change %
+0.75%
% of All Funds
12.29%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
79
Increased
190
Reduced
154
Closed
70
Calls
$54.1M
Puts
$49.5M
Net Calls
+$4.64M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$488M +$120M +2,501,787 +26%
GC
2
Greenlight Capital
New York
$464M +$26M +540,000 +5%
BlackRock
3
BlackRock
New York
$412M +$166M +3,449,152 +50%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$405M +$92.2M +1,916,728 +23%
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$244M +$116M +2,410,786 +65%
State Street
6
State Street
Massachusetts
$218M +$42.1M +874,676 +19%
Franklin Resources
7
Franklin Resources
California
$152M +$181M +3,763,728 +16,807%
Dodge & Cox
8
Dodge & Cox
California
$131M +$963K +20,020 +0.6%
Goldman Sachs
9
Goldman Sachs
New York
$107M +$75.6M +1,571,532 +144%
Jennison Associates
10
Jennison Associates
New York
$84.2M +$43.8M +911,369 +77%
Norges Bank
11
Norges Bank
Norway
$79.7M +$28.9M +600,000 +43%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$62.1M +$23.5M +489,456 +46%
Invesco
13
Invesco
Georgia
$53.4M +$44.7M +929,511 +231%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$51.9M +$5.73M +119,189 +10%
EC
15
EJF Capital
Virginia
$50.6M +$37.2M +772,500 +158%
Northern Trust
16
Northern Trust
Illinois
$48M +$9.6M +199,652 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.7M +$7.79M +162,048 +16%
RP
18
RR Partners
New York
$44.3M -$596K -12,400 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$43.1M -$58.2M -1,209,387 -53%
MCM
20
Masters Capital Management
Georgia
$42.3M +$23.5M +488,975 +86%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$42M -$14.9M -310,282 -23%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$34.9M +$2.89M +60,068 +7%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$33.8M +$4.81M +100,000 +13%
MVP
24
Miller Value Partners
Florida
$33.3M +$40M +830,612 New
Charles Schwab
25
Charles Schwab
California
$32.2M +$15.5M +323,167 +67%

BHF Hedge Fund Activity: Q2 2018 in Review

537 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2018, worth a combined $4.27B — down 21% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new BHF positions and 70 closed out — a net gain of 9 holders — while 190 added to existing stakes and 154 trimmed.

The largest buyer was Franklin Resources, adding an estimated $181M. The largest seller was Metropolitan Life Insurance Company (MetLife), exiting entirely with an estimated $1.19B sold.

  • 537 institutional investors held Brighthouse Financial (BHF) as of Q2 2018, up from 533 in Q1 2018.
  • Funds reported $4.27B of Brighthouse Financial stock for Q2 2018, down 21% quarter-over-quarter.
  • 79 funds opened new Brighthouse Financial positions in Q2 2018 and 70 closed out, a net change of +9 holders.
  • The largest Brighthouse Financial buyer in Q2 2018 was Franklin Resources, an estimated $181M added.
  • The largest Brighthouse Financial seller in Q2 2018 was Metropolitan Life Insurance Company (MetLife), an estimated $1.19B sold.

Based on aggregated 13F filings for Q2 2018.