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Brighthouse Financial

492 hedge funds and large institutions have $3.35B invested in Brighthouse Financial in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 130 increasing their positions, 186 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 91.43%92.7% (+1.3%)

1% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 85

3% less call options, than puts

Call options by funds: $53.9M | Put options by funds: $55.7M

1% less funds holding

Funds holding: 498492 (-6)

30% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 186

31% less capital invested

Capital invested by funds: $4.84B → $3.35B (-$1.5B)

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
492
Holders Change
-6
Holders Change %
-1.2%
% of All Funds
10.96%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
84
Increased
130
Reduced
186
Closed
85
Calls
$53.9M
Puts
$55.7M
Net Calls
-$1.71M
Net Calls Change
+$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$388M +$10.5M +269,690 +2%
BlackRock
2
BlackRock
New York
$309M -$20.9M -535,731 -5%
Dodge & Cox
3
Dodge & Cox
California
$299M +$232M +5,953,679 +155%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$273M -$45.1M -1,154,956 -11%
State Street
5
State Street
Massachusetts
$187M -$3.76M -96,364 -2%
Franklin Resources
6
Franklin Resources
California
$167M +$22.7M +580,928 +12%
Diamond Hill Capital Management
7
Diamond Hill Capital Management
Ohio
$147M -$67.3M -1,723,959 -26%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$126M +$157M +4,035,411 +4,230%
UBS Group
9
UBS Group
Switzerland
$122M +$146M +3,746,993 +1,507%
GC
10
Greenlight Capital
New York
$100M -$323M -8,287,281 -72%
MVP
11
Miller Value Partners
Florida
$62.4M +$7.19M +184,325 +10%
Norges Bank
12
Norges Bank
Norway
$62M -$1.63M -41,876 -2%
Invesco
13
Invesco
Georgia
$61.1M +$18.4M +471,983 +31%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$53.4M +$6.23M +159,787 +10%
Goldman Sachs
15
Goldman Sachs
New York
$49.9M -$24.9M -639,041 -28%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$46.1M +$1.64M +41,945 +3%
Northern Trust
17
Northern Trust
Illinois
$44.8M +$9.38M +240,268 +20%
Jennison Associates
18
Jennison Associates
New York
$44M -$5.97M -153,076 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$35.8M -$2.02M -51,825 -4%
MCM
20
Masters Capital Management
Georgia
$30.5M
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$28.7M +$4.15M +106,333 +13%
SCM
22
Schneider Capital Management
Pennsylvania
$27.3M +$17.8M +457,045 +104%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$25.7M
Charles Schwab
24
Charles Schwab
California
$25.6M +$47.3K +1,212 +0.1%
RP
25
RR Partners
New York
$24.8M -$679K -17,400 -2%

BHF Hedge Fund Activity: Q4 2018 in Review

492 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2018, worth a combined $3.35B — down 31% from $4.84B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of BHF and 84 opened new positions — a net loss of 1 holder — while 186 trimmed existing stakes and 130 added.

The largest buyer was Dodge & Cox, adding an estimated $232M. The largest seller was Greenlight Capital, cutting an estimated $323M.

  • 492 institutional investors held Brighthouse Financial (BHF) as of Q4 2018, down from 498 in Q3 2018.
  • Funds reported $3.35B of Brighthouse Financial stock for Q4 2018, down 31% quarter-over-quarter.
  • 84 funds opened new Brighthouse Financial positions in Q4 2018 and 85 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2018 was Dodge & Cox, an estimated $232M added.
  • The largest Brighthouse Financial seller in Q4 2018 was Greenlight Capital, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2018.