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Brighthouse Financial

509 hedge funds and large institutions have $3.8B invested in Brighthouse Financial in 2019 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 128 increasing their positions, 174 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $90.3M | Put options by funds: $63.2M

41% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 61

14% more capital invested

Capital invested by funds: $3.35B → $3.8B (+$457M)

3% more funds holding

Funds holding: 492509 (+17)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 92.7%89.84% (-2.9%)

26% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 174

Holders
509
Holders Change
+17
Holders Change %
+3.46%
% of All Funds
11.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
86
Increased
128
Reduced
174
Closed
61
Calls
$90.3M
Puts
$63.2M
Net Calls
+$27.1M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$461M -$233K -6,228 -0%
Dodge & Cox
2
Dodge & Cox
California
$359M +$3.67M +97,892 +1%
BlackRock
3
BlackRock
New York
$341M -$27.7M -738,740 -7%
State Street
4
State Street
Massachusetts
$224M +$600K +16,029 +0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$216M -$112M -3,003,062 -33%
Franklin Resources
6
Franklin Resources
California
$200M +$1.21M +32,324 +0.6%
UBS Group
7
UBS Group
Switzerland
$149M +$4.05M +108,222 +3%
GC
8
Greenlight Capital
New York
$119M
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$94.9M -$82.7M -2,207,739 -46%
MVP
10
Miller Value Partners
Florida
$83M +$8.91M +237,823 +12%
Invesco
11
Invesco
Georgia
$71.7M -$1.14M -30,507 -2%
Goldman Sachs
12
Goldman Sachs
New York
$68M +$8.86M +236,609 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$66.6M +$3.08M +82,336 +5%
Norges Bank
14
Norges Bank
Norway
$62.1M -$12.1M -322,781 -16%
Northern Trust
15
Northern Trust
Illinois
$52.2M -$1.2M -31,988 -2%
Jennison Associates
16
Jennison Associates
New York
$51.8M -$599K -15,993 -1%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$45.1M -$10.1M -268,548 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$42M -$688K -18,376 -2%
Millennium Management
19
Millennium Management
New York
$41.9M +$42.6M +1,137,189 +7,043%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$39.3M -$114M -3,048,766 -74%
Caisse de Depot et Placement du Quebec (CDPQ)
21
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$39M +$37.2M +993,700 +1,229%
Charles Schwab
22
Charles Schwab
California
$38.1M +$7.86M +209,831 +25%
SCM
23
Schneider Capital Management
Pennsylvania
$32.6M +$107K +2,860 +0.3%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$31.6M -$2.64M -70,556 -7%
ClearBridge Investments
25
ClearBridge Investments
New York
$31.3M +$4.82M +128,543 +18%

BHF Hedge Fund Activity: Q1 2019 in Review

509 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2019, worth a combined $3.8B — up 14% from $3.35B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new BHF positions and 61 closed out — a net gain of 25 holders — while 128 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $42.6M. The largest seller was Royal Bank of Canada, cutting an estimated $114M.

  • 509 institutional investors held Brighthouse Financial (BHF) as of Q1 2019, up from 492 in Q4 2018.
  • Funds reported $3.8B of Brighthouse Financial stock for Q1 2019, up 14% quarter-over-quarter.
  • 86 funds opened new Brighthouse Financial positions in Q1 2019 and 61 closed out, a net change of +25 holders.
  • The largest Brighthouse Financial buyer in Q1 2019 was Millennium Management, an estimated $42.6M added.
  • The largest Brighthouse Financial seller in Q1 2019 was Royal Bank of Canada, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2019.