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Brighthouse Financial

455 hedge funds and large institutions have $3.62B invested in Brighthouse Financial in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 118 increasing their positions, 163 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

5% less capital invested

Capital invested by funds: $3.8B → $3.62B (-$179M)

4.52% less ownership

Funds ownership: 89.84%85.32% (-4.5%)

11% less funds holding

Funds holding: 509455 (-54)

28% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 163

45% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 98

51% less call options, than puts

Call options by funds: $32.4M | Put options by funds: $66.5M

Holders
455
Holders Change
-54
Holders Change %
-10.61%
% of All Funds
9.88%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
54
Increased
118
Reduced
163
Closed
98
Calls
$32.4M
Puts
$66.5M
Net Calls
-$34.1M
Net Calls Change
-$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M +$93.2M +2,412,741 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$398M -$71.9M -1,859,877 -15%
Dodge & Cox
3
Dodge & Cox
California
$364M +$168K +4,359 +0%
State Street
4
State Street
Massachusetts
$190M -$37.9M -981,871 -16%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$174M -$47.1M -1,220,061 -20%
UBS Group
6
UBS Group
Switzerland
$151M +$20.5K +530 +0%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$133M +$97.9M +2,533,928 +234%
GC
8
Greenlight Capital
New York
$121M
Franklin Resources
9
Franklin Resources
California
$114M -$92.4M -2,390,575 -43%
MVP
10
Miller Value Partners
Florida
$84.1M +$189K +4,900 +0.2%
Goldman Sachs
11
Goldman Sachs
New York
$78.2M +$9.93M +257,158 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$58.5M +$16.9M +436,557 +38%
Norges Bank
13
Norges Bank
Norway
$55.6M -$7.56M -195,631 -11%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$52.9M -$45.3M -1,173,544 -45%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$50.9M -$17.4M -450,334 -25%
Northern Trust
16
Northern Trust
Illinois
$48.9M -$4.08M -105,624 -7%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$47.2M +$1.66M +42,981 +3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$43.2M +$45.1M +1,167,764 +3,835%
Jennison Associates
19
Jennison Associates
New York
$42.6M -$10.3M -265,775 -19%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$33M +$1.07M +27,817 +3%
Charles Schwab
21
Charles Schwab
California
$32.6M -$6.2M -160,484 -15%
SCM
22
Schneider Capital Management
Pennsylvania
$31.6M -$1.39M -35,900 -4%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$31M
RP
24
RR Partners
New York
$29M -$197K -5,100 -0.6%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$27.6M +$5.13M +132,844 +21%

BHF Hedge Fund Activity: Q2 2019 in Review

455 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2019, worth a combined $3.62B — down 4.7% from $3.8B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of BHF and 54 opened new positions — a net loss of 44 holders — while 163 trimmed existing stakes and 118 added.

The largest buyer was Royal Bank of Canada, adding an estimated $97.9M. The largest seller was Franklin Resources, cutting an estimated $92.4M.

  • 455 institutional investors held Brighthouse Financial (BHF) as of Q2 2019, down from 509 in Q1 2019.
  • Funds reported $3.62B of Brighthouse Financial stock for Q2 2019, down 4.7% quarter-over-quarter.
  • 54 funds opened new Brighthouse Financial positions in Q2 2019 and 98 closed out, a net change of -44 holders.
  • The largest Brighthouse Financial buyer in Q2 2019 was Royal Bank of Canada, an estimated $97.9M added.
  • The largest Brighthouse Financial seller in Q2 2019 was Franklin Resources, an estimated $92.4M sold.

Based on aggregated 13F filings for Q2 2019.