We are live on ! Find out more
BHF icon

Brighthouse Financial

437 hedge funds and large institutions have $3.81B invested in Brighthouse Financial in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 113 increasing their positions, 161 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $3.62B → $3.81B (+$190M)

0.73% less ownership

Funds ownership: 85.32%84.59% (-0.73%)

4% less funds holding

Funds holding: 455437 (-18)

24% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 66

30% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 161

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less call options, than puts

Call options by funds: $36.9M | Put options by funds: $85.6M

Holders
437
Holders Change
-18
Holders Change %
-3.96%
% of All Funds
9.58%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
50
Increased
113
Reduced
161
Closed
66
Calls
$36.9M
Puts
$85.6M
Net Calls
-$48.6M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$472M -$5.81M -156,122 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M -$14.4M -386,317 -4%
Dodge & Cox
3
Dodge & Cox
California
$408M +$6.31M +169,431 +2%
State Street
4
State Street
Massachusetts
$188M -$20.2M -543,217 -10%
UBS Group
5
UBS Group
Switzerland
$158M -$7.33M -196,746 -5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$151M -$37.5M -1,007,744 -21%
GC
7
Greenlight Capital
New York
$145M +$10.5M +281,281 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$112M -$31.5M -847,093 -23%
Franklin Resources
9
Franklin Resources
California
$101M -$23M -618,563 -20%
MVP
10
Miller Value Partners
Florida
$92.6M -$131K -3,505 -0.2%
Goldman Sachs
11
Goldman Sachs
New York
$71.4M -$13.7M -366,676 -17%
AQR Capital Management
12
AQR Capital Management
Connecticut
$69.3M +$19.1M +513,119 +43%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$59.6M +$41M +1,100,706 +296%
Norges Bank
14
Norges Bank
Norway
$58.8M -$2.34M -62,857 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$53.7M -$2.2M -59,033 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$52M -$11.5M -309,055 -19%
Northern Trust
17
Northern Trust
Illinois
$51M -$2.77M -74,388 -6%
Charles Schwab
18
Charles Schwab
California
$45.5M +$8.76M +235,166 +26%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$44M -$13.2M -354,256 -25%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$36.7M +$293K +7,873 +0.9%
Jennison Associates
21
Jennison Associates
New York
$35.5M -$10.6M -283,955 -24%
SCM
22
Schneider Capital Management
Pennsylvania
$32.2M -$2.53M -67,980 -8%
RP
23
RR Partners
New York
$32M
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$29.4M -$975K -26,173 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$25M +$18.2M +490,065 +385%

BHF Hedge Fund Activity: Q3 2019 in Review

437 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2019, worth a combined $3.81B — up 5.2% from $3.62B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of BHF and 50 opened new positions — a net loss of 16 holders — while 161 trimmed existing stakes and 113 added.

The largest buyer was Arrowstreet Capital, adding an estimated $41M. The largest seller was Wellington Management Group, cutting an estimated $42.9M.

  • 437 institutional investors held Brighthouse Financial (BHF) as of Q3 2019, down from 455 in Q2 2019.
  • Funds reported $3.81B of Brighthouse Financial stock for Q3 2019, up 5.2% quarter-over-quarter.
  • 50 funds opened new Brighthouse Financial positions in Q3 2019 and 66 closed out, a net change of -16 holders.
  • The largest Brighthouse Financial buyer in Q3 2019 was Arrowstreet Capital, an estimated $41M added.
  • The largest Brighthouse Financial seller in Q3 2019 was Wellington Management Group, an estimated $42.9M sold.

Based on aggregated 13F filings for Q3 2019.