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Brighthouse Financial

462 hedge funds and large institutions have $3.66B invested in Brighthouse Financial in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 115 increasing their positions, 154 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 60

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 437462 (+25)

2.03% more ownership

Funds ownership: 84.59%86.62% (+2%)

4% less capital invested

Capital invested by funds: $3.81B → $3.66B (-$155M)

9% less call options, than puts

Call options by funds: $67.9M | Put options by funds: $74.6M

25% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 154

Holders
462
Holders Change
+25
Holders Change %
+5.72%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
95
Increased
115
Reduced
154
Closed
60
Calls
$67.9M
Puts
$74.6M
Net Calls
-$6.76M
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$410M -$263K -6,671 -0.1%
BlackRock
2
BlackRock
New York
$398M -$59.9M -1,522,830 -13%
Dodge & Cox
3
Dodge & Cox
California
$392M -$3.3M -83,820 -0.8%
UBS Group
4
UBS Group
Switzerland
$154M +$213K +5,417 +0.1%
GC
5
Greenlight Capital
New York
$140M
State Street
6
State Street
Massachusetts
$129M -$53.1M -1,350,199 -29%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$98.9M -$47.7M -1,212,302 -32%
MVP
8
Miller Value Partners
Florida
$87.6M -$2.13M -54,000 -2%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$84.8M +$27.1M +688,401 +47%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$82.3M -$26.4M -671,875 -24%
Franklin Resources
11
Franklin Resources
California
$81.4M -$16.5M -418,876 -17%
Goldman Sachs
12
Goldman Sachs
New York
$76.2M +$6.98M +177,401 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$64.7M +$14.4M +365,359 +28%
AQR Capital Management
14
AQR Capital Management
Connecticut
$60.8M -$6.3M -160,159 -9%
Norges Bank
15
Norges Bank
Norway
$59.2M +$2.22M +56,307 +4%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$54.3M +$18.8M +476,743 +53%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$51.9M -$205K -5,219 -0.4%
Charles Schwab
18
Charles Schwab
California
$45M +$959K +24,354 +2%
Diamond Hill Capital Management
19
Diamond Hill Capital Management
Ohio
$35.5M -$7.15M -181,765 -17%
Northern Trust
20
Northern Trust
Illinois
$34.3M -$15.2M -384,943 -31%
Jennison Associates
21
Jennison Associates
New York
$31.7M -$2.73M -69,239 -8%
EC
22
EJF Capital
Virginia
$31.6M +$18.4M +467,075 +138%
SCM
23
Schneider Capital Management
Pennsylvania
$30.4M -$768K -19,509 -2%
N
24
Nuveen
North Carolina
$29.2M +$8.96M +227,592 +44%
Invesco
25
Invesco
Georgia
$27.6M +$4.74M +120,348 +21%

BHF Hedge Fund Activity: Q4 2019 in Review

462 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2019, worth a combined $3.66B — down 4.1% from $3.81B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BHF positions and 60 closed out — a net gain of 35 holders — while 115 added to existing stakes and 154 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $27.1M. The largest seller was BlackRock, cutting an estimated $59.9M.

  • 462 institutional investors held Brighthouse Financial (BHF) as of Q4 2019, up from 437 in Q3 2019.
  • Funds reported $3.66B of Brighthouse Financial stock for Q4 2019, down 4.1% quarter-over-quarter.
  • 95 funds opened new Brighthouse Financial positions in Q4 2019 and 60 closed out, a net change of +35 holders.
  • The largest Brighthouse Financial buyer in Q4 2019 was Arrowstreet Capital, an estimated $27.1M added.
  • The largest Brighthouse Financial seller in Q4 2019 was BlackRock, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2019.