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Brighthouse Financial

405 hedge funds and large institutions have $2.22B invested in Brighthouse Financial in 2020 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 91 increasing their positions, 134 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

6% more capital invested

Capital invested by funds: $2.1B → $2.22B (+$123M)

2.5% more ownership

Funds ownership: 82.49%84.99% (+2.5%)

1% more funds holding

Funds holding: 402405 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

32% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 134

55% less call options, than puts

Call options by funds: $16.6M | Put options by funds: $36.9M

Holders
405
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
8.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
91
Reduced
134
Closed
59
Calls
$16.6M
Puts
$36.9M
Net Calls
-$20.3M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$278M -$172K -6,230 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M -$38.5M -1,398,166 -13%
BlackRock
3
BlackRock
New York
$231M -$39.1M -1,416,848 -15%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$112M +$713K +25,875 +0.6%
GC
5
Greenlight Capital
New York
$101M
UBS Group
6
UBS Group
Switzerland
$90.8M -$10.8M -393,000 -11%
State Street
7
State Street
Massachusetts
$72.8M -$12.4M -450,433 -15%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$49.5M +$838K +30,400 +2%
AL
9
AJO LP
Pennsylvania
$46.5M +$44M +1,596,856 +2,167%
Goldman Sachs
10
Goldman Sachs
New York
$39.8M +$5.35M +194,101 +16%
Norges Bank
11
Norges Bank
Norway
$39.8M -$1.07M -38,663 -3%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$37.2M -$18.1M -654,975 -33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.7M -$2.82M -102,156 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$33.5M -$3.76M -136,545 -10%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$31.2M +$2.36M +85,779 +8%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$30.6M -$458K -16,610 -1%
Charles Schwab
17
Charles Schwab
California
$29.4M -$3.47M -126,008 -11%
MVP
18
Miller Value Partners
Florida
$25.7M -$25.3M -916,146 -50%
AQR Capital Management
19
AQR Capital Management
Connecticut
$25.6M -$4.92M -178,602 -16%
Ensign Peak Advisors
20
Ensign Peak Advisors
Utah
$22.9M +$1.79M +64,849 +9%
Northern Trust
21
Northern Trust
Illinois
$21.9M -$2.83M -102,819 -12%
Invesco
22
Invesco
Georgia
$20.9M +$4.37M +158,697 +27%
RP
23
RR Partners
New York
$19.4M
Russell Investments Group
24
Russell Investments Group
United Kingdom
$19.2M +$2.83M +102,829 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$14.4M -$27M -980,416 -65%

BHF Hedge Fund Activity: Q2 2020 in Review

405 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2020, worth a combined $2.22B — up 5.9% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BHF positions and 59 closed out — a net gain of 8 holders — while 91 added to existing stakes and 134 trimmed.

The largest buyer was AJO LP, adding an estimated $44M. The largest seller was Lomas Capital Management, exiting entirely with an estimated $40.1M sold.

  • 405 institutional investors held Brighthouse Financial (BHF) as of Q2 2020, up from 402 in Q1 2020.
  • Funds reported $2.22B of Brighthouse Financial stock for Q2 2020, up 5.9% quarter-over-quarter.
  • 67 funds opened new Brighthouse Financial positions in Q2 2020 and 59 closed out, a net change of +8 holders.
  • The largest Brighthouse Financial buyer in Q2 2020 was AJO LP, an estimated $44M added.
  • The largest Brighthouse Financial seller in Q2 2020 was Lomas Capital Management, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2020.