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Brighthouse Financial
BHF

376 hedge funds and large institutions have $2.06B invested in Brighthouse Financial in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 70 increasing their positions, 147 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2.29% less ownership

Funds ownership: 84.99% → 82.71% (-2.3%)

7% less capital invested

Capital invested by funds: $2.22B → $2.06B (-$156M)

7% less funds holding

Funds holding: 405 → 376 (-29)

33% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 69

52% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 147

64% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $43M

Holders
376
Holders Change
-29
Holders Change %
-7.16%
% of All Funds
7.59%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
46
Increased
70
Reduced
147
Closed
69
Calls
$15.5M
Puts
$43M
Net Calls
-$27.5M
Net Calls Change
-$7.24M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$13.5M
2
JAM
Jupiter Asset Management
United Kingdom
+$12.6M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$11.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$10.5M
5
CCM
Cobalt Capital Management
New Jersey
+$5.69M

Top Sellers

1
MVP
Miller Value Partners
Florida
-$14.5M
2
BlackRock
BlackRock
New York
-$13.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
4
Jennison Associates
Jennison Associates
New York
-$8.93M
5
Norges Bank
Norges Bank
Norway
-$8.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$269M -$432K -14,861 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$235M -$11.7M -402,418 -4%
BlackRock
3
BlackRock
New York
$211M -$13.5M -465,946 -6%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$121M +$13.5M +465,367 +12%
GC
5
Greenlight Capital
New York
$98M – – –
UBS Group
6
UBS Group
Switzerland
$83M -$5.22M -179,688 -6%
State Street
7
State Street
Massachusetts
$68.7M -$1.82M -62,605 -2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$47.9M -$43.6K -1,500 -0.1%
AL
9
AJO LP
Pennsylvania
$39.5M -$5.84M -200,999 -12%
Goldman Sachs
10
Goldman Sachs
New York
$38.1M -$452K -15,572 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$37.4M +$1.49M +51,275 +4%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$32M +$1.91M +65,826 +6%
Norges Bank
13
Norges Bank
Norway
$30.6M -$8.58M -295,368 -21%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$29.3M -$416K -14,313 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.2M -$3.41M -117,289 -10%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$28.9M -$7.08M -243,878 -18%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$23M +$926K +31,890 +4%
Charles Schwab
18
Charles Schwab
California
$22.3M -$6.64M -228,507 -22%
AQR Capital Management
19
AQR Capital Management
Connecticut
$21.8M -$4.16M -143,241 -15%
Northern Trust
20
Northern Trust
Illinois
$19.6M -$1.72M -59,054 -8%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$18.9M +$353K +12,138 +2%
RP
22
RR Partners
New York
$18.7M -$105K -3,612 -0.5%
Invesco
23
Invesco
Georgia
$16.7M -$3.77M -129,841 -17%
PMG
24
Private Management Group
California
$13.8M +$836K +28,775 +6%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$13.7M +$11.3M +387,523 +322%
1
2 3 4 5

BHF Hedge Fund Activity: Q3 2020 in Review

376 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2020, worth a combined $2.06B — down 7% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of BHF and 46 opened new positions — a net loss of 23 holders — while 147 trimmed existing stakes and 70 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $13.5M. The largest seller was Miller Value Partners, cutting an estimated $14.5M.

  • 376 institutional investors held Brighthouse Financial (BHF) as of Q3 2020, down from 405 in Q2 2020.
  • Funds reported $2.06B of Brighthouse Financial stock for Q3 2020, down 7% quarter-over-quarter.
  • 46 funds opened new Brighthouse Financial positions in Q3 2020 and 69 closed out, a net change of -23 holders.
  • The largest Brighthouse Financial buyer in Q3 2020 was T. Rowe Price Associates, an estimated $13.5M added.
  • The largest Brighthouse Financial seller in Q3 2020 was Miller Value Partners, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2020.