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Brighthouse Financial

415 hedge funds and large institutions have $2.69B invested in Brighthouse Financial in 2020 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 85 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

89% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 46

30% more capital invested

Capital invested by funds: $2.06B → $2.69B (+$623M)

10% more funds holding

Funds holding: 376415 (+39)

0.29% more ownership

Funds ownership: 82.71%83% (+0.29%)

8% less call options, than puts

Call options by funds: $22.3M | Put options by funds: $24.1M

34% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 129

Holders
415
Holders Change
+39
Holders Change %
+10.37%
% of All Funds
7.34%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
87
Increased
85
Reduced
129
Closed
46
Calls
$22.3M
Puts
$24.1M
Net Calls
-$1.85M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$359M -$2.85M -84,961 -0.9%
BlackRock
2
BlackRock
New York
$309M +$22.4M +668,542 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$305M -$10.4M -309,870 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$168M +$4.99M +148,699 +3%
GC
5
Greenlight Capital
New York
$132M
UBS Group
6
UBS Group
Switzerland
$107M -$4.55M -135,434 -4%
State Street
7
State Street
Massachusetts
$86.4M -$5.61M -167,083 -7%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$64.2M -$225K -6,700 -0.4%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$54.1M +$3.54M +105,480 +8%
EC
10
EJF Capital
Virginia
$51.2M +$33.3M +993,053 +235%
Citadel Advisors
11
Citadel Advisors
Florida
$43.6M +$29.2M +870,448 +260%
Norges Bank
12
Norges Bank
Norway
$43.1M +$1.87M +55,799 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$39.9M +$869K +25,872 +2%
Goldman Sachs
14
Goldman Sachs
New York
$38.5M -$11.9M -353,321 -25%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$37.1M -$5.55M -165,166 -14%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$37M -$2.16M -64,401 -6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$31.5M -$7.2M -214,304 -20%
Charles Schwab
18
Charles Schwab
California
$29.6M -$395K -11,771 -1%
Invesco
19
Invesco
Georgia
$28.8M +$5.85M +174,242 +28%
Northern Trust
20
Northern Trust
Illinois
$25M -$1.23M -36,669 -5%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$23M -$2.31M -68,722 -10%
Federated Hermes
22
Federated Hermes
Pennsylvania
$21.2M +$6.19M +184,415 +46%
Renaissance Technologies
23
Renaissance Technologies
New York
$20.8M +$13M +388,400 +210%
PCM
24
Prelude Capital Management
New York
$20M +$18.6M +553,229 New
PMG
25
Private Management Group
California
$18.8M +$187K +5,567 +1%

BHF Hedge Fund Activity: Q4 2020 in Review

415 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2020, worth a combined $2.69B — up 30% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new BHF positions and 46 closed out — a net gain of 41 holders — while 85 added to existing stakes and 129 trimmed.

The largest buyer was EJF Capital, adding an estimated $33.3M. The largest seller was AJO LP, exiting entirely with an estimated $39.5M sold.

  • 415 institutional investors held Brighthouse Financial (BHF) as of Q4 2020, up from 376 in Q3 2020.
  • Funds reported $2.69B of Brighthouse Financial stock for Q4 2020, up 30% quarter-over-quarter.
  • 87 funds opened new Brighthouse Financial positions in Q4 2020 and 46 closed out, a net change of +41 holders.
  • The largest Brighthouse Financial buyer in Q4 2020 was EJF Capital, an estimated $33.3M added.
  • The largest Brighthouse Financial seller in Q4 2020 was AJO LP, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2020.