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Brighthouse Financial

419 hedge funds and large institutions have $3.15B invested in Brighthouse Financial in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 91 increasing their positions, 148 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $7.02M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

18% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 55

17% more capital invested

Capital invested by funds: $2.69B → $3.15B (+$465M)

1% more funds holding

Funds holding: 415419 (+4)

1.25% less ownership

Funds ownership: 83%81.74% (-1.3%)

39% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 148

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
7.36%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
65
Increased
91
Reduced
148
Closed
55
Calls
$36.7M
Puts
$7.02M
Net Calls
+$29.7M
Net Calls Change
+$31.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$433M -$5.12M -124,598 -1%
BlackRock
2
BlackRock
New York
$397M +$18.7M +455,988 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$367M -$5.48M -133,495 -2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$208M +$2.92M +70,997 +2%
GC
5
Greenlight Capital
New York
$161M
State Street
6
State Street
Massachusetts
$102M -$3.23M -78,733 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$76.3M +$9.46M +230,269 +15%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$74.9M -$3.25M -79,000 -4%
EC
9
EJF Capital
Virginia
$61.8M -$779K -18,973 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$50M +$1.18M +28,699 +3%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$45M -$262K -6,380 -0.6%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$44.3M -$913K -22,233 -2%
Norges Bank
13
Norges Bank
Norway
$41.6M -$10.3M -250,445 -21%
Citadel Advisors
14
Citadel Advisors
Florida
$40.5M -$11.9M -288,762 -24%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.5M -$924K -22,483 -3%
Invesco
16
Invesco
Georgia
$33.5M -$1.58M -38,340 -5%
Northern Trust
17
Northern Trust
Illinois
$32.8M +$2.09M +50,940 +7%
Goldman Sachs
18
Goldman Sachs
New York
$26.4M -$19.1M -464,683 -44%
Charles Schwab
19
Charles Schwab
California
$26.1M -$9.29M -226,191 -28%
RA
20
Royce & Associates
New York
$25.8M +$11M +268,000 +85%
Two Sigma Investments
21
Two Sigma Investments
New York
$23.3M +$1.08M +26,326 +5%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$22.7M +$3.54M +86,200 +20%
PMG
23
Private Management Group
California
$22.6M -$301K -7,325 -1%
UBS AM
24
UBS AM
Illinois
$22.2M +$7.6M +185,098 +58%
MCM
25
Masters Capital Management
Georgia
$22.1M +$20.5M +500,000 New

BHF Hedge Fund Activity: Q1 2021 in Review

419 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2021, worth a combined $3.15B — up 17% from $2.69B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BHF positions and 55 closed out — a net gain of 10 holders — while 91 added to existing stakes and 148 trimmed.

The largest buyer was Masters Capital Management, opening a new position worth an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $103M.

  • 419 institutional investors held Brighthouse Financial (BHF) as of Q1 2021, up from 415 in Q4 2020.
  • Funds reported $3.15B of Brighthouse Financial stock for Q1 2021, up 17% quarter-over-quarter.
  • 65 funds opened new Brighthouse Financial positions in Q1 2021 and 55 closed out, a net change of +10 holders.
  • The largest Brighthouse Financial buyer in Q1 2021 was Masters Capital Management, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q1 2021 was UBS Group, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2021.