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Brighthouse Financial

410 hedge funds and large institutions have $3.08B invested in Brighthouse Financial in 2021 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 77 increasing their positions, 147 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $57M | Put options by funds: $14.3M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less capital invested

Capital invested by funds: $3.15B → $3.08B (-$74.1M)

2% less funds holding

Funds holding: 419410 (-9)

2.81% less ownership

Funds ownership: 81.74%78.94% (-2.8%)

12% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 50

48% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 147

Holders
410
Holders Change
-9
Holders Change %
-2.15%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
44
Increased
77
Reduced
147
Closed
50
Calls
$57M
Puts
$14.3M
Net Calls
+$42.7M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$437M -$8.47M -180,198 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$374M -$3M -63,844 -0.8%
BlackRock
3
BlackRock
New York
$358M -$52.5M -1,117,016 -12%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$218M +$3.74M +79,558 +2%
GC
5
Greenlight Capital
New York
$166M
State Street
6
State Street
Massachusetts
$114M +$9.11M +193,989 +8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$89.4M +$11.2M +238,058 +14%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$77M -$139K -2,969 -0.2%
EC
9
EJF Capital
Virginia
$55.9M -$7.87M -167,420 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$51.5M -$11.3K -241 -0%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$49.1M +$3.57M +76,033 +8%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$42.8M -$3.58M -76,110 -7%
Norges Bank
13
Norges Bank
Norway
$41.3M -$1.63M -34,624 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$38.2M -$441K -9,389 -1%
Invesco
15
Invesco
Georgia
$34.3M -$157K -3,333 -0.4%
Northern Trust
16
Northern Trust
Illinois
$33.5M -$274K -5,838 -0.8%
Charles Schwab
17
Charles Schwab
California
$25.8M -$1.1M -23,481 -4%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$25.1M +$1.76M +37,400 +7%
UBS AM
19
UBS AM
Illinois
$24.8M +$2.02M +42,988 +9%
RA
20
Royce & Associates
New York
$24.4M -$2.2M -46,800 -8%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$24.3M +$8.35M +177,799 +50%
PMG
22
Private Management Group
California
$23.2M -$88K -1,874 -0.4%
Goldman Sachs
23
Goldman Sachs
New York
$23M -$4.31M -91,827 -15%
Federated Hermes
24
Federated Hermes
Pennsylvania
$20.3M -$1.72M -36,551 -8%
Franklin Resources
25
Franklin Resources
California
$18.3M +$1.01M +21,500 +6%

BHF Hedge Fund Activity: Q2 2021 in Review

410 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2021, worth a combined $3.08B — down 2.4% from $3.15B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BHF and 44 opened new positions — a net loss of 6 holders — while 147 trimmed existing stakes and 77 added.

The largest buyer was Victory Capital Management, adding an estimated $14.4M. The largest seller was BlackRock, cutting an estimated $52.5M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q2 2021, down from 419 in Q1 2021.
  • Funds reported $3.08B of Brighthouse Financial stock for Q2 2021, down 2.4% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2021 and 50 closed out, a net change of -6 holders.
  • The largest Brighthouse Financial buyer in Q2 2021 was Victory Capital Management, an estimated $14.4M added.
  • The largest Brighthouse Financial seller in Q2 2021 was BlackRock, an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2021.