We are live on ! Find out more
BHF icon

Brighthouse Financial

431 hedge funds and large institutions have $3.21B invested in Brighthouse Financial in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 86 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $22.8M

53% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 49

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more capital invested

Capital invested by funds: $2.97B → $3.21B (+$248M)

5% more funds holding

Funds holding: 411431 (+20)

1.13% less ownership

Funds ownership: 78.94%77.82% (-1.1%)

42% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 149

Holders
431
Holders Change
+20
Holders Change %
+4.87%
% of All Funds
6.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
75
Increased
86
Reduced
149
Closed
49
Calls
$44.1M
Puts
$22.8M
Net Calls
+$21.3M
Net Calls Change
-$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$490M -$3.95M -77,107 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$401M -$14M -274,088 -3%
BlackRock
3
BlackRock
New York
$395M -$5.82M -113,716 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$234M -$14.3M -280,215 -6%
GC
5
Greenlight Capital
New York
$196M -$6.77M -132,312 -3%
State Street
6
State Street
Massachusetts
$117M -$4.9M -95,805 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$116M +$10.4M +203,134 +10%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$72.2M -$5.92M -115,771 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$56.5M +$440K +8,599 +0.8%
EC
10
EJF Capital
Virginia
$53.7M -$259K -5,053 -0.5%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$50.7M -$262K -5,114 -0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$43M +$1.2M +23,404 +3%
Norges Bank
13
Norges Bank
Norway
$41.2M -$2.73M -53,344 -6%
Northern Trust
14
Northern Trust
Illinois
$34.9M -$2.34M -45,822 -6%
UBS Group
15
UBS Group
Switzerland
$32.9M +$16.3M +319,102 +101%
Goldman Sachs
16
Goldman Sachs
New York
$29.6M +$5.5M +107,416 +23%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$28.6M -$2.36M -46,183 -8%
PMG
18
Private Management Group
California
$26.7M -$83.8K -1,638 -0.3%
Federated Hermes
19
Federated Hermes
Pennsylvania
$25M +$1.34M +26,183 +6%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$24M -$1.03M -20,200 -4%
Charles Schwab
21
Charles Schwab
California
$24M -$2.67M -52,214 -10%
PCM
22
Prelude Capital Management
New York
$22.7M +$516K +10,083 +2%
AQR Capital Management
23
AQR Capital Management
Connecticut
$19.9M +$4.99M +97,479 +34%
RA
24
Royce & Associates
New York
$19.7M -$2.85M -55,700 -13%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$19.5M +$5.23M +102,160 +37%

BHF Hedge Fund Activity: Q4 2021 in Review

431 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2021, worth a combined $3.21B — up 8.3% from $2.97B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new BHF positions and 49 closed out — a net gain of 26 holders — while 86 added to existing stakes and 149 trimmed.

The largest buyer was UBS Group, adding an estimated $16.3M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $32.9M.

  • 431 institutional investors held Brighthouse Financial (BHF) as of Q4 2021, up from 411 in Q3 2021.
  • Funds reported $3.21B of Brighthouse Financial stock for Q4 2021, up 8.3% quarter-over-quarter.
  • 75 funds opened new Brighthouse Financial positions in Q4 2021 and 49 closed out, a net change of +26 holders.
  • The largest Brighthouse Financial buyer in Q4 2021 was UBS Group, an estimated $16.3M added.
  • The largest Brighthouse Financial seller in Q4 2021 was Jacobs Levy Equity Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2021.