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Brighthouse Financial

420 hedge funds and large institutions have $3.13B invested in Brighthouse Financial in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 94 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.22% more ownership

Funds ownership: 77.82%79.04% (+1.2%)

3% less capital invested

Capital invested by funds: $3.21B → $3.13B (-$86M)

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

3% less funds holding

Funds holding: 431420 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

35% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 145

60% less call options, than puts

Call options by funds: $14.1M | Put options by funds: $35.3M

Holders
420
Holders Change
-11
Holders Change %
-2.55%
% of All Funds
6.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
47
Increased
94
Reduced
145
Closed
52
Calls
$14.1M
Puts
$35.3M
Net Calls
-$21.1M
Net Calls Change
-$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$485M -$3.92M -73,468 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$400M +$430K +8,061 +0.1%
BlackRock
3
BlackRock
New York
$388M -$6.67M -125,076 -2%
GC
4
Greenlight Capital
New York
$188M -$8M -150,000 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$154M -$81.8M -1,533,491 -34%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$136M +$21.4M +400,280 +18%
State Street
7
State Street
Massachusetts
$122M +$5.06M +94,816 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$56.3M -$41.6K -780 -0.1%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$47.2M -$3.46M -64,762 -7%
Goldman Sachs
10
Goldman Sachs
New York
$45.9M +$16.9M +317,322 +56%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$44.6M +$43.2M +809,362 +1,502%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$42.6M -$204K -3,825 -0.5%
Norges Bank
13
Norges Bank
Norway
$39.3M -$1.82M -34,140 -4%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$35.4M -$37.8M -708,380 -51%
Northern Trust
15
Northern Trust
Illinois
$35.2M +$385K +7,215 +1%
UBS Group
16
UBS Group
Switzerland
$34M +$1.21M +22,700 +4%
AQR Capital Management
17
AQR Capital Management
Connecticut
$28.3M +$8.71M +163,165 +42%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$26.8M -$1.81M -33,990 -6%
PMG
19
Private Management Group
California
$26.6M -$91.7K -1,718 -0.3%
Federated Hermes
20
Federated Hermes
Pennsylvania
$25.8M +$933K +17,479 +4%
Charles Schwab
21
Charles Schwab
California
$23.7M -$234K -4,383 -0.9%
PCM
22
Prelude Capital Management
New York
$22.3M -$350K -6,557 -1%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$21.5M -$2.52M -47,300 -10%
Morgan Stanley
24
Morgan Stanley
New York
$20.1M +$4.82M +90,365 +30%
Invesco
25
Invesco
Georgia
$19.6M +$302K +5,665 +2%

BHF Hedge Fund Activity: Q1 2022 in Review

420 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2022, worth a combined $3.13B — down 2.7% from $3.21B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of BHF and 47 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 94 added.

The largest buyer was Assenagon Asset Management, adding an estimated $43.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $81.8M.

  • 420 institutional investors held Brighthouse Financial (BHF) as of Q1 2022, down from 431 in Q4 2021.
  • Funds reported $3.13B of Brighthouse Financial stock for Q1 2022, down 2.7% quarter-over-quarter.
  • 47 funds opened new Brighthouse Financial positions in Q1 2022 and 52 closed out, a net change of -5 holders.
  • The largest Brighthouse Financial buyer in Q1 2022 was Assenagon Asset Management, an estimated $43.2M added.
  • The largest Brighthouse Financial seller in Q1 2022 was T. Rowe Price Associates, an estimated $81.8M sold.

Based on aggregated 13F filings for Q1 2022.