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Brighthouse Financial

417 hedge funds and large institutions have $2.4B invested in Brighthouse Financial in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 93 increasing their positions, 146 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

1% less funds holding

Funds holding: 420417 (-3)

0.89% less ownership

Funds ownership: 79.04%78.15% (-0.89%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

21% less call options, than puts

Call options by funds: $13.2M | Put options by funds: $16.6M

23% less capital invested

Capital invested by funds: $3.13B → $2.4B (-$725M)

36% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 146

Holders
417
Holders Change
-3
Holders Change %
-0.71%
% of All Funds
7.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
93
Reduced
146
Closed
51
Calls
$13.2M
Puts
$16.6M
Net Calls
-$3.42M
Net Calls Change
+$17.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$381M -$4.46M -92,351 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$312M -$6.88M -142,536 -2%
BlackRock
3
BlackRock
New York
$299M -$10.5M -217,448 -3%
GC
4
Greenlight Capital
New York
$144M -$6.64M -137,688 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$128M +$22.9M +474,422 +18%
State Street
6
State Street
Massachusetts
$95.3M -$1.46M -30,260 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$42.4M -$2.71M -56,234 -5%
Goldman Sachs
8
Goldman Sachs
New York
$38.1M +$1.93M +39,954 +4%
UBS Group
9
UBS Group
Switzerland
$37.4M +$12.2M +252,592 +38%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$36.4M -$1.33M -27,591 -3%
Assenagon Asset Management
11
Assenagon Asset Management
Luxembourg
$33.2M -$2.57M -53,209 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32.8M -$1.21M -25,168 -3%
Morgan Stanley
13
Morgan Stanley
New York
$30.7M +$17.3M +358,596 +92%
Norges Bank
14
Norges Bank
Norway
$28M -$3.77M -78,097 -10%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$27.6M +$25.2M +521,921 +348%
AQR Capital Management
16
AQR Capital Management
Connecticut
$27.4M +$6.42M +133,057 +24%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$27.1M -$112M -2,327,250 -78%
Northern Trust
18
Northern Trust
Illinois
$26.7M -$1.42M -29,346 -4%
Invesco
19
Invesco
Georgia
$23.9M +$9.82M +203,412 +53%
PMG
20
Private Management Group
California
$21.2M +$124K +2,573 +0.5%
Federated Hermes
21
Federated Hermes
Pennsylvania
$20M -$589K -12,208 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$18.2M +$20.8M +430,360 +3,532%
PCM
23
Prelude Capital Management
New York
$18.1M +$514K +10,641 +2%
Charles Schwab
24
Charles Schwab
California
$18M -$997K -20,666 -5%
American Century Companies
25
American Century Companies
Missouri
$17.1M +$4.5M +93,318 +29%

BHF Hedge Fund Activity: Q2 2022 in Review

417 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2022, worth a combined $2.4B — down 23% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BHF positions and 51 closed out — a net gain of 7 holders — while 93 added to existing stakes and 146 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $25.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $112M.

  • 417 institutional investors held Brighthouse Financial (BHF) as of Q2 2022, down from 420 in Q1 2022.
  • Funds reported $2.4B of Brighthouse Financial stock for Q2 2022, down 23% quarter-over-quarter.
  • 58 funds opened new Brighthouse Financial positions in Q2 2022 and 51 closed out, a net change of +7 holders.
  • The largest Brighthouse Financial buyer in Q2 2022 was Jacobs Levy Equity Management, an estimated $25.2M added.
  • The largest Brighthouse Financial seller in Q2 2022 was T. Rowe Price Associates, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.