Brighthouse Financial
416 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, 92 increasing their positions, 146 reducing their positions, and 52 closing their positions.
30% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $9.91M
12% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 52
0.93% less ownership
Funds ownership: 79.04% → 78.1% (-0.93%)
1% less funds holding
Funds holding: 420 → 416 (-4)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
23% less capital invested
Capital invested by funds: $3.13B → $2.4B (-$726M)
37% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 146
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$25.2M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$22.9M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.8M |
| 4 |
Morgan Stanley
New York
|
+$17.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$112M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$17.8M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$12.5M |
| 5 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$12.1M |
BHF Hedge Fund Activity: Q2 2022 in Review
416 of the 5,959 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 52 closed out — a net gain of 6 holders — while 92 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.
- 416 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 52 closed out, a net change of +6 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.