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Brighthouse Financial

413 hedge funds and large institutions have $2.43B invested in Brighthouse Financial in 2022 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 97 increasing their positions, 135 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$25.4M)

0.11% less ownership

Funds ownership: 78.15%78.03% (-0.11%)

1% less funds holding

Funds holding: 417413 (-4)

2% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 56

5% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $19.3M

28% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 135

Holders
413
Holders Change
-4
Holders Change %
-0.96%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
55
Increased
97
Reduced
135
Closed
56
Calls
$18.3M
Puts
$19.3M
Net Calls
-$1.05M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$399M -$4.19M -91,974 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$312M -$19.2M -422,088 -6%
BlackRock
3
BlackRock
New York
$302M -$15.4M -337,716 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$151M +$16.5M +361,359 +12%
GC
5
Greenlight Capital
New York
$145M -$7.21M -158,400 -5%
State Street
6
State Street
Massachusetts
$95.6M -$5.57M -122,312 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$43.2M -$1.75M -38,542 -4%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$43.1M +$14.6M +320,191 +48%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$38.2M -$298K -6,536 -0.7%
UBS Group
10
UBS Group
Switzerland
$36.9M -$2.79M -61,356 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$33.6M -$1.22M -26,782 -3%
Norges Bank
12
Norges Bank
Norway
$30.2M +$594K +13,041 +2%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$26.9M -$8.64M -189,691 -23%
Northern Trust
14
Northern Trust
Illinois
$25.6M -$2.86M -62,726 -10%
Goldman Sachs
15
Goldman Sachs
New York
$25.5M -$15.5M -339,965 -37%
Morgan Stanley
16
Morgan Stanley
New York
$25.4M -$7.43M -163,209 -22%
AQR Capital Management
17
AQR Capital Management
Connecticut
$23.9M -$5.99M -131,479 -19%
PMG
18
Private Management Group
California
$22.4M -$112K -2,453 -0.5%
Federated Hermes
19
Federated Hermes
Pennsylvania
$21.6M +$444K +9,746 +2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$21.6M +$8.95M +196,583 +66%
First Trust Advisors
21
First Trust Advisors
Illinois
$20.6M +$20.5M +450,240 +1,878%
PCM
22
Prelude Capital Management
New York
$19.1M -$88.5K -1,943 -0.4%
Charles Schwab
23
Charles Schwab
California
$18.8M -$217K -4,764 -1%
American Century Companies
24
American Century Companies
Missouri
$18.8M +$768K +16,871 +4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$17.4M -$273K -6,000 -1%

BHF Hedge Fund Activity: Q3 2022 in Review

413 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2022, worth a combined $2.43B — up 1.1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BHF and 55 opened new positions — a net loss of 1 holder — while 135 trimmed existing stakes and 97 added.

The largest buyer was First Trust Advisors, adding an estimated $20.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $28.6M.

  • 413 institutional investors held Brighthouse Financial (BHF) as of Q3 2022, down from 417 in Q2 2022.
  • Funds reported $2.43B of Brighthouse Financial stock for Q3 2022, up 1.1% quarter-over-quarter.
  • 55 funds opened new Brighthouse Financial positions in Q3 2022 and 56 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q3 2022 was First Trust Advisors, an estimated $20.5M added.
  • The largest Brighthouse Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $28.6M sold.

Based on aggregated 13F filings for Q3 2022.