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Brighthouse Financial

428 hedge funds and large institutions have $2.67B invested in Brighthouse Financial in 2022 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 94 increasing their positions, 143 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $8.72M | Put options by funds: $6.68M

10% more capital invested

Capital invested by funds: $2.43B → $2.67B (+$238M)

4% more funds holding

Funds holding: 413428 (+15)

3.27% more ownership

Funds ownership: 78.03%81.3% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

34% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 143

Holders
428
Holders Change
+15
Holders Change %
+3.63%
% of All Funds
6.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
72
Increased
94
Reduced
143
Closed
50
Calls
$8.72M
Puts
$6.68M
Net Calls
+$2.04M
Net Calls Change
+$3.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$466M -$5.17M -98,811 -1%
BlackRock
2
BlackRock
New York
$365M +$8.21M +156,970 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$359M -$9.83M -187,922 -3%
GC
4
Greenlight Capital
New York
$164M -$7.63M -145,950 -4%
State Street
5
State Street
Massachusetts
$115M +$1.96M +37,493 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$52M +$1.04M +19,894 +2%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$49.2M -$1.75M -33,455 -3%
UBS Group
8
UBS Group
Switzerland
$45.4M +$1.93M +36,891 +4%
Diamond Hill Capital Management
9
Diamond Hill Capital Management
Ohio
$39.3M -$5.98M -114,282 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37.2M -$2.47M -47,286 -6%
Norges Bank
11
Norges Bank
Norway
$36.4M +$733K +14,011 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$35.6M +$22.1M +421,985 +154%
Northern Trust
13
Northern Trust
Illinois
$34.3M +$4.15M +79,436 +13%
Morgan Stanley
14
Morgan Stanley
New York
$32.2M +$2.22M +42,495 +7%
Invesco
15
Invesco
Georgia
$30.1M +$10.8M +207,127 +54%
AQR Capital Management
16
AQR Capital Management
Connecticut
$26.3M -$1.8M -34,466 -6%
American Century Companies
17
American Century Companies
Missouri
$26.1M +$3.93M +75,205 +17%
DZ Bank
18
DZ Bank
Germany
$25.9M +$26.4M +505,863 New
Goldman Sachs
19
Goldman Sachs
New York
$25.3M -$5.01M -95,842 -16%
Federated Hermes
20
Federated Hermes
Pennsylvania
$25.1M -$417K -7,972 -2%
First Trust Advisors
21
First Trust Advisors
Illinois
$24.1M -$172K -3,294 -0.7%
Amundi
22
Amundi
France
$22.1M +$7.69M +147,122 +56%
Charles Schwab
23
Charles Schwab
California
$21.7M -$539K -10,310 -2%
Man Group
24
Man Group
United Kingdom
$20.3M +$12.6M +240,685 +154%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$19.3M -$251K -4,804 -1%

BHF Hedge Fund Activity: Q4 2022 in Review

428 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2022, worth a combined $2.67B — up 9.8% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BHF positions and 50 closed out — a net gain of 22 holders — while 94 added to existing stakes and 143 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $26.4M. The largest seller was Assenagon Asset Management, cutting an estimated $19.2M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q4 2022, up from 413 in Q3 2022.
  • Funds reported $2.67B of Brighthouse Financial stock for Q4 2022, up 9.8% quarter-over-quarter.
  • 72 funds opened new Brighthouse Financial positions in Q4 2022 and 50 closed out, a net change of +22 holders.
  • The largest Brighthouse Financial buyer in Q4 2022 was DZ Bank, an estimated $26.4M added.
  • The largest Brighthouse Financial seller in Q4 2022 was Assenagon Asset Management, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.