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Brighthouse Financial

410 hedge funds and large institutions have $2.5B invested in Brighthouse Financial in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 84 increasing their positions, 145 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $4.24M

4% more capital invested

Capital invested by funds: $2.39B → $2.5B (+$107M)

0.47% less ownership

Funds ownership: 79.8%79.32% (-0.47%)

6% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 51

1% less funds holding

Funds holding: 415410 (-5)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

42% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 145

Holders
410
Holders Change
-5
Holders Change %
-1.2%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
48
Increased
84
Reduced
145
Closed
51
Calls
$5.58M
Puts
$4.24M
Net Calls
+$1.33M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$425M -$666K -15,469 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$322M -$9.56M -221,982 -3%
BlackRock
3
BlackRock
New York
$320M +$2M +46,528 +0.7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$170M -$10.7M -247,582 -6%
GC
5
Greenlight Capital
New York
$148M
State Street
6
State Street
Massachusetts
$102M -$217K -5,047 -0.2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$75.7M +$28.6M +663,882 +71%
UBS Group
8
UBS Group
Switzerland
$49.2M +$5.91M +137,128 +15%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$49M +$524K +12,176 +1%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$39.4M -$803K -18,647 -2%
Norges Bank
11
Norges Bank
Norway
$34.2M +$551K +12,803 +2%
Northern Trust
12
Northern Trust
Illinois
$34.2M +$2.31M +53,642 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.4M -$1.49M -34,605 -5%
American Century Companies
14
American Century Companies
Missouri
$26M -$259K -6,005 -1%
Man Group
15
Man Group
United Kingdom
$25M +$22.7M +527,093 New
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$24.5M +$12.4M +288,006 +126%
Diamond Hill Capital Management
17
Diamond Hill Capital Management
Ohio
$24.2M -$3.05M -70,891 -12%
Morgan Stanley
18
Morgan Stanley
New York
$23.6M -$450K -10,441 -2%
Charles Schwab
19
Charles Schwab
California
$19.8M -$158K -3,668 -0.9%
AQR Capital Management
20
AQR Capital Management
Connecticut
$17.8M -$7.1M -164,760 -30%
PMG
21
Private Management Group
California
$16.2M +$784K +18,212 +6%
Robeco Institutional Asset Management
22
Robeco Institutional Asset Management
Netherlands
$16M -$1.66M -38,490 -10%
Invesco
23
Invesco
Georgia
$15.5M -$5.8M -134,617 -29%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$14.7M +$332K +7,700 +3%
PCM
25
Prelude Capital Management
New York
$13.6M -$40.7K -945 -0.3%

BHF Hedge Fund Activity: Q2 2023 in Review

410 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2023, worth a combined $2.5B — up 4.5% from $2.39B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of BHF and 48 opened new positions — a net loss of 3 holders — while 145 trimmed existing stakes and 84 added.

The largest buyer was Royal Bank of Canada, adding an estimated $28.6M. The largest seller was Federated Hermes, cutting an estimated $20.1M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q2 2023, down from 415 in Q1 2023.
  • Funds reported $2.5B of Brighthouse Financial stock for Q2 2023, up 4.5% quarter-over-quarter.
  • 48 funds opened new Brighthouse Financial positions in Q2 2023 and 51 closed out, a net change of -3 holders.
  • The largest Brighthouse Financial buyer in Q2 2023 was Royal Bank of Canada, an estimated $28.6M added.
  • The largest Brighthouse Financial seller in Q2 2023 was Federated Hermes, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2023.