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Brighthouse Financial

427 hedge funds and large institutions have $2.62B invested in Brighthouse Financial in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 105 increasing their positions, 145 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $7.7M | Put options by funds: $7.12M

5% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 44

0.84% more ownership

Funds ownership: 80.37%81.21% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 431427 (-4)

4% less capital invested

Capital invested by funds: $2.72B → $2.62B (-$101M)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 145

Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
46
Increased
105
Reduced
145
Closed
44
Calls
$7.7M
Puts
$7.12M
Net Calls
+$587K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$450M -$921K -18,538 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$327M -$10.6M -212,628 -3%
BlackRock
3
BlackRock
New York
$316M -$4.52M -91,057 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$173M -$2.75M -55,279 -2%
DCM
5
DME Capital Management
New York
$156M +$150M +3,021,763 New
State Street
6
State Street
Massachusetts
$114M +$3.1M +62,502 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$109M +$1.12M +22,604 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$56.4M +$1.85M +37,264 +4%
American Century Companies
9
American Century Companies
Missouri
$53.9M +$9.01M +181,402 +21%
UBS Group
10
UBS Group
Switzerland
$52.3M -$2.3M -46,394 -4%
Morgan Stanley
11
Morgan Stanley
New York
$35.6M -$14.6M -294,165 -30%
Norges Bank
12
Norges Bank
Norway
$35.5M +$2.93M +59,055 +9%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$33.5M -$5.99M -120,551 -16%
Northern Trust
14
Northern Trust
Illinois
$33.1M -$3.91M -78,702 -11%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$29.9M -$2.21M -44,507 -7%
Man Group
16
Man Group
United Kingdom
$20.7M -$3.86M -77,773 -16%
Charles Schwab
17
Charles Schwab
California
$19.5M -$3.16M -63,600 -14%
PCM
18
Prelude Capital Management
New York
$19.1M +$1.81M +36,446 +11%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$18.3M +$12.6M +252,915 +249%
PMG
20
Private Management Group
California
$17.6M +$323K +6,496 +2%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$17.3M +$4.1M +82,486 +33%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$14.6M -$258K -5,200 -2%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$14.3M +$7.97M +160,405 +137%
Invesco
24
Invesco
Georgia
$13.2M +$2.58M +51,910 +25%
RA
25
Royce & Associates
New York
$12.7M +$530K +10,677 +5%

BHF Hedge Fund Activity: Q1 2024 in Review

427 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q1 2024, worth a combined $2.62B — down 3.7% from $2.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BHF positions and 44 closed out — a net gain of 2 holders — while 105 added to existing stakes and 145 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.6M. The largest seller was Lazard Asset Management, cutting an estimated $15.3M.

  • 427 institutional investors held Brighthouse Financial (BHF) as of Q1 2024, down from 431 in Q4 2023.
  • Funds reported $2.62B of Brighthouse Financial stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 46 funds opened new Brighthouse Financial positions in Q1 2024 and 44 closed out, a net change of +2 holders.
  • The largest Brighthouse Financial buyer in Q1 2024 was D.E. Shaw & Co, an estimated $12.6M added.
  • The largest Brighthouse Financial seller in Q1 2024 was Lazard Asset Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.