We are live on ! Find out more
BHF icon

Brighthouse Financial

428 hedge funds and large institutions have $2.13B invested in Brighthouse Financial in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 159 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 427428 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 81.21%79.36% (-1.9%)

19% less capital invested

Capital invested by funds: $2.62B → $2.13B (-$492M)

43% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 159

67% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $8.8M

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
90
Reduced
159
Closed
39
Calls
$2.91M
Puts
$8.8M
Net Calls
-$5.89M
Net Calls Change
-$6.48M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$290M -$94.6M -2,050,513 -23%
Vanguard Group
2
Vanguard Group
Pennsylvania
$269M -$6.47M -140,226 -2%
BlackRock
3
BlackRock
New York
$258M -$8.73M -189,353 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$144M -$1.73M -37,479 -1%
DCM
5
DME Capital Management
New York
$129M -$2.25M -48,732 -2%
State Street
6
State Street
Massachusetts
$98.1M +$2.47M +53,485 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$72.8M -$19.8M -429,421 -20%
American Century Companies
8
American Century Companies
Missouri
$55.2M +$10.6M +228,814 +22%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$47M -$454K -9,843 -0.9%
UBS Group
10
UBS Group
Switzerland
$44.1M +$126K +2,727 +0.3%
Norges Bank
11
Norges Bank
Norway
$31.8M +$2.08M +45,027 +7%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$31.1M +$3.14M +68,046 +10%
Northern Trust
13
Northern Trust
Illinois
$29.8M +$2M +43,377 +7%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$27M +$12.4M +269,062 +76%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$24.8M -$321K -6,960 -1%
Morgan Stanley
16
Morgan Stanley
New York
$23.1M -$7.35M -159,332 -23%
Citadel Advisors
17
Citadel Advisors
Florida
$17M +$10.6M +229,378 +140%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$16.6M +$4.86M +105,421 +38%
Charles Schwab
19
Charles Schwab
California
$15.9M -$448K -9,715 -3%
PMG
20
Private Management Group
California
$14.7M -$67.4K -1,462 -0.4%
PCM
21
Prelude Capital Management
New York
$14.6M -$1.51M -32,682 -9%
Man Group
22
Man Group
United Kingdom
$13.4M -$4.25M -92,175 -23%
Two Sigma Investments
23
Two Sigma Investments
New York
$13.3M +$4.12M +89,264 +41%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$12.3M +$83K +1,800 +0.6%
Millennium Management
25
Millennium Management
New York
$12.1M +$9.51M +206,116 +278%

BHF Hedge Fund Activity: Q2 2024 in Review

428 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q2 2024, worth a combined $2.13B — down 19% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BHF positions and 39 closed out — a net gain of 5 holders — while 90 added to existing stakes and 159 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $12.4M. The largest seller was Dodge & Cox, cutting an estimated $94.6M.

  • 428 institutional investors held Brighthouse Financial (BHF) as of Q2 2024, up from 427 in Q1 2024.
  • Funds reported $2.13B of Brighthouse Financial stock for Q2 2024, down 19% quarter-over-quarter.
  • 44 funds opened new Brighthouse Financial positions in Q2 2024 and 39 closed out, a net change of +5 holders.
  • The largest Brighthouse Financial buyer in Q2 2024 was D.E. Shaw & Co, an estimated $12.4M added.
  • The largest Brighthouse Financial seller in Q2 2024 was Dodge & Cox, an estimated $94.6M sold.

Based on aggregated 13F filings for Q2 2024.