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Brighthouse Financial

416 hedge funds and large institutions have $2.12B invested in Brighthouse Financial in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $2.13B → $2.12B (-$3.76M)

6% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.76M

1.33% less ownership

Funds ownership: 79.36%78.02% (-1.3%)

3% less funds holding

Funds holding: 428416 (-12)

20% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 50

33% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 138

Holders
416
Holders Change
-12
Holders Change %
-2.8%
% of All Funds
5.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
93
Reduced
138
Closed
50
Calls
$4.49M
Puts
$4.76M
Net Calls
-$275K
Net Calls Change
+$5.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$300M -$863K -19,208 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$270M -$9.73M -216,557 -3%
BlackRock
3
BlackRock
New York
$259M -$8.44M -187,859 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M +$3.32M +73,839 +2%
DCM
5
DME Capital Management
New York
$130M -$3.64M -80,982 -3%
State Street
6
State Street
Massachusetts
$104M +$2.27M +50,441 +2%
American Century Companies
7
American Century Companies
Missouri
$67.5M +$10.2M +226,214 +18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.2M +$360K +8,004 +0.7%
UBS Group
9
UBS Group
Switzerland
$46.4M +$566K +12,595 +1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$39.2M -$36.4M -809,046 -48%
Norges Bank
11
Norges Bank
Norway
$33.1M
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$31.9M -$469K -10,436 -1%
Northern Trust
13
Northern Trust
Illinois
$29.4M -$1.55M -34,459 -5%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$28.6M +$28.5M +634,477 New
Morgan Stanley
15
Morgan Stanley
New York
$25.6M +$1.58M +35,239 +7%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$25M -$3.09M -68,718 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$23.2M -$2.54M -56,455 -10%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$16.5M -$683K -15,198 -4%
Charles Schwab
19
Charles Schwab
California
$16.5M -$23K -512 -0.1%
Goldman Sachs
20
Goldman Sachs
New York
$16.3M +$6.4M +142,512 +65%
PMG
21
Private Management Group
California
$15.1M -$140K -3,116 -0.9%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$14.4M +$1.61M +35,800 +13%
PCM
23
Prelude Capital Management
New York
$12.8M -$2.43M -54,024 -16%
Marshall Wace
24
Marshall Wace
United Kingdom
$12.5M +$10.1M +224,198 +422%
AQR Capital Management
25
AQR Capital Management
Connecticut
$11.3M +$3.71M +82,582 +48%

BHF Hedge Fund Activity: Q3 2024 in Review

416 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q3 2024, worth a combined $2.12B — down 0.18% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of BHF and 40 opened new positions — a net loss of 10 holders — while 138 trimmed existing stakes and 93 added.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $28.5M. The largest seller was Royal Bank of Canada, cutting an estimated $36.4M.

  • 416 institutional investors held Brighthouse Financial (BHF) as of Q3 2024, down from 428 in Q2 2024.
  • Funds reported $2.12B of Brighthouse Financial stock for Q3 2024, down 0.18% quarter-over-quarter.
  • 40 funds opened new Brighthouse Financial positions in Q3 2024 and 50 closed out, a net change of -10 holders.
  • The largest Brighthouse Financial buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $28.5M added.
  • The largest Brighthouse Financial seller in Q3 2024 was Royal Bank of Canada, an estimated $36.4M sold.

Based on aggregated 13F filings for Q3 2024.