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Brighthouse Financial

410 hedge funds and large institutions have $2.33B invested in Brighthouse Financial in 2024 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $8.26M | Put options by funds: $4.96M

10% more capital invested

Capital invested by funds: $2.12B → $2.33B (+$203M)

3.93% more ownership

Funds ownership: 78.02%81.95% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 65

1% less funds holding

Funds holding: 416410 (-6)

13% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 118

Holders
410
Holders Change
-6
Holders Change %
-1.44%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
103
Reduced
118
Closed
65
Calls
$8.26M
Puts
$4.96M
Net Calls
+$3.31M
Net Calls Change
+$3.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$320M
Vanguard Group
2
Vanguard Group
Pennsylvania
$283M -$5.19M -106,284 -2%
BlackRock
3
BlackRock
New York
$278M +$1.04M +21,361 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$163M +$291K +5,947 +0.2%
DCM
5
DME Capital Management
New York
$136M -$2.78M -56,952 -2%
State Street
6
State Street
Massachusetts
$112M +$397K +8,121 +0.4%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$87.6M +$58.1M +1,188,685 +187%
American Century Companies
8
American Century Companies
Missouri
$80.8M +$8.89M +181,980 +12%
UBS Group
9
UBS Group
Switzerland
$68.3M +$19.1M +390,700 +38%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$50.4M -$2.06M -42,241 -4%
Victory Capital Management
11
Victory Capital Management
Texas
$42.5M +$41.6M +851,808 +2,633%
Norges Bank
12
Norges Bank
Norway
$37.1M +$1.88M +38,420 +5%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$35.2M +$1.2M +24,662 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$33.6M -$8.36M -171,069 -20%
Northern Trust
15
Northern Trust
Illinois
$32.6M +$1.31M +26,813 +4%
AQR Capital Management
16
AQR Capital Management
Connecticut
$31.5M +$19.6M +400,924 +157%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$25.2M +$464K +9,500 +2%
Morgan Stanley
18
Morgan Stanley
New York
$21.9M -$5.46M -111,775 -20%
Charles Schwab
19
Charles Schwab
California
$17.4M -$231K -4,733 -1%
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$15.9M -$1.76M -36,105 -10%
PMG
21
Private Management Group
California
$15.9M -$255K -5,225 -2%
Goldman Sachs
22
Goldman Sachs
New York
$14.4M -$3.08M -63,100 -17%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$14M -$1.41M -28,800 -9%
Invesco
24
Invesco
Georgia
$13.8M +$4.63M +94,801 +49%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$13.2M -$13.7M -279,718 -50%

BHF Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brighthouse Financial (BHF) for Q4 2024, worth a combined $2.33B — up 9.6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of BHF and 64 opened new positions — a net loss of 1 holder — while 118 trimmed existing stakes and 103 added.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.1M. The largest seller was D.E. Shaw & Co, cutting an estimated $13.7M.

  • 410 institutional investors held Brighthouse Financial (BHF) as of Q4 2024, down from 416 in Q3 2024.
  • Funds reported $2.33B of Brighthouse Financial stock for Q4 2024, up 9.6% quarter-over-quarter.
  • 64 funds opened new Brighthouse Financial positions in Q4 2024 and 65 closed out, a net change of -1 holder.
  • The largest Brighthouse Financial buyer in Q4 2024 was Canada Pension Plan Investment Board, an estimated $58.1M added.
  • The largest Brighthouse Financial seller in Q4 2024 was D.E. Shaw & Co, an estimated $13.7M sold.

Based on aggregated 13F filings for Q4 2024.