- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 11 Feb 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 8 listed it in both
- Shares listed
- 10,444,374
- combined, among listed positions
- Reported value
- $502m
- combined, at the quarter end
Among the 94 comparable managers: 3 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -67,443.
Managers listing BHF in Q4 2024
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | 6,669,575 | $320m | 0.19% | Held | 0 | 13 Feb 2025 (the filing on sec.gov) |
| Greenlight Capital | 2,835,097 | $136m | 7.01% | Trimmed | -56,952 | 14 Feb 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 331,408 | $16m | 0.06% | Trimmed | -36,105 | 14 Feb 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 291,900 | $14m | under 0.1% | Trimmed | -28,800 | 14 Feb 2025 (the filing on sec.gov) |
| Bridgewater Associates LP | 209,523 | $10m | under 0.1% | Added | +139,356 | 13 Feb 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 54,155 | $2.6m | 0.10% | Added | +1,006 | 11 Feb 2025 (the filing on sec.gov) |
| Winton Group Ltd | 24,170 | $1.2m | 0.08% | Trimmed | -68 | 12 Feb 2025 (the filing on sec.gov) |
| Caxton Associates LLP | 21,740 | $1.0m | under 0.1% | Trimmed | -92,686 | 14 Feb 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 6,806 | $327k | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Bridgewater Associates LPexisting position · 209,523 shares now+139,356
- Maverick Capital Ltdnew position · 6,806 shares now+6,806
- Quantbot Technologies LPexisting position · 54,155 shares now+1,006
Reductions
- Caxton Associates LLPexisting position · 21,740 shares now-92,686
- Greenlight Capitalexisting position · 2,835,097 shares now-56,952
- Voloridge Investment Management LLCexisting position · 331,408 shares now-36,105
- Two Sigma Advisers LPexisting position · 291,900 shares now-28,800
- Winton Group Ltdexisting position · 24,170 shares now-68
New positions and exits
New (1)
- Maverick Capital Ltd$327k
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2017 | 5 | $505m | n.a. | n.a. |
| Q4 2017 | 7 | $641m | n.a. | n.a. |
| Q1 2018 | 4 | $594m | n.a. | n.a. |
| Q2 2018 | 7 | $570m | n.a. | n.a. |
| Q3 2018 | 4 | $636m | n.a. | n.a. |
| Q4 2018 | 6 | $580m | n.a. | n.a. |
| Q1 2019 | 10 | $662m | n.a. | n.a. |
| Q2 2019 | 8 | $637m | n.a. | n.a. |
| Q3 2019 | 8 | $569m | n.a. | n.a. |
| Q4 2019 | 13 | $605m | n.a. | n.a. |
| Q1 2020 | 10 | $345m | n.a. | n.a. |
| Q2 2020 | 12 | $398m | n.a. | n.a. |
| Q3 2020 | 7 | $358m | n.a. | n.a. |
| Q4 2020 | 8 | $463m | n.a. | n.a. |
| Q1 2021 | 9 | $593m | n.a. | n.a. |
| Q2 2021 | 5 | $564m | n.a. | n.a. |
| Q3 2021 | 7 | $558m | n.a. | n.a. |
| Q4 2021 | 7 | $640m | n.a. | n.a. |
| Q1 2022 | 8 | $623m | n.a. | n.a. |
| Q2 2022 | 7 | $459m | n.a. | n.a. |
| Q3 2022 | 6 | $469m | n.a. | n.a. |
| Q4 2022 | 6 | $551m | n.a. | n.a. |
| Q1 2023 | 5 | $453m | n.a. | n.a. |
| Q2 2023 | 7 | $480m | n.a. | n.a. |
| Q3 2023 | 5 | $495m | n.a. | n.a. |
| Q4 2023 | 6 | $524m | 1 | 5 |
| Q1 2024 | 10 | $667m | 5 | 4 |
| Q2 2024 | 9 | $465m | 4 | 5 |
| Q3 2024 | 8 | $473m | 5 | 3 |
| Q4 2024 | 9 | $502m | 3 | 5 |
| Q1 2025 | 16 | $525m | 14 | 3 |
| Q2 2025 | 13 | $428m | 7 | 6 |
| Q3 2025 | 7 | $332m | 4 | 5 |
| Q4 2025 | 5 | $261m | 16 | 15 |
| Q1 2026 | 7 | $342m | 9 | 17 |
| Q2 2026 | 4 | $255m | 14 | 11 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
BHF and V →BHF and AXP →BHF and BAC →Choose a stock to compare with BHF →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own BHF, latest filings →Back to the 13F Explorer →