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1,026 hedge funds and large institutions have $36.5B invested in MetLife in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 354 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

28% more call options, than puts

Call options by funds: $496M | Put options by funds: $387M

0.24% less ownership

Funds ownership: 76.92%76.68% (-0.24%)

5% less funds holding

Funds holding: 1,0841,026 (-58)

11% less capital invested

Capital invested by funds: $40.9B → $36.5B (-$4.44B)

19% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 435

33% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 142

Holders
1,026
Holders Change
-58
Holders Change %
-5.35%
% of All Funds
23.52%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.41%
New
95
Increased
354
Reduced
435
Closed
142
Calls
$496M
Puts
$387M
Net Calls
+$109M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Pzena Investment Management
26
Pzena Investment Management
New York
$274M +$8.66M +178,543 +3%
Morgan Stanley
27
Morgan Stanley
New York
$260M -$55.2M -1,137,714 -17%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$251M -$2.01M -41,488 -0.8%
TCIM
29
TIAA CREF Investment Management
New York
$220M +$86.8M +1,788,301 +59%
TD Asset Management
30
TD Asset Management
Ontario, Canada
$212M -$38.2M -787,694 -15%
Legal & General Group
31
Legal & General Group
United Kingdom
$204M -$16.8M -345,275 -7%
Jennison Associates
32
Jennison Associates
New York
$189M -$10.4M -213,622 -5%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$184M -$94M -1,937,398 -33%
Charles Schwab
34
Charles Schwab
California
$175M +$4.94M +101,730 +3%
LSV Asset Management
35
LSV Asset Management
Illinois
$175M -$509K -10,500 -0.3%
SSM
36
Sound Shore Management
Connecticut
$173M +$10.7M +220,625 +6%
TA
37
Teachers Advisors
New York
$169M +$15.6M +322,171 +10%
Barclays
38
Barclays
United Kingdom
$158M +$48.7M +1,002,669 +41%
UBS Group
39
UBS Group
Switzerland
$149M -$29.6M -610,852 -16%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$139M +$63.3M +1,305,524 +75%
OAC
41
OMERS Administration Corp
Ontario, Canada
$136M -$221K -4,550 -0.2%
Prudential Financial
42
Prudential Financial
New Jersey
$133M +$56M +1,153,335 +66%
PPA
43
Parametric Portfolio Associates
Washington
$132M -$2.22M -45,819 -2%
Swiss National Bank
44
Swiss National Bank
Switzerland
$132M -$22.5M -463,300 -14%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$129M +$740K +15,247 +0.5%
Boston Partners
46
Boston Partners
Massachusetts
$118M +$31.3M +645,401 +33%
SCCM
47
Schafer Cullen Capital Management
New York
$117M +$3.39M +69,944 +3%
CS
48
Credit Suisse
Switzerland
$114M -$2.29M -47,126 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$112M +$500K +10,300 +0.4%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$111M -$1.99M -41,100 -2%

MET Hedge Fund Activity: Q1 2018 in Review

1,026 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q1 2018, worth a combined $36.5B — down 11% from $40.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of MET and 95 opened new positions — a net loss of 47 holders — while 435 trimmed existing stakes and 354 added.

The largest buyer was Fidelity Investments, adding an estimated $761M. The largest seller was Bank of America, cutting an estimated $819M.

  • 1,026 institutional investors held MetLife (MET) as of Q1 2018, down from 1,084 in Q4 2017.
  • Funds reported $36.5B of MetLife stock for Q1 2018, down 11% quarter-over-quarter.
  • 95 funds opened new MetLife positions in Q1 2018 and 142 closed out, a net change of -47 holders.
  • The largest MetLife buyer in Q1 2018 was Fidelity Investments, an estimated $761M added.
  • The largest MetLife seller in Q1 2018 was Bank of America, an estimated $819M sold.

Based on aggregated 13F filings for Q1 2018.