We are live on ! Find out more

1,170 hedge funds and large institutions have $31.3B invested in MetLife in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 374 increasing their positions, 529 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more call options, than puts

Call options by funds: $931M | Put options by funds: $929M

0.52% less ownership

Funds ownership: 72.94%72.42% (-0.52%)

4% less capital invested

Capital invested by funds: $32.7B → $31.3B (-$1.45B)

3% less funds holding

Funds holding: 1,2111,170 (-41)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 127

29% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 529

Holders
1,170
Holders Change
-41
Holders Change %
-3.39%
% of All Funds
18.37%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
94
Increased
374
Reduced
529
Closed
127
Calls
$931M
Puts
$929M
Net Calls
+$1.49M
Net Calls Change
+$8.82M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
RFG Advisory
Alabama
$1.01M +$162K +2,925 +20%
SIA
527
Strategic Investment Advisors
Michigan
$1M +$707K +12,743 +254%
BRWA
528
B. Riley Wealth Advisors
Florida
$1M +$201K +3,616 +19%
IRC
529
Investors Research Corp
Georgia
$995K -$6.94K -125 -0.7%
SB
530
Simmons Bank
Arkansas
$986K -$589K -10,618 -38%
BPA
531
Beacon Pointe Advisors
California
$980K -$181K -3,259 -16%
CG
532
Caprock Group
Idaho
$980K +$96.1K +1,732 +11%
DI
533
Diligent Investors
California
$947K
CIP
534
Convergence Investment Partners
Florida
$938K -$137K -2,475 -13%
LFAS
535
Level Four Advisory Services
Texas
$936K +$534K +9,619 +139%
JCM
536
Jacobi Capital Management
Pennsylvania
$934K +$66.4K +1,196 +8%
BHPW
537
Beverly Hills Private Wealth
California
$925K +$374K +6,736 +86%
KPWS
538
Kestra Private Wealth Services
Texas
$924K +$78.4K +1,413 +9%
UCI
539
Uncommon Cents Investing
Wisconsin
$917K +$77.4K +1,395 +9%
RSA
540
River Street Advisors
Illinois
$915K -$5.27K -95 -0.6%
EFM
541
Eley Financial Management
Vermont
$915K -$555 -10 -0.1%
SAM
542
Sompo Asset Management
Japan
$914K +$293K +5,280 +49%
V
543
Veritable
Delaware
$910K -$43.1K -777 -5%
VIM
544
VELA Investment Management
Ohio
$905K
VI
545
Vestcor Inc
New Brunswick, Canada
$902K -$3.38K -61 -0.4%
Brown Advisory
546
Brown Advisory
Maryland
$895K +$7.16K +129 +0.8%
FCFC
547
First Commonwealth Financial Corp
Pennsylvania
$893K +$90.1K +1,624 +11%
CPA
548
Cowen Prime Advisors
New York
$890K
CTA
549
Chesley Taft & Associates
Illinois
$878K
PFM
550
Premier Fund Managers
United Kingdom
$867K

MET Hedge Fund Activity: Q2 2023 in Review

1,170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q2 2023, worth a combined $31.3B — down 4.4% from $32.7B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of MET and 94 opened new positions — a net loss of 33 holders — while 529 trimmed existing stakes and 374 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $479M. The largest seller was Wellington Management Group, cutting an estimated $410M.

  • 1,170 institutional investors held MetLife (MET) as of Q2 2023, down from 1,211 in Q1 2023.
  • Funds reported $31.3B of MetLife stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 94 funds opened new MetLife positions in Q2 2023 and 127 closed out, a net change of -33 holders.
  • The largest MetLife buyer in Q2 2023 was T. Rowe Price Associates, an estimated $479M added.
  • The largest MetLife seller in Q2 2023 was Wellington Management Group, an estimated $410M sold.

Based on aggregated 13F filings for Q2 2023.