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
IWC
551
Integrated Wealth Concepts
Massachusetts
$863K +$570K +10,269 +206%
MC
552
Moors & Cabot
Massachusetts
$854K -$5.22K -94 -0.6%
AWA
553
Arete Wealth Advisors
Illinois
$852K -$68.1K -1,228 -8%
GFA
554
Gifford Fong Associates
California
$848K
BC
555
Barrett & Company
Rhode Island
$842K +$5.83K +105 +0.7%
CC
556
Cipher Capital
New York
$838K +$823K +14,828 New
USAA
557
United Services Automobile Association
Texas
$835K +$247K +4,452 +43%
VCM
558
Virtue Capital Management
Tennessee
$834K +$32.6K +587 +4%
SAM
559
Silvercrest Asset Management
New York
$829K -$99.9K -1,800 -11%
SJIM
560
St. Johns Investment Management
Florida
$828K +$14K +253 +2%
FFM
561
Forum Financial Management
Illinois
$824K +$102K +1,838 +14%
CAAS
562
Capital Asset Advisory Services
Michigan
$810K -$28.1K -507 -4%
RCA
563
Ranch Capital Advisors
Florida
$808K -$325K -5,861 -29%
Assenagon Asset Management
564
Assenagon Asset Management
Luxembourg
$806K -$96.8K -1,744 -11%
JWBC
565
J.W. Burns & Co
New York
$797K -$42.8K -772 -5%
SACTSONJ
566
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$791K
CAG
567
Csenge Advisory Group
Florida
$787K +$46.9K +845 +6%
RCAG
568
Rehmann Capital Advisory Group
Michigan
$780K -$36.9K -665 -5%
PK
569
Pflug Koory
Nebraska
$770K -$1.72K -31 -0.2%
BWM
570
Baystate Wealth Management
Massachusetts
$770K +$11.6K +209 +2%
PFO
571
Pathstone Family Office
New Jersey
$761K -$235K -4,239 -24%
LNC
572
Lincoln National Corp
Pennsylvania
$759K -$1.19M -21,483 -62%
SBIA
573
Sheaff Brock Investment Advisors
Indiana
$758K -$11.1K -200 -1%
Marshall Wace
574
Marshall Wace
United Kingdom
$752K -$383K -6,907 -34%
NSEDCP
575
NJ State Employees Deferred Compensation Plan
New Jersey
$747K

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.