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MetLife

980 hedge funds and large institutions have $25.4B invested in MetLife in 2020 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 320 increasing their positions, 402 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 83

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

20% more capital invested

Capital invested by funds: $21.1B → $25.4B (+$4.26B)

2% more funds holding

Funds holding: 962980 (+18)

1.15% more ownership

Funds ownership: 75.46%76.61% (+1.2%)

0% more call options, than puts

Call options by funds: $461M | Put options by funds: $460M

20% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 402

Holders
980
Holders Change
+18
Holders Change %
+1.87%
% of All Funds
20.09%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.23%
New
113
Increased
320
Reduced
402
Closed
83
Calls
$461M
Puts
$460M
Net Calls
+$1.28M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
726
Wealthspire Advisors (Maryland)
Maryland
$215K -$33.8K -972 -14%
CG
727
Caprock Group
Idaho
$214K +$204K +5,854 New
WSC
728
Wellington Shields & Co
New York
$213K +$203K +5,841 New
GC
729
Gilbert & Cook
Iowa
$211K +$201K +5,764 New
KCM
730
Kendall Capital Management
Maryland
$211K +$202K +5,790 New
PTP
731
Platform Technology Partners
New York
$209K +$199K +5,713 New
EF
732
Empirical Finance
Pennsylvania
$209K +$200K +5,736 New
WA
733
Wealth Alliance
New York
$208K +$198K +5,682 New
BMA
734
Brooks Moore & Associates
Tennessee
$208K +$198K +5,690 New
BFA
735
Bragg Financial Advisors
North Carolina
$208K +$199K +5,705 New
AFS
736
Axiom Financial Strategies
Indiana
$207K +$197K +5,673 New
AF
737
Aldebaran Financial
$206K -$285K -8,200 -59%
MG
738
Mather Group
Illinois
$206K +$196K +5,642 New
BPA
739
Beacon Pointe Advisors
California
$205K +$197K +5,653 New
PL
740
Perpetual Ltd
Australia
$203K +$193K +5,555 New
FFS
741
Founders Financial Securities
Maryland
$201K +$191K +5,491 New
NSIM
742
North Star Investment Management
Illinois
$198K
GFPC
743
Global Financial Private Capital
Florida
$189K +$4.18K +120 +2%
CAGAS
744
Capital Advisory Group Advisory Services
Minnesota
$179K +$160K +4,593 +1,531%
GRP
745
Global Retirement Partners
California
$178K +$37.6K +1,079 +29%
JSC
746
Jackson Square Capital
California
$177K +$169K +4,857 New
M
747
Mirova
France
$176K -$4.59K -132 -3%
APA
748
American Portfolios Advisors
New York
$175K +$278 +8 +0.2%
IAIM
749
International Assets Investment Management
Florida
$174K -$75.9K -2,180 -5%
First Manhattan
750
First Manhattan
New York
$172K +$27.1K +778 +20%

MET Hedge Fund Activity: Q2 2020 in Review

980 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q2 2020, worth a combined $25.4B — up 20% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MET positions and 83 closed out — a net gain of 30 holders — while 320 added to existing stakes and 402 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $340M. The largest seller was Fidelity Investments, cutting an estimated $159M.

  • 980 institutional investors held MetLife (MET) as of Q2 2020, up from 962 in Q1 2020.
  • Funds reported $25.4B of MetLife stock for Q2 2020, up 20% quarter-over-quarter.
  • 113 funds opened new MetLife positions in Q2 2020 and 83 closed out, a net change of +30 holders.
  • The largest MetLife buyer in Q2 2020 was T. Rowe Price Associates, an estimated $340M added.
  • The largest MetLife seller in Q2 2020 was Fidelity Investments, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2020.