We are live on ! Find out more

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
BA
751
BKS Advisors
Michigan
$277K +$76.1K +1,568 +35%
RA
752
RFG Advisory
Alabama
$275K -$26.2K -540 -8%
FBC
753
Fairfield, Bush & Co
Connecticut
$275K -$7.28K -150 -2%
GT
754
Greenleaf Trust
Michigan
$273K +$233K +4,799 +418%
HFS
755
HL Financial Services
Kentucky
$265K -$39.1K -805 -12%
HC
756
Henshaw Capital
Massachusetts
$262K +$2.33K +48 +0.8%
MC
757
Menta Capital
California
$262K -$102K -2,100 -27%
FB
758
Fulton Bank
Pennsylvania
$261K -$6.99K -144 -2%
Mackenzie Financial
759
Mackenzie Financial
Ontario, Canada
$260K +$274K +5,656 New
BHWM
760
Bar Harbor Wealth Management
New Hampshire
$258K -$7.28K -150 -3%
CPA
761
Cowen Prime Advisors
New York
$255K -$131K -2,700 -33%
PL
762
Perpetual Ltd
Australia
$255K
BFG
763
Beacon Financial Group
Texas
$254K -$18.3K -378 -6%
CPA
764
Clear Perspective Advisors
Illinois
$252K +$54.1K +1,115 +26%
BWA
765
BDO Wealth Advisors
Florida
$251K -$280K -5,778 -51%
AAM
766
American Asset Management
Florida
$250K -$66.8K -1,376 -20%
MHS
767
M Holdings Securities
Oregon
$248K -$78.7K -1,622 -23%
GRP
768
Global Retirement Partners
California
$248K +$13.7K +282 +6%
B
769
Bridgeworth
Alabama
$248K +$265K +5,468 New
WAM
770
Wealthspire Advisors (Maryland)
Maryland
$247K +$1.94K +40 +0.7%
IWA
771
Intercontinental Wealth Advisors
Texas
$244K -$5.09K -105 -2%
PCMC
772
Paragon Capital Management (Colorado)
Colorado
$244K +$26.2K +540 +11%
HIC
773
Holderness Investments Company
North Carolina
$242K
CA
774
Calton & Associates
Florida
$241K -$30.3K -625 -11%
CCM
775
Catawba Capital Management
Virginia
$241K

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.