We are live on ! Find out more

1,260 hedge funds and large institutions have $36.3B invested in MetLife in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 395 increasing their positions, 514 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 76

14% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.25B

7% more funds holding

Funds holding: 1,1801,260 (+80)

6% more capital invested

Capital invested by funds: $34.4B → $36.3B (+$1.9B)

1.61% more ownership

Funds ownership: 72.58%74.19% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

23% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 514

Holders
1,260
Holders Change
+80
Holders Change %
+6.78%
% of All Funds
18.37%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
172
Increased
395
Reduced
514
Closed
76
Calls
$1.43B
Puts
$1.25B
Net Calls
+$177M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
801
Concurrent Investment Advisors
Florida
$363K +$344K +5,497 New
CHC
802
City Holding Co
West Virginia
$363K -$7.26K -116 -2%
PPWP
803
Premier Path Wealth Partners
New Jersey
$363K +$343K +5,488 New
P
804
Pitcairn
Pennsylvania
$360K -$5.13K -82 -1%
RIA
805
Richwood Investment Advisors
Ohio
$359K -$35.2K -562 -9%
SVWAG
806
Sound View Wealth Advisors Group
Georgia
$359K +$8.07K +129 +2%
EFS
807
Essex Financial Services
Connecticut
$358K -$14K -223 -4%
CI
808
CX Institutional
Indiana
$357K +$626 +10 +0.2%
AIM
809
Anchor Investment Management
South Carolina
$357K -$38.9K -622 -10%
MCM
810
McRae Capital Management
New Jersey
$356K -$25.8K -413 -7%
TI
811
Truepoint Inc
Ohio
$355K +$129K +2,063 +62%
ESB
812
Essex Savings Bank
Connecticut
$354K
IWC
813
Integrated Wealth Concepts
Massachusetts
$353K -$584K -9,336 -64%
EP
814
Edgestream Partners
New Jersey
$352K -$164K -2,616 -33%
IP
815
Ignite Planners
California
$350K -$67.5K -1,079 -17%
WI
816
Wedgewood Investors
Pennsylvania
$346K +$626 +10 +0.2%
ZF
817
Zhang Financial
Michigan
$345K +$2.06K +33 +0.6%
SB
818
Strategic Blueprint
Georgia
$342K -$18.5K -295 -5%
FAN
819
Financial Advisors Network
California
$338K +$1.81K +29 +0.6%
ITIM
820
Indiana Trust & Investment Management
Indiana
$332K -$33.5K -535 -10%
FMP
821
Financial Management Professionals
Texas
$332K +$28.4K +454 +10%
KA
822
Kearns & Associates
California
$331K
KA
823
KLCM Advisors
Wisconsin
$328K +$2.75K +44 +0.9%
NSIM
824
North Star Investment Management
Illinois
$326K -$11.3K -180 -4%
FA
825
Faithward Advisors
Pennsylvania
$325K +$50.4K +806 +20%