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MetLife

1,211 hedge funds and large institutions have $32.7B invested in MetLife in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 415 increasing their positions, 513 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 72.77%72.94% (+0.17%)

1% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.22B

8% less funds holding

Funds holding: 1,3141,211 (-103)

19% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 513

22% less capital invested

Capital invested by funds: $42.1B → $32.7B (-$9.39B)

46% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 161

62% less funds holding in top 10

Funds holding in top 10: 218 (-13)

Holders
1,211
Holders Change
-103
Holders Change %
-7.84%
% of All Funds
19.3%
Holding in Top 10
8
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-61.9%
% of All Funds
0.13%
New
87
Increased
415
Reduced
513
Closed
161
Calls
$1.21B
Puts
$1.22B
Net Calls
-$7.33M
Net Calls Change
+$382M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
826
Credit Agricole
France
$304K +$228K +3,381 +180%
JF
827
Joule Financial
Kentucky
$304K +$16.9K +251 +5%
IUHSA
828
Itau Unibanco Holding S.A.
Brazil
$303K +$204K +3,025 +138%
ZF
829
Zhang Financial
Michigan
$301K -$11.4K -169 -3%
HI
830
Harbour Investments
Wisconsin
$300K -$6.28K -93 -2%
NFG
831
Nations Financial Group
Iowa
$299K -$9.65K -143 -3%
NSIM
832
North Star Investment Management
Illinois
$296K -$1.96K -29 -0.6%
NAS
833
Nicolet Advisory Services
Wisconsin
$294K +$336K +4,974 New
SMC
834
Smith, Moore & Co
Missouri
$293K -$26.5K -392 -7%
SCM
835
Shelton Capital Management
Colorado
$293K +$47K +697 +16%
TPWA
836
TRUE Private Wealth Advisors
Oregon
$293K -$6.88K -102 -2%
HVIA
837
Hudson Valley Investment Advisors
New York
$293K -$6.75K -100 -2%
SIA
838
Strategic Investment Advisors
Michigan
$291K -$1.79M -26,510 -84%
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$290K -$35.6K -528 -10%
KA
840
Kearns & Associates
California
$290K
TFM
841
TFC Financial Management
Massachusetts
$289K +$49.9K +740 +17%
IWC
842
Integrated Wealth Concepts
Massachusetts
$289K +$87.9K +1,303 +35%
MAA
843
Mraz Amerine & Associates
California
$285K -$43.9K -650 -12%
DBT
844
Dubuque Bank & Trust
Iowa
$283K -$1.01K -15 -0.3%
MHS
845
M Holdings Securities
Oregon
$281K +$90.7K +1,344 +38%
SFI
846
SPC Financial Inc
Maryland
$281K +$6.82K +101 +2%
LC
847
Lindbrook Capital
California
$280K -$89.9K -1,332 -22%
SVWAG
848
Sound View Wealth Advisors Group
Georgia
$280K -$40.5K -600 -11%
PTC
849
Petrus Trust Company
Texas
$279K +$325K +4,819 New
AF
850
Advisornet Financial
Minnesota
$278K -$6.28K -93 -2%

MET Hedge Fund Activity: Q1 2023 in Review

1,211 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q1 2023, worth a combined $32.7B — down 22% from $42.1B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of MET and 87 opened new positions — a net loss of 74 holders — while 513 trimmed existing stakes and 415 added.

The largest buyer was Vanguard Group, adding an estimated $316M. The largest seller was Barclays, cutting an estimated $171M.

  • 1,211 institutional investors held MetLife (MET) as of Q1 2023, down from 1,314 in Q4 2022.
  • Funds reported $32.7B of MetLife stock for Q1 2023, down 22% quarter-over-quarter.
  • 87 funds opened new MetLife positions in Q1 2023 and 161 closed out, a net change of -74 holders.
  • The largest MetLife buyer in Q1 2023 was Vanguard Group, an estimated $316M added.
  • The largest MetLife seller in Q1 2023 was Barclays, an estimated $171M sold.

Based on aggregated 13F filings for Q1 2023.