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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
PFO
926
Pathstone Family Office
New Jersey
$22K +$23.4K +483 New
ECM
927
Estabrook Capital Management
New York
$21.9K +$3.79K +78 +20%
RE
928
RBC Europe
United Kingdom
$21.8K
PMFA
929
Plante Moran Financial Advisors
Michigan
$21K -$31.2K -643 -58%
EARNEST Partners
930
EARNEST Partners
Georgia
$21K
PGWM
931
Parisi Gray Wealth Management
New Jersey
$21K
PS
932
Portfolio Strategies
New York
$21K
APSP
933
Asset Planning Services (Pennsylvania)
Pennsylvania
$20K -$1.36K -28 -6%
MWM
934
MinichMacGregor Wealth Management
New York
$20K +$1.99K +41 +10%
CA
935
Centerpoint Advisors
Massachusetts
$20K +$2.91K +60 +16%
TL
936
TrueWealth LLC
Georgia
$19K +$582 +12 +3%
TFO
937
Tarbox Family Office
California
$19K +$631 +13 +3%
FC
938
Ferris Capital
Massachusetts
$19K +$20.5K +423 New
VCM
939
Versant Capital Management
Arizona
$18K -$6.36K -131 -25%
SIA
940
SeaBridge Investment Advisors
New Jersey
$18K
AF
941
Allworth Financial
California
$18K +$97 +2 +0.5%
PCP
942
Proficio Capital Partners
Massachusetts
$18K +$8.64K +178 +85%
LGWM
943
Litman Gregory Wealth Management
California
$18K +$19.4K +400 New
FBT
944
First Bank & Trust
South Dakota
$17K
HCM
945
Highlander Capital Management
New Jersey
$17K
RFM
946
Royal Fund Management
Florida
$17K +$10.4K +215 +129%
AP
947
Arlington Partners
Alabama
$17K +$18.4K +380 New
LWM
948
Lenox Wealth Management
Ohio
$15K
TCM
949
Tradewinds Capital Management
Washington
$15K
LWA
950
Lenox Wealth Advisors
New York
$15K +$12.2K +251 +292%

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.