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1,011 hedge funds and large institutions have $36B invested in MetLife in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 342 increasing their positions, 438 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

7% more capital invested

Capital invested by funds: $33.7B → $36B (+$2.38B)

0.61% more ownership

Funds ownership: 76.9%77.51% (+0.61%)

4% less call options, than puts

Call options by funds: $374M | Put options by funds: $390M

9% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 76

2% less funds holding

Funds holding: 1,0301,011 (-19)

22% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 438

Holders
1,011
Holders Change
-19
Holders Change %
-1.84%
% of All Funds
23.11%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
69
Increased
342
Reduced
438
Closed
76
Calls
$374M
Puts
$390M
Net Calls
-$15.8M
Net Calls Change
+$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
VCM
927
Versant Capital Management
Arizona
$13K +$868 +19 +7%
JWA
928
JFS Wealth Advisors
Pennsylvania
$13K +$3.29K +72 +36%
BAM
929
Barrett Asset Management
New York
$13K +$13.2K +288 New
RMAM
930
Raab & Moskowitz Asset Management
New Jersey
$13K +$13.3K +292 New
MWM
931
Mascoma Wealth Management
New Hampshire
$12K
NCM
932
Nelson Capital Management
California
$12K +$4.57K +100 +67%
PCP
933
Proficio Capital Partners
Massachusetts
$11K -$2.51K -55 -18%
Barrow, Hanley, Mewhinney & Strauss
934
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K -$823 -18 -7%
BFC
935
Bedel Financial Consulting
Indiana
$11K
BWA
936
Burt Wealth Advisors
Maryland
$11K
TIM
937
Tortoise Investment Management
New York
$11K
WAS
938
Winch Advisory Services
Wisconsin
$11K +$91 +2 +0.9%
BWL
939
Bogart Wealth LLC
Virginia
$11K +$2.51K +55 +30%
HS
940
Horan Securities
United States
$11K +$5.03K +110 +74%
RA
941
Rational Advisors
New York
$10K -$143K -3,136 -93%
VIA
942
Vantage Investment Advisors
Pennsylvania
$10K -$640 -14 -6%
NIM
943
NuWave Investment Management
New Jersey
$10K +$8.64K +189 +591%
AWM
944
Aevitas Wealth Management
Massachusetts
$9K -$38.7K -848 -81%
FMTCOCP
945
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$3.43K -75 -27%
BWM
946
Baystate Wealth Management
Massachusetts
$9K -$2.97K -65 -26%
FWM
947
Focused Wealth Management
New York
$9K
M
948
MOTCO
Texas
$9K
BCM
949
Brasada Capital Management
Texas
$9K +$9.09K +199 New
WCM
950
Whitener Capital Management
North Carolina
$9K +$9.14K +200 New

MET Hedge Fund Activity: Q3 2018 in Review

1,011 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q3 2018, worth a combined $36B — up 7.1% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MET and 69 opened new positions — a net loss of 7 holders — while 438 trimmed existing stakes and 342 added.

The largest buyer was Fidelity Investments, adding an estimated $263M. The largest seller was Deutsche Bank, cutting an estimated $179M.

  • 1,011 institutional investors held MetLife (MET) as of Q3 2018, down from 1,030 in Q2 2018.
  • Funds reported $36B of MetLife stock for Q3 2018, up 7.1% quarter-over-quarter.
  • 69 funds opened new MetLife positions in Q3 2018 and 76 closed out, a net change of -7 holders.
  • The largest MetLife buyer in Q3 2018 was Fidelity Investments, an estimated $263M added.
  • The largest MetLife seller in Q3 2018 was Deutsche Bank, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2018.