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1,031 hedge funds and large institutions have $33.7B invested in MetLife in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 350 increasing their positions, 441 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 73

0% more funds holding

Funds holding: 1,0271,031 (+4)

0.22% more ownership

Funds ownership: 76.68%76.9% (+0.22%)

7% less call options, than puts

Call options by funds: $314M | Put options by funds: $338M

8% less capital invested

Capital invested by funds: $36.5B → $33.7B (-$2.81B)

21% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 441

56% less funds holding in top 10

Funds holding in top 10: 188 (-10)

Holders
1,031
Holders Change
+4
Holders Change %
+0.39%
% of All Funds
23.6%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.18%
New
86
Increased
350
Reduced
441
Closed
73
Calls
$314M
Puts
$338M
Net Calls
-$24.3M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
951
MV Capital Management
Maryland
$13K +$2.7K +58 +24%
BWP
952
Baldwin Wealth Partners
Massachusetts
$13K +$14K +300 New
PS
953
Portfolio Strategies
New York
$12K -$8.16K -175 -39%
LWA
954
Lenox Wealth Advisors
New York
$12K -$3.17K -68 -20%
BFC
955
Bedel Financial Consulting
Indiana
$12K
LWCFA
956
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K
FMTCOCP
957
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$3.5K +75 +38%
TAIM
958
TD Ameritrade Investment Management
Nebraska
$12K +$12.5K +268 New
VCM
959
Versant Capital Management
Arizona
$11K -$6.15K -132 -33%
MWM
960
Mascoma Wealth Management
New Hampshire
$11K
Barrow, Hanley, Mewhinney & Strauss
961
Barrow, Hanley, Mewhinney & Strauss
Texas
$11K +$2.19K +47 +22%
BWM
962
Baystate Wealth Management
Massachusetts
$11K +$3.17K +68 +37%
CAW
963
Cornerstone Advisors (Washington)
Washington
$11K +$3.22K +69 +39%
PW
964
Price Wealth
Texas
$11K +$7.97K +171 +228%
VIA
965
Vantage Investment Advisors
Pennsylvania
$10K -$27.6K -592 -72%
Carson Wealth (CWM LLC)
966
Carson Wealth (CWM LLC)
Nebraska
$10K -$326 -7 -3%
BWA
967
Burt Wealth Advisors
Maryland
$10K
SIM
968
Sonora Investment Management
Arizona
$10K
TIM
969
Tortoise Investment Management
New York
$10K
WAS
970
Winch Advisory Services
Wisconsin
$10K +$93 +2 +0.9%
M
971
MOTCO
Texas
$9K -$82.5K -1,770 -90%
EA
972
Edge Advisors
Georgia
$9K -$46.6K -1,000 -82%
FWM
973
Focused Wealth Management
New York
$9K
JWA
974
JFS Wealth Advisors
Pennsylvania
$9K
SGAM
975
Smith Group Asset Management
Texas
$8K -$932 -20 -10%

MET Hedge Fund Activity: Q2 2018 in Review

1,031 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q2 2018, worth a combined $33.7B — down 7.7% from $36.5B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new MET positions and 73 closed out — a net gain of 13 holders — while 350 added to existing stakes and 441 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $217M. The largest seller was American Century Companies, cutting an estimated $196M.

  • 1,031 institutional investors held MetLife (MET) as of Q2 2018, up from 1,027 in Q1 2018.
  • Funds reported $33.7B of MetLife stock for Q2 2018, down 7.7% quarter-over-quarter.
  • 86 funds opened new MetLife positions in Q2 2018 and 73 closed out, a net change of +13 holders.
  • The largest MetLife buyer in Q2 2018 was T. Rowe Price Associates, an estimated $217M added.
  • The largest MetLife seller in Q2 2018 was American Century Companies, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2018.