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MetLife

1,037 hedge funds and large institutions have $44.9B invested in MetLife in 2016 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 340 increasing their positions, 418 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 72

81% more funds holding in top 10

Funds holding in top 10: 2138 (+17)

54% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $931M

22% more capital invested

Capital invested by funds: $36.7B → $44.9B (+$8.16B)

8% more funds holding

Funds holding: 9621,037 (+75)

0.25% more ownership

Funds ownership: 84.92%85.17% (+0.25%)

19% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 418

Holders
1,037
Holders Change
+75
Holders Change %
+7.8%
% of All Funds
25.93%
Holding in Top 10
38
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+80.95%
% of All Funds
0.95%
New
163
Increased
340
Reduced
418
Closed
72
Calls
$1.43B
Puts
$931M
Net Calls
+$502M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
976
Israel Discount Bank of New York
New York
$16K +$15.5K +337 New
LYV
977
Live Your Vision
Pennsylvania
$15K
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K
IWA
979
IBEX Wealth Advisors
New Jersey
$15K +$14.3K +312 New
SGAM
980
Smith Group Asset Management
Texas
$14K -$505 -11 -4%
BWP
981
Baldwin Wealth Partners
Massachusetts
$14K
JWA
982
JFS Wealth Advisors
Pennsylvania
$14K
GI
983
Gradient Investments
Minnesota
$13K +$2.2K +48 +23%
BWA
984
Burt Wealth Advisors
Maryland
$12K
IP
985
Isthmus Partners
Wisconsin
$12K +$4.22K +92 +61%
AIL
986
AGF Investments LLC
Ontario, Canada
$12K +$10.9K +238 New
MWM
987
Mascoma Wealth Management
New Hampshire
$11K +$10.3K +224 New
TC
988
Trust Company
Kansas
$11K +$10.3K +224 New
BWM
989
Baystate Wealth Management
Massachusetts
$11K +$10.7K +233 New
RBC
990
Roble Belko & Company
Pennsylvania
$10K +$9.22K +201 New
JFA
991
JNBA Financial Advisors
Minnesota
$9K -$182K -3,974 -95%
HR
992
Howe & Rusling
New York
$9K -$16.2K -354 -65%
WC
993
Whitnell & Co
Illinois
$9K
VCM
994
Versant Capital Management
Arizona
$9K +$46 +1 +0.5%
CAW
995
Cornerstone Advisors (Washington)
Washington
$9K +$7.06K +154 +358%
ACM
996
AUA Capital Management
Pennsylvania
$9K +$8.53K +186 New
SIAP
997
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$8.94K +195 New
MCM
998
MV Capital Management
Maryland
$8K -$191K -4,161 -96%
PG
999
Patten Group
Tennessee
$8K
TIM
1000
Tortoise Investment Management
New York
$8K +$1.1K +24 +17%

MET Hedge Fund Activity: Q4 2016 in Review

1,037 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q4 2016, worth a combined $44.9B — up 22% from $36.7B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new MET positions and 72 closed out — a net gain of 91 holders — while 340 added to existing stakes and 418 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $346M. The largest seller was Deutsche Bank, cutting an estimated $207M.

  • 1,037 institutional investors held MetLife (MET) as of Q4 2016, up from 962 in Q3 2016.
  • Funds reported $44.9B of MetLife stock for Q4 2016, up 22% quarter-over-quarter.
  • 163 funds opened new MetLife positions in Q4 2016 and 72 closed out, a net change of +91 holders.
  • The largest MetLife buyer in Q4 2016 was Wellington Management Group, an estimated $346M added.
  • The largest MetLife seller in Q4 2016 was Deutsche Bank, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2016.