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MetLife

1,120 hedge funds and large institutions have $38.7B invested in MetLife in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 399 increasing their positions, 421 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 67

4% more funds holding

Funds holding: 1,0791,120 (+41)

5% less capital invested

Capital invested by funds: $40.7B → $38.7B (-$1.95B)

5% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 421

1.76% less ownership

Funds ownership: 75.76%74% (-1.8%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

43% less call options, than puts

Call options by funds: $385M | Put options by funds: $673M

Holders
1,120
Holders Change
+41
Holders Change %
+3.8%
% of All Funds
19.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.26%
New
121
Increased
399
Reduced
421
Closed
67
Calls
$385M
Puts
$673M
Net Calls
-$288M
Net Calls Change
-$79.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
1001
IAG Wealth Partners
Wisconsin
$27K +$23.2K +366 +458%
PWP
1002
Personal Wealth Partners
Minnesota
$27K +$28.5K +450 New
CYG
1003
Clean Yield Group
Vermont
$27K +$28.8K +455 New
PA
1004
Perennial Advisors
New York
$26K
PFPT
1005
Pinnacle Financial Partners (Tennessee)
Tennessee
$26K +$27.9K +440 New
PWA
1006
Pinnacle Wealth Advisors
Tennessee
$26K +$27.9K +440 New
ZB
1007
Zions Bancorporation
Utah
$25K -$62.6K -988 -70%
RMC
1008
Resources Management Corp
Connecticut
$25K
TH
1009
TCTC Holdings
Texas
$24K
SFP
1010
Sterling Financial Planning
New Jersey
$24K +$190 +3 +0.7%
HWMA
1011
Heritage Wealth Management (Arizona)
Arizona
$23K -$2.22M -35,031 -99%
NFSG
1012
Newbridge Financial Services Group
Florida
$23K +$8.18K +129 +52%
DI
1013
Disciplined Investments
Oklahoma
$23K +$22.8K +360 +1,161%
FBT
1014
First Bank & Trust
South Dakota
$22K
CWA
1015
Clearview Wealth Advisors
Oregon
$22K +$22.8K +360 New
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$1.9K +30 +10%
CPFP
1017
Clear Perspectives Financial Planning
Ohio
$21K +$22.2K +350 New
Jones Financial Companies
1018
Jones Financial Companies
Missouri
$20K -$951 -15 -4%
KFI
1019
Key Financial Inc
Pennsylvania
$20K
CHA
1020
Carmichael Hill & Associates
Maryland
$18K -$697 -11 -3%
AA
1021
Addison Advisors
Vermont
$18K +$19.3K +305 New
WPA
1022
West Paces Advisors
Georgia
$17.4K
CTB
1023
Country Trust Bank
Illinois
$17K +$6.02K +95 +50%
TCM
1024
Tradewinds Capital Management
Washington
$16K -$3.04K -48 -15%
BFC
1025
Bedel Financial Consulting
Indiana
$16K

MET Hedge Fund Activity: Q2 2021 in Review

1,120 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q2 2021, worth a combined $38.7B — down 4.8% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MET positions and 67 closed out — a net gain of 54 holders — while 399 added to existing stakes and 421 trimmed.

The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Fidelity Investments, cutting an estimated $603M.

  • 1,120 institutional investors held MetLife (MET) as of Q2 2021, up from 1,079 in Q1 2021.
  • Funds reported $38.7B of MetLife stock for Q2 2021, down 4.8% quarter-over-quarter.
  • 121 funds opened new MetLife positions in Q2 2021 and 67 closed out, a net change of +54 holders.
  • The largest MetLife buyer in Q2 2021 was BlackRock, an estimated $367M added.
  • The largest MetLife seller in Q2 2021 was Fidelity Investments, an estimated $603M sold.

Based on aggregated 13F filings for Q2 2021.