We are live on ! Find out more

903 hedge funds and large institutions have $45.8B invested in MetLife in 2013 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 319 increasing their positions, 366 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 59

22% more call options, than puts

Call options by funds: $741M | Put options by funds: $608M

18% more funds holding in top 10

Funds holding in top 10: 5160 (+9)

16% more capital invested

Capital invested by funds: $39.6B → $45.8B (+$6.15B)

6% more funds holding

Funds holding: 849903 (+54)

1.62% less ownership

Funds ownership: 85.56%83.94% (-1.6%)

13% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 366

Holders
903
Holders Change
+54
Holders Change %
+6.36%
% of All Funds
26.21%
Holding in Top 10
60
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.65%
% of All Funds
1.74%
New
121
Increased
319
Reduced
366
Closed
59
Calls
$741M
Puts
$608M
Net Calls
+$133M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.8B +$393M +8,775,870 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.57B +$108M +2,412,789 +5%
State Street
3
State Street
Massachusetts
$2.54B +$34.6M +771,749 +1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.56B +$34.3M +765,576 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.51B +$875K +19,518 +0.1%
BIT
6
BlackRock Institutional Trust
California
$1.46B -$9.03M -201,537 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.26B -$40.5M -903,118 -3%
Northern Trust
8
Northern Trust
Illinois
$889M +$2.22M +49,504 +0.3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$883M -$12.4M -275,720 -1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$826M +$45.1M +1,005,190 +6%
Allianz Asset Management
11
Allianz Asset Management
Germany
$810M +$297M +6,615,576 +65%
Franklin Resources
12
Franklin Resources
California
$791M +$14.6M +326,267 +2%
Dodge & Cox
13
Dodge & Cox
California
$788M -$21.8M -487,173 -3%
BTS
14
BB&T Securities
Virginia
$559M -$3.35M -74,676 -6%
BFA
15
BlackRock Fund Advisors
California
$511M +$13.7M +305,312 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$481M +$8.81M +196,479 +2%
Deutsche Bank
17
Deutsche Bank
Germany
$456M -$47.1M -1,051,352 -10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$449M +$20.4M +454,972 +5%
ClearBridge Investments
19
ClearBridge Investments
New York
$442M -$37M -825,315 -8%
TCIM
20
TIAA CREF Investment Management
New York
$441M -$13.9M -310,686 -3%
Ameriprise
21
Ameriprise
Minnesota
$421M -$147M -3,280,562 -27%
American Century Companies
22
American Century Companies
Missouri
$418M +$9.03M +201,349 +2%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$414M +$14.8M +330,574 +4%
WRF
24
Waddell & Reed Financial
Kansas
$410M +$181M +4,033,175 +89%
BG
25
BlackRock Group
United Kingdom
$400M +$8.43M +188,040 +2%

MET Hedge Fund Activity: Q4 2013 in Review

903 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q4 2013, worth a combined $45.8B — up 16% from $39.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MET positions and 59 closed out — a net gain of 62 holders — while 319 added to existing stakes and 366 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $393M. The largest seller was Edge Asset Management, cutting an estimated $149M.

  • 903 institutional investors held MetLife (MET) as of Q4 2013, up from 849 in Q3 2013.
  • Funds reported $45.8B of MetLife stock for Q4 2013, up 16% quarter-over-quarter.
  • 121 funds opened new MetLife positions in Q4 2013 and 59 closed out, a net change of +62 holders.
  • The largest MetLife buyer in Q4 2013 was Fidelity Investments, an estimated $393M added.
  • The largest MetLife seller in Q4 2013 was Edge Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q4 2013.