We are live on ! Find out more

944 hedge funds and large institutions have $42.7B invested in MetLife in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 393 increasing their positions, 359 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 359

0.78% less ownership

Funds ownership: 84.82%84.04% (-0.78%)

5% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 78

2% less funds holding

Funds holding: 961944 (-17)

9% less capital invested

Capital invested by funds: $46.8B → $42.7B (-$4.07B)

10% less funds holding in top 10

Funds holding in top 10: 4137 (-4)

19% less call options, than puts

Call options by funds: $691M | Put options by funds: $855M

Holders
944
Holders Change
-17
Holders Change %
-1.77%
% of All Funds
25.16%
Holding in Top 10
37
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-9.76%
% of All Funds
0.99%
New
74
Increased
393
Reduced
359
Closed
78
Calls
$691M
Puts
$855M
Net Calls
-$164M
Net Calls Change
-$226M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B +$107M +2,387,300 +4%
State Street
2
State Street
Massachusetts
$2.37B -$148M -3,301,903 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.84B -$13M -290,233 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.59B -$663M -14,760,884 -29%
BIT
5
BlackRock Institutional Trust
California
$1.48B +$2.94M +65,403 +0.2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.42B +$84.3M +1,875,797 +6%
Dodge & Cox
7
Dodge & Cox
California
$1.41B +$388M +8,630,480 +38%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.39B -$38.5M -856,308 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.34B -$185M -4,113,054 -12%
Franklin Resources
10
Franklin Resources
California
$1.27B +$174M +3,871,616 +16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$871M -$144M -3,203,715 -14%
Northern Trust
12
Northern Trust
Illinois
$798M -$28.3M -630,623 -3%
Allianz Asset Management
13
Allianz Asset Management
Germany
$724M +$16.5M +367,156 +2%
BFA
14
BlackRock Fund Advisors
California
$545M -$39.7M -884,438 -7%
Deutsche Bank
15
Deutsche Bank
Germany
$533M +$63.3M +1,408,026 +14%
BTS
16
BB&T Securities
Virginia
$499M -$1.02M -22,724 -2%
BG
17
BlackRock Group
United Kingdom
$493M -$5.03M -112,027 -1%
ClearBridge Investments
18
ClearBridge Investments
New York
$491M -$6.62M -147,318 -1%
Ameriprise
19
Ameriprise
Minnesota
$487M +$98.1M +2,183,706 +25%
TCIM
20
TIAA CREF Investment Management
New York
$472M +$12.4M +276,988 +3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$448M +$8.19M +182,212 +2%
BA
22
BlackRock Advisors
Delaware
$433M -$45.5M -1,012,035 -10%
Goldman Sachs
23
Goldman Sachs
New York
$431M +$27.1M +602,703 +7%
CS
24
Credit Suisse
Switzerland
$404M +$125M +2,785,670 +45%
FTCM
25
Fir Tree Capital Management
New York
$389M +$213M +4,744,340 +122%

MET Hedge Fund Activity: Q1 2015 in Review

944 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q1 2015, worth a combined $42.7B — down 8.7% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of MET and 74 opened new positions — a net loss of 4 holders — while 359 trimmed existing stakes and 393 added.

The largest buyer was Dodge & Cox, adding an estimated $388M. The largest seller was Fidelity Investments, cutting an estimated $663M.

  • 944 institutional investors held MetLife (MET) as of Q1 2015, down from 961 in Q4 2014.
  • Funds reported $42.7B of MetLife stock for Q1 2015, down 8.7% quarter-over-quarter.
  • 74 funds opened new MetLife positions in Q1 2015 and 78 closed out, a net change of -4 holders.
  • The largest MetLife buyer in Q1 2015 was Dodge & Cox, an estimated $388M added.
  • The largest MetLife seller in Q1 2015 was Fidelity Investments, an estimated $663M sold.

Based on aggregated 13F filings for Q1 2015.