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1,026 hedge funds and large institutions have $36.5B invested in MetLife in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 354 increasing their positions, 435 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

28% more call options, than puts

Call options by funds: $496M | Put options by funds: $387M

0.24% less ownership

Funds ownership: 76.92%76.68% (-0.24%)

5% less funds holding

Funds holding: 1,0841,026 (-58)

11% less capital invested

Capital invested by funds: $40.9B → $36.5B (-$4.44B)

19% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 435

33% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 142

Holders
1,026
Holders Change
-58
Holders Change %
-5.35%
% of All Funds
23.52%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.41%
New
95
Increased
354
Reduced
435
Closed
142
Calls
$496M
Puts
$387M
Net Calls
+$109M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.42B +$65.4M +1,346,914 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.13B +$19.5M +401,174 +0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.23B -$264M -5,445,743 -10%
Dodge & Cox
4
Dodge & Cox
California
$2.09B +$287M +5,918,350 +15%
State Street
5
State Street
Massachusetts
$2.07B -$98.9M -2,037,558 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.96B +$761M +15,676,644 +58%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.2B +$283M +5,822,504 +29%
Franklin Resources
8
Franklin Resources
California
$1.15B -$28.1M -580,045 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.13B +$890K +18,347 +0.1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$607M +$48.4M +998,012 +8%
Bank of America
11
Bank of America
North Carolina
$576M -$819M -16,886,563 -57%
JP Morgan Chase
12
JP Morgan Chase
New York
$564M -$605M -12,469,054 -50%
EIP
13
Epoch Investment Partners
New York
$538M +$55.1M +1,136,376 +11%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$523M +$44.9M +924,576 +9%
Northern Trust
15
Northern Trust
Illinois
$504M -$18.5M -381,151 -3%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$499M +$147M +3,027,327 +39%
ClearBridge Investments
17
ClearBridge Investments
New York
$487M +$29.6M +609,815 +6%
Goldman Sachs
18
Goldman Sachs
New York
$402M -$40M -823,639 -9%
Ameriprise
19
Ameriprise
Minnesota
$396M -$39.2M -807,043 -9%
Deutsche Bank
20
Deutsche Bank
Germany
$384M -$95.6M -1,969,512 -19%
Invesco
21
Invesco
Georgia
$375M +$38.3M +788,928 +11%
Norges Bank
22
Norges Bank
Norway
$323M +$49.3M +1,016,482 +17%
UBS AM
23
UBS AM
Illinois
$301M +$36.2M +746,760 +13%
American Century Companies
24
American Century Companies
Missouri
$288M -$16.9M -349,083 -5%
Wells Fargo
25
Wells Fargo
California
$281M -$8.14M -167,670 -3%

MET Hedge Fund Activity: Q1 2018 in Review

1,026 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q1 2018, worth a combined $36.5B — down 11% from $40.9B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of MET and 95 opened new positions — a net loss of 47 holders — while 435 trimmed existing stakes and 354 added.

The largest buyer was Fidelity Investments, adding an estimated $761M. The largest seller was Bank of America, cutting an estimated $819M.

  • 1,026 institutional investors held MetLife (MET) as of Q1 2018, down from 1,084 in Q4 2017.
  • Funds reported $36.5B of MetLife stock for Q1 2018, down 11% quarter-over-quarter.
  • 95 funds opened new MetLife positions in Q1 2018 and 142 closed out, a net change of -47 holders.
  • The largest MetLife buyer in Q1 2018 was Fidelity Investments, an estimated $761M added.
  • The largest MetLife seller in Q1 2018 was Bank of America, an estimated $819M sold.

Based on aggregated 13F filings for Q1 2018.