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1,011 hedge funds and large institutions have $36B invested in MetLife in 2018 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 342 increasing their positions, 438 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

7% more capital invested

Capital invested by funds: $33.7B → $36B (+$2.38B)

0.61% more ownership

Funds ownership: 76.9%77.51% (+0.61%)

4% less call options, than puts

Call options by funds: $374M | Put options by funds: $390M

9% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 76

2% less funds holding

Funds holding: 1,0301,011 (-19)

22% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 438

Holders
1,011
Holders Change
-19
Holders Change %
-1.84%
% of All Funds
23.11%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.3%
New
69
Increased
342
Reduced
438
Closed
76
Calls
$374M
Puts
$390M
Net Calls
-$15.8M
Net Calls Change
+$8.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.35B -$26.9M -588,470 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.1B -$99.3M -2,172,993 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.45B +$263M +5,760,379 +12%
State Street
4
State Street
Massachusetts
$2.24B +$25.5M +558,965 +1%
Dodge & Cox
5
Dodge & Cox
California
$2.16B -$8.8M -192,600 -0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.07B -$131M -2,870,264 -6%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.37B -$65.3M -1,429,422 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.1B -$43.4M -950,508 -4%
Franklin Resources
9
Franklin Resources
California
$956M -$170M -3,722,254 -15%
JP Morgan Chase
10
JP Morgan Chase
New York
$702M +$18.3M +400,555 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$602M -$5.96M -130,460 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$539M +$1.8M +39,493 +0.3%
Bank of America
13
Bank of America
North Carolina
$530M -$12.4M -271,610 -2%
ClearBridge Investments
14
ClearBridge Investments
New York
$518M +$27.2M +595,175 +6%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$509M +$16.6M +363,066 +3%
Northern Trust
16
Northern Trust
Illinois
$491M -$10.1M -220,550 -2%
Invesco
17
Invesco
Georgia
$452M +$14.8M +324,262 +3%
EIP
18
Epoch Investment Partners
New York
$403M +$202K +4,426 +0.1%
Pzena Investment Management
19
Pzena Investment Management
New York
$396M +$7.1M +155,350 +2%
Ameriprise
20
Ameriprise
Minnesota
$387M +$34.3M +749,850 +11%
Norges Bank
21
Norges Bank
Norway
$300M -$44.9M -983,387 -13%
UBS AM
22
UBS AM
Illinois
$297M -$2.51M -54,911 -0.9%
Barclays
23
Barclays
United Kingdom
$283M +$159M +3,481,032 +135%
Morgan Stanley
24
Morgan Stanley
New York
$276M -$20.4M -447,083 -7%
Wells Fargo
25
Wells Fargo
California
$272M +$5.93M +129,758 +2%

MET Hedge Fund Activity: Q3 2018 in Review

1,011 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q3 2018, worth a combined $36B — up 7.1% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of MET and 69 opened new positions — a net loss of 7 holders — while 438 trimmed existing stakes and 342 added.

The largest buyer was Fidelity Investments, adding an estimated $263M. The largest seller was Deutsche Bank, cutting an estimated $179M.

  • 1,011 institutional investors held MetLife (MET) as of Q3 2018, down from 1,030 in Q2 2018.
  • Funds reported $36B of MetLife stock for Q3 2018, up 7.1% quarter-over-quarter.
  • 69 funds opened new MetLife positions in Q3 2018 and 76 closed out, a net change of -7 holders.
  • The largest MetLife buyer in Q3 2018 was Fidelity Investments, an estimated $263M added.
  • The largest MetLife seller in Q3 2018 was Deutsche Bank, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2018.