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1,180 hedge funds and large institutions have $34.4B invested in MetLife in 2023 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 420 increasing their positions, 455 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

34% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.07B

29% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 96

10% more capital invested

Capital invested by funds: $31.3B → $34.4B (+$3.14B)

1% more funds holding

Funds holding: 1,1701,180 (+10)

0.16% more ownership

Funds ownership: 72.42%72.58% (+0.16%)

8% less repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 455

Holders
1,180
Holders Change
+10
Holders Change %
+0.85%
% of All Funds
18.73%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.17%
New
124
Increased
420
Reduced
455
Closed
96
Calls
$1.43B
Puts
$1.07B
Net Calls
+$365M
Net Calls Change
+$363M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.67B -$60.6M -973,838 -2%
Dodge & Cox
2
Dodge & Cox
California
$3.38B -$29.5M -473,683 -0.9%
BlackRock
3
BlackRock
New York
$3.37B -$88.3M -1,417,735 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.29B +$17M +272,724 +0.8%
State Street
5
State Street
Massachusetts
$1.73B -$77.3M -1,241,110 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.62B -$255M -4,095,115 -14%
JP Morgan Chase
7
JP Morgan Chase
New York
$935M +$36.5M +585,916 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$740M +$3.59M +57,600 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$716M -$35.1M -564,205 -5%
Ameriprise
10
Ameriprise
Minnesota
$666M -$20.8M -333,940 -3%
Pzena Investment Management
11
Pzena Investment Management
New York
$636M +$341M +5,474,449 +118%
Norges Bank
12
Norges Bank
Norway
$469M +$12.3M +198,139 +3%
Northern Trust
13
Northern Trust
Illinois
$468M +$17.2M +276,364 +4%
Bank of America
14
Bank of America
North Carolina
$379M +$16.7M +268,158 +5%
Invesco
15
Invesco
Georgia
$367M +$1.08M +17,375 +0.3%
N
16
Nuveen
North Carolina
$335M +$8.59M +137,879 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$323M -$133M -2,128,682 -29%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$312M -$13.7M -220,492 -4%
Franklin Resources
19
Franklin Resources
California
$273M +$16.9M +272,104 +7%
ClearBridge Investments
20
ClearBridge Investments
New York
$265M -$8.09M -129,839 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$249M -$10.5M -168,496 -4%
Charles Schwab
22
Charles Schwab
California
$237M +$1.37M +22,031 +0.6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$234M +$30.8M +495,027 +15%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$211M +$17.9M +287,220 +9%
UBS AM
25
UBS AM
Illinois
$201M +$12.3M +196,706 +7%

MET Hedge Fund Activity: Q3 2023 in Review

1,180 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MetLife (MET) for Q3 2023, worth a combined $34.4B — up 10% from $31.3B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MET positions and 96 closed out — a net gain of 28 holders — while 420 added to existing stakes and 455 trimmed.

The largest buyer was Pzena Investment Management, adding an estimated $341M. The largest seller was Wellington Management Group, cutting an estimated $255M.

  • 1,180 institutional investors held MetLife (MET) as of Q3 2023, up from 1,170 in Q2 2023.
  • Funds reported $34.4B of MetLife stock for Q3 2023, up 10% quarter-over-quarter.
  • 124 funds opened new MetLife positions in Q3 2023 and 96 closed out, a net change of +28 holders.
  • The largest MetLife buyer in Q3 2023 was Pzena Investment Management, an estimated $341M added.
  • The largest MetLife seller in Q3 2023 was Wellington Management Group, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2023.