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MLU

METLIFE, INC. COM EQUITY UNIT

Delisted

MLU was delisted on the 7th of October, 2014.

63 hedge funds and large institutions have $1.03B invested in METLIFE, INC. COM EQUITY UNIT in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2% less funds holding

Funds holding: 6463 (-1)

5% less capital invested

Capital invested by funds: $1.09B → $1.03B (-$54.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
4
Increased
24
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$6.11M +$3.36M +110,916 +125%
WHG
27
Westwood Holdings Group
Texas
$5.94M -$218K -7,200 -4%
PG
28
PEAK6 Group
Illinois
$5.16M +$1.69M +55,701 +50%
SIM
29
SSI Investment Management
California
$4.48M +$85.3K +2,815 +2%
FCAM
30
F&C Asset Management
United Kingdom
$4.14M
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$3.92M +$3.87M +127,660 New
Goldman Sachs
32
Goldman Sachs
New York
$3.9M -$6.57M -216,718 -63%
KeyBank National Association
33
KeyBank National Association
Ohio
$3.72M +$1.42M +46,849 +63%
NIP
34
Nicholas Investment Partners
California
$3.58M -$2.28M -75,365 -39%
CL
35
CSS LLC
Illinois
$3.58M +$2.18M +71,896 +161%
STC
36
SEI Trust Company
Pennsylvania
$3.42M +$730K +24,100 +28%
AUIM
37
Aegon USA Investment Management
Iowa
$3.38M
CWM
38
Calamos Wealth Management
Illinois
$3.25M +$108K +3,572 +4%
LTI
39
Laffer Tengler Investments
Tennessee
$2.44M +$21.7K +715 +0.9%
DCM
40
Dinsmore Capital Management
New Jersey
$2M
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$1.84M
Citigroup
42
Citigroup
New York
$1.56M -$2.47M -81,505 -62%
RFC
43
Regions Financial Corp
Alabama
$1.4M
SB
44
Suntrust Banks
Georgia
$1.28M
Allianz Asset Management
45
Allianz Asset Management
Germany
$1.23M
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$977K
Neuberger Berman Group
47
Neuberger Berman Group
New York
$961K -$60.6K -2,000 -6%
ICM
48
Ionic Capital Management
New York
$864K +$853K +28,146 New
IGIM
49
I.G. Investment Management
Manitoba, Canada
$835K
TC
50
TFS Capital
Pennsylvania
$641K -$109K -3,613 -15%

MLU Hedge Fund Activity: Q1 2014 in Review

63 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in METLIFE, INC. COM EQUITY UNIT (MLU) for Q1 2014, worth a combined $1.03B — down 5% from $1.09B a quarter earlier.

Fund positioning in MLU was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 24 added to existing stakes and 17 trimmed.

The largest buyer was Advent Capital Management, opening a new position worth an estimated $50.6M. The largest seller was Fidelity Investments, cutting an estimated $35.6M.

  • 63 institutional investors held METLIFE, INC. COM EQUITY UNIT (MLU) as of Q1 2014, down from 64 in Q4 2013.
  • Funds reported $1.03B of METLIFE, INC. COM EQUITY UNIT stock for Q1 2014, down 5% quarter-over-quarter.
  • 4 funds opened new METLIFE, INC. COM EQUITY UNIT positions in Q1 2014 and 4 closed out, a net change of 0 holders.
  • The largest METLIFE, INC. COM EQUITY UNIT buyer in Q1 2014 was Advent Capital Management, an estimated $50.6M added.
  • The largest METLIFE, INC. COM EQUITY UNIT seller in Q1 2014 was Fidelity Investments, an estimated $35.6M sold.

Based on aggregated 13F filings for Q1 2014.