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MLU

METLIFE, INC. COM EQUITY UNIT

Delisted

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

58 hedge funds and large institutions have $1.1B invested in METLIFE, INC. COM EQUITY UNIT in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

7% more capital invested

Capital invested by funds: $1.03B → $1.1B (+$68.4M)

8% less funds holding

Funds holding: 6358 (-5)

36% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 22

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
3
Increased
14
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
Private Management Group
California
$6.6M -$19.6K -642 -0.3%
CI
27
Conning Inc
Connecticut
$6.41M
WHG
28
Westwood Holdings Group
Texas
$6.34M +$150K +4,900 +3%
Macquarie Group
29
Macquarie Group
Australia
$5.1M
Wells Fargo
30
Wells Fargo
California
$5.04M -$1.27M -41,746 -21%
STC
31
SEI Trust Company
Pennsylvania
$4.88M +$1.27M +41,650 +37%
SIM
32
SSI Investment Management
California
$4.8M +$139K +4,569 +3%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$4.31M
NIP
34
Nicholas Investment Partners
California
$3.72M
AUIM
35
Aegon USA Investment Management
Iowa
$3.52M
KeyBank National Association
36
KeyBank National Association
Ohio
$3.46M -$398K -13,051 -11%
CWM
37
Calamos Wealth Management
Illinois
$3.43M +$58.5K +1,918 +2%
LTI
38
Laffer Tengler Investments
Tennessee
$2.49M -$51K -1,670 -2%
DCM
39
Dinsmore Capital Management
New Jersey
$2.08M
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$1.91M
RFC
41
Regions Financial Corp
Alabama
$1.42M -$39.7K -1,300 -3%
SB
42
Suntrust Banks
Georgia
$1.33M
Allianz Asset Management
43
Allianz Asset Management
Germany
$1.28M
Citigroup
44
Citigroup
New York
$1.18M -$426K -13,959 -28%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$1.01M
IGIM
46
I.G. Investment Management
Manitoba, Canada
$866K
TC
47
TFS Capital
Pennsylvania
$554K -$108K -3,548 -17%
EAM
48
EULAV Asset Management
Florida
$511K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$384K
KLWA
50
Kelly Lawrence W & Associates
California
$322K

MLU Hedge Fund Activity: Q2 2014 in Review

58 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in METLIFE, INC. COM EQUITY UNIT (MLU) for Q2 2014, worth a combined $1.1B — up 6.6% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MLU and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 14 added.

The largest buyer was Camden Asset Management, opening a new position worth an estimated $65M. The largest seller was Advent Capital Management, cutting an estimated $26M.

  • 58 institutional investors held METLIFE, INC. COM EQUITY UNIT (MLU) as of Q2 2014, down from 63 in Q1 2014.
  • Funds reported $1.1B of METLIFE, INC. COM EQUITY UNIT stock for Q2 2014, up 6.6% quarter-over-quarter.
  • 3 funds opened new METLIFE, INC. COM EQUITY UNIT positions in Q2 2014 and 6 closed out, a net change of -3 holders.
  • The largest METLIFE, INC. COM EQUITY UNIT buyer in Q2 2014 was Camden Asset Management, an estimated $65M added.
  • The largest METLIFE, INC. COM EQUITY UNIT seller in Q2 2014 was Advent Capital Management, an estimated $26M sold.

Based on aggregated 13F filings for Q2 2014.