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MLU

METLIFE, INC. COM EQUITY UNIT

Delisted

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

61 hedge funds and large institutions have $2.25B invested in METLIFE, INC. COM EQUITY UNIT in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.92B → $2.25B (+$325M)

10% less funds holding

Funds holding: 6861 (-7)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

83% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 47

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.06%
New
6
Increased
8
Reduced
47
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$1.29B -$2.44M -70,082 Closed
Franklin Resources
2
Franklin Resources
California
$155M -$108M -3,099,706 -36%
Calamos Advisors
3
Calamos Advisors
Illinois
$93.6M +$14.1M +404,746 +14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$73.6M -$53.3M -1,531,738 -37%
ClearBridge Investments
5
ClearBridge Investments
New York
$67.4M -$30.6M -879,492 -27%
Deutsche Bank
6
Deutsche Bank
Germany
$58.9M -$83.8M -2,406,461 -54%
MSL
7
Mackay Shields LLC
New York
$45.5M +$6.41M +184,160 +13%
CS
8
Credit Suisse
Switzerland
$44.4M -$25.2M -724,152 -32%
ACM
9
Advent Capital Management
New York
$33.3M -$40.2M -1,155,376 Closed
HCM
10
Highbridge Capital Management
New York
$33.3M -$10.8M -310,112 -21%
Goldman Sachs
11
Goldman Sachs
New York
$32.3M +$17.3M +497,542 +79%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$31.4M -$17M -488,941 -31%
American Century Companies
13
American Century Companies
Missouri
$29.6M -$29M -832,858 -45%
Victory Capital Management
14
Victory Capital Management
Texas
$24.1M +$29.2M +840,098 New
CAM
15
Camden Asset Management
California
$20.6M -$83.8M -2,407,306 -77%
Wells Fargo
16
Wells Fargo
California
$18.9M -$13.6M -390,336 -37%
GLI
17
Guardian Life Insurance
New York
$14.6M +$17.7M +509,000 New
JP Morgan Chase
18
JP Morgan Chase
New York
$14.3M -$92.1M -2,644,259 -84%
PMG
19
Private Management Group
California
$13.5M -$9.98M -286,682 -38%
O
20
OppenheimerFunds
New York
$13.3M -$9.21M -264,412 -36%
Ameriprise
21
Ameriprise
Minnesota
$12.4M -$3.19M -91,650 -17%
Jennison Associates
22
Jennison Associates
New York
$11.8M -$8.22M -236,113 -36%
PI
23
Putnam Investments
Massachusetts
$9.48M -$5.27M -151,452 -31%
Invesco
24
Invesco
Georgia
$8.2M +$9.96M +286,000 New
CCM
25
Cutler Capital Management
Massachusetts
$7.84M -$7.22M -207,263 -43%

MLU Hedge Fund Activity: Q3 2013 in Review

61 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in METLIFE, INC. COM EQUITY UNIT (MLU) for Q3 2013, worth a combined $2.25B — up 17% from $1.92B a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MLU and 6 opened new positions — a net loss of 6 holders — while 47 trimmed existing stakes and 8 added.

The largest buyer was Guardian Life Insurance, opening a new position worth an estimated $17.7M. The largest seller was Franklin Resources, cutting an estimated $108M.

  • 61 institutional investors held METLIFE, INC. COM EQUITY UNIT (MLU) as of Q3 2013, down from 68 in Q2 2013.
  • Funds reported $2.25B of METLIFE, INC. COM EQUITY UNIT stock for Q3 2013, up 17% quarter-over-quarter.
  • 6 funds opened new METLIFE, INC. COM EQUITY UNIT positions in Q3 2013 and 12 closed out, a net change of -6 holders.
  • The largest METLIFE, INC. COM EQUITY UNIT buyer in Q3 2013 was Guardian Life Insurance, an estimated $17.7M added.
  • The largest METLIFE, INC. COM EQUITY UNIT seller in Q3 2013 was Franklin Resources, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2013.