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MLU

METLIFE, INC. COM EQUITY UNIT

Delisted

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

64 hedge funds and large institutions have $1.09B invested in METLIFE, INC. COM EQUITY UNIT in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 6164 (+3)

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

52% less capital invested

Capital invested by funds: $2.25B → $1.09B (-$1.16B)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
20
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$171M
Calamos Advisors
2
Calamos Advisors
Illinois
$139M +$34.4M +1,146,022 +35%
ClearBridge Investments
3
ClearBridge Investments
New York
$104M +$28.5M +949,632 +40%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$88.5M +$7.58M +252,600 +10%
MSL
5
Mackay Shields LLC
New York
$45.8M -$4.06M -135,199 -9%
CS
6
Credit Suisse
Switzerland
$44.8M -$3.91M -130,138 -8%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$43.6M +$8.55M +284,634 +26%
American Century Companies
8
American Century Companies
Missouri
$38.8M +$6M +199,850 +19%
Deutsche Bank
9
Deutsche Bank
Germany
$37.4M -$26.1M -870,501 -42%
ACM
10
Advent Capital Management
New York
$33.3M
JP Morgan Chase
11
JP Morgan Chase
New York
$29M +$12.7M +421,300 +84%
HCM
12
Highbridge Capital Management
New York
$27.2M -$9.01M -300,000 -26%
Bank of America
13
Bank of America
North Carolina
$25.9M +$16.5M +551,140 +204%
CAM
14
Camden Asset Management
California
$25M +$2.46M +81,775 +11%
Victory Capital Management
15
Victory Capital Management
Texas
$22.7M -$3.62M -120,489 -14%
Invesco
16
Invesco
Georgia
$20.3M +$10.8M +358,100 +125%
GLI
17
Guardian Life Insurance
New York
$16.9M +$1.05M +35,000 +7%
O
18
OppenheimerFunds
New York
$14.6M
Ameriprise
19
Ameriprise
Minnesota
$13.3M -$363K -12,097 -3%
Jennison Associates
20
Jennison Associates
New York
$13M
PI
21
Putnam Investments
Massachusetts
$12M +$1.41M +46,821 +14%
Federated Hermes
22
Federated Hermes
Pennsylvania
$11.1M +$7.54M +251,174 +251%
Goldman Sachs
23
Goldman Sachs
New York
$10.8M -$23.5M -782,247 -69%
CCM
24
Cutler Capital Management
Massachusetts
$7.62M -$961K -32,000 -12%
PMG
25
Private Management Group
California
$6.54M -$7.92M -263,619 -56%

MLU Hedge Fund Activity: Q4 2013 in Review

64 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in METLIFE, INC. COM EQUITY UNIT (MLU) for Q4 2013, worth a combined $1.09B — down 52% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MLU positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 19 trimmed.

The largest buyer was Calamos Advisors, adding an estimated $34.4M. The largest seller was Deutsche Bank, cutting an estimated $26.1M.

  • 64 institutional investors held METLIFE, INC. COM EQUITY UNIT (MLU) as of Q4 2013, up from 61 in Q3 2013.
  • Funds reported $1.09B of METLIFE, INC. COM EQUITY UNIT stock for Q4 2013, down 52% quarter-over-quarter.
  • 8 funds opened new METLIFE, INC. COM EQUITY UNIT positions in Q4 2013 and 5 closed out, a net change of +3 holders.
  • The largest METLIFE, INC. COM EQUITY UNIT buyer in Q4 2013 was Calamos Advisors, an estimated $34.4M added.
  • The largest METLIFE, INC. COM EQUITY UNIT seller in Q4 2013 was Deutsche Bank, an estimated $26.1M sold.

Based on aggregated 13F filings for Q4 2013.