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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
Franklin Resources
1
Franklin Resources
California
$167M
Calamos Advisors
2
Calamos Advisors
Illinois
$139M +$2.79M +91,977 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$102M +$1.04M +34,311 +1%
ACM
4
Advent Capital Management
New York
$51.2M +$50.6M +1,668,971 New
MSL
5
Mackay Shields LLC
New York
$50.5M +$5.68M +187,398 +13%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$50.3M -$35.6M -1,173,400 -42%
Victory Capital Management
7
Victory Capital Management
Texas
$43.1M +$20.7M +681,824 +95%
American Century Companies
8
American Century Companies
Missouri
$41.3M +$3.37M +111,280 +9%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$40.7M -$1.78M -58,655 -4%
Bank of America
10
Bank of America
North Carolina
$37.7M +$12.4M +407,655 +50%
CS
11
Credit Suisse
Switzerland
$35M -$8.47M -279,564 -20%
Deutsche Bank
12
Deutsche Bank
Germany
$33M -$3.32M -109,501 -9%
JP Morgan Chase
13
JP Morgan Chase
New York
$31.4M +$3.1M +102,450 +11%
GLI
14
Guardian Life Insurance
New York
$16.8M
Ameriprise
15
Ameriprise
Minnesota
$16.5M +$3.52M +116,204 +28%
Invesco
16
Invesco
Georgia
$15.7M -$3.99M -131,700 -20%
O
17
OppenheimerFunds
New York
$14.2M
Jennison Associates
18
Jennison Associates
New York
$12.7M
MAA
19
Managed Account Advisors
New Jersey
$11.1M +$4.81M +158,916 +79%
Federated Hermes
20
Federated Hermes
Pennsylvania
$10.8M
PI
21
Putnam Investments
Massachusetts
$10.8M -$997K -32,899 -9%
WAM
22
Wolverine Asset Management
Illinois
$8M +$4.61M +152,205 +140%
CCM
23
Cutler Capital Management
Massachusetts
$6.56M -$836K -27,600 -11%
PMG
24
Private Management Group
California
$6.36M -$7.88K -260 -0.1%
CI
25
Conning Inc
Connecticut
$6.17M

MLU Hedge Fund Activity: Q1 2014 in Review

63 of the 3,462 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.