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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
Franklin Resources
1
Franklin Resources
California
$173M -$45.8K -1,500 -0%
Calamos Advisors
2
Calamos Advisors
Illinois
$144M +$143K +4,670 +0.1%
ClearBridge Investments
3
ClearBridge Investments
New York
$112M +$4.85M +159,029 +5%
CAM
4
Camden Asset Management
California
$68M +$65M +2,130,000 New
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54.4M +$11.5M +378,131 +29%
MSL
6
Mackay Shields LLC
New York
$51.2M -$1.17M -38,236 -2%
American Century Companies
7
American Century Companies
Missouri
$46.7M +$3.62M +118,460 +9%
Victory Capital Management
8
Victory Capital Management
Texas
$44.5M -$263K -8,629 -0.6%
Deutsche Bank
9
Deutsche Bank
Germany
$42.1M +$7.37M +241,395 +22%
CS
10
Credit Suisse
Switzerland
$37.3M +$793K +26,000 +2%
Bank of America
11
Bank of America
North Carolina
$36.3M -$2.87M -94,174 -8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$31.7M -$19.7M -647,100 -39%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.2M +$381K +12,500 +1%
ACM
14
Advent Capital Management
New York
$26.2M -$26M -852,601 -51%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.5M -$15.5M -507,405 -50%
Invesco
16
Invesco
Georgia
$16.4M
O
17
OppenheimerFunds
New York
$14.8M
Jennison Associates
18
Jennison Associates
New York
$13.2M
Ameriprise
19
Ameriprise
Minnesota
$11.7M -$5.19M -170,099 -32%
MAA
20
Managed Account Advisors
New Jersey
$11.4M -$97K -3,177 -0.9%
Federated Hermes
21
Federated Hermes
Pennsylvania
$11.2M
PI
22
Putnam Investments
Massachusetts
$11.1M -$916 -30 -0%
WAM
23
Wolverine Asset Management
Illinois
$9.15M +$786K +25,745 +10%
CL
24
CSS LLC
Illinois
$7.95M +$4.04M +132,493 +114%
CCM
25
Cutler Capital Management
Massachusetts
$6.8M -$30.5K -1,000 -0.5%

MLU Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 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.