HTTPS://WWW.METLIFE.COM/INVESTMENTS/ WHIPPANY, NJ Investment Advisor How do I update this listing?

Metlife Investment Management is based out of Whippany. Metlife Investment Management is a large advisory firm with 35 clients and discretionary assets under management (AUM) of $455,947,040,862 (Form ADV from 2018-07-01). Their last reported 13F filing for Q4 2019 included $16,276,883,000 in managed 13F securities and a top 10 holdings concentration of 50.04%. Metlife Investment Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 457,491. Whalewisdom has at least 10 13F filings, and 1 Form 4 filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $16.277 Billion
  • Prior Market Value $15.283 Billion
  • New Purchases61 stocks
  • Additional Purchases102 stocks
  • Sold out of89 stocks
  • Reduced holdings in963 stocks
  • Top 10 Holdings % 50.04 %
  • Turnover % [1]:6.87%
  • Turnover Alt % [2]: 4.30 %
  • Time Held Top20:5.75 quarters
  • Time Held Top10:5.30 quarters
  • Time Held All:7.21 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 7.95%
Performance Last 4 Quarters: 22.91%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F

View Last Form Adv Compilation Report on Record

Classified as Hedge Fund
WHIPPANY NJ    07981
Country: United States

Business Phone: 973-355-4000
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 937
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 93,250,900,000
Total Number of Clients: 35
Amount of client funds and securities by related persons: 7,092,810,000
Total Number of clients from related persons: 11
Disclosures: 11.D (1),11.D (2)
Data above was derived from SEC filings.

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