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 219 clients and discretionary assets under management (AUM) of $494,698,030,817 (Form ADV from 2019-10-01). Their last reported 13F filing for Q1 2020 included $14,346,564,000 in managed 13F securities and a top 10 holdings concentration of 57.65%. Metlife Investment Management's largest holding is SPDR S&P 500 ETF Trust with shares held of 679,444. Whalewisdom has at least 11 13F filings, and 1 Form 4 filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $14.347 Billion
  • Prior Market Value $16.277 Billion
  • New Purchases73 stocks
  • Additional Purchases124 stocks
  • Sold out of123 stocks
  • Reduced holdings in596 stocks
  • Top 10 Holdings % 57.65 %
  • Turnover % [1]:9.19%
  • Turnover Alt % [2]: 19.18 %
  • Time Held Top20:5.85 quarters
  • Time Held Top10:6.20 quarters
  • Time Held All:8.04 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 2020-05-15

Performance for Q1 2020: -11.86%
Performance Last 4 Quarters: 0.61%
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,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 909
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 53,067,500,000
Total Number of Clients: 219
Amount of client funds and securities by related persons: 10,434,200,000
Total Number of clients from related persons: 12
Disclosures: 11.D (1),11.D (2)
Data above was derived from SEC filings.

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