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Genworth Financial

400 hedge funds and large institutions have $6.13B invested in Genworth Financial in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 137 increasing their positions, 147 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 23

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

21% more capital invested

Capital invested by funds: $5.08B → $6.13B (+$1.06B)

11% more funds holding

Funds holding: 361400 (+39)

3% more call options, than puts

Call options by funds: $99.2M | Put options by funds: $96.5M

0.55% less ownership

Funds ownership: 80.51%79.96% (-0.55%)

7% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 147

Holders
400
Holders Change
+39
Holders Change %
+10.8%
% of All Funds
11.61%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.32%
New
64
Increased
137
Reduced
147
Closed
23
Calls
$99.2M
Puts
$96.5M
Net Calls
+$2.68M
Net Calls Change
-$8.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
351
Smith & Howard Wealth Management
Georgia
$153K +$142K +9,850 New
PL
352
Parkwood LLC
Ohio
$144K +$134K +9,290 New
Nordea Investment Management
353
Nordea Investment Management
Sweden
$141K
KBC Group
354
KBC Group
Belgium
$139K -$18.2K -1,259 -12%
QBFM
355
QS Batterymarch Financial Management
New York
$134K -$3.65K -253 -3%
Creative Planning
356
Creative Planning
Kansas
$130K +$6.01K +416 +5%
NYLT
357
New York Life Trust
New York
$107K -$14.3K -987 -13%
MCM
358
Manchester Capital Management
Vermont
$86K
RNS
359
Robert N. Shapiro
$81K +$15.5K +1,075 +26%
DVM
360
Dreman Value Management
Florida
$75K +$69.5K +4,810 New
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$66K +$56.6K +3,920 +1,104%
JG
362
Jefferies Group
New York
$63K -$984K -68,136 -94%
LIA
363
LS Investment Advisors
Michigan
$62K -$8.53K -590 -13%
GIS
364
Guardian Investor Services
New York
$61K
WA
365
WFG Advisors
Texas
$56K +$23.6K +1,630 +84%
BC
366
Bartlett & Co
Ohio
$50K
IMS
367
Index Management Solutions
Pennsylvania
$48K +$8.09K +560 +22%
JT
368
Jump Trading
Illinois
$47K +$43.5K +3,008 New
GLI
369
Guardian Life Insurance
New York
$43K -$45.5K -3,149 -53%
AAM
370
Advisors Asset Management
Colorado
$43K -$1.45K -100 -3%
HNB
371
Huntington National Bank
Ohio
$41K
PAS
372
Partnervest Advisory Services
California
$39K +$8.67K +600 +32%
ZTNA
373
Zions Trust National Association
Utah
$29K -$2.31K -160 -8%
HF
374
Hoxton Financial
West Virginia
$26K +$2.62K +181 +12%
Robeco Institutional Asset Management
375
Robeco Institutional Asset Management
Netherlands
$26K +$23.7K +1,642 New

GNW Hedge Fund Activity: Q4 2013 in Review

400 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Genworth Financial (GNW) for Q4 2013, worth a combined $6.13B — up 21% from $5.08B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GNW positions and 23 closed out — a net gain of 41 holders — while 137 added to existing stakes and 147 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $123M. The largest seller was Dodge & Cox, exiting entirely with an estimated $414M sold.

  • 400 institutional investors held Genworth Financial (GNW) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $6.13B of Genworth Financial stock for Q4 2013, up 21% quarter-over-quarter.
  • 64 funds opened new Genworth Financial positions in Q4 2013 and 23 closed out, a net change of +41 holders.
  • The largest Genworth Financial buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $123M added.
  • The largest Genworth Financial seller in Q4 2013 was Dodge & Cox, an estimated $414M sold.

Based on aggregated 13F filings for Q4 2013.