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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
MUMSS
376
Mitsubishi UFJ Morgan Stanley Securities
Japan
$25K +$23K +1,590 New
IRS
377
Invictus RG (Singapore)
Singapore
$24K -$132K -9,139 -85%
TAM
378
Tocqueville Asset Management
New York
$23K +$21.7K +1,500 New
TDC
379
Thompson Davis & Co
Virginia
$16K +$14.4K +1,000 New
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$10K
Envestnet Asset Management
381
Envestnet Asset Management
Illinois
$9K -$2.47K -171 -23%
Mitsubishi UFJ Asset Management
382
Mitsubishi UFJ Asset Management
Japan
$9K +$8.28K +573 New
FHA
383
First Horizon Advisors
Tennessee
$8K -$1.33K -92 -13%
JFA
384
JNBA Financial Advisors
Minnesota
$8K
Manulife (Manufacturers Life Insurance)
385
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.41K -$722K -49,986 -9%
S
386
SignatureFD
Georgia
$6K
LFG
387
LifePlan Financial Group
Ohio
$6K +$5.78K +400 New
FNBT
388
FineMark National Bank & Trust
Florida
$5K
LWA
389
Lenox Wealth Advisors
New York
$5K
HI
390
Hudock Inc
Pennsylvania
$5K +$4.33K +300 New
OC
391
Oakworth Capital
Alabama
$5K +$4.52K +313 New
DADC
392
D.A. Davidson & Co
Montana
$4K
DAM
393
Delta Asset Management
Tennessee
$3K
GP
394
GLG Partners
United Kingdom
$3K
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$3K
PMFA
396
Plante Moran Financial Advisors
Michigan
$3K
SF
397
Synovus Financial
Georgia
$3K
PO
398
Private Ocean
California
$3K +$2.44K +169 New
ASN
399
Advisory Services Network
Georgia
$2K +$1.83K +127 New
HCC
400
Hirtle Callaghan & Co
Pennsylvania
$1K

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.