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Manulife Financial

312 hedge funds and large institutions have $17.6B invested in Manulife Financial in 2013 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 95 increasing their positions, 104 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

54% more call options, than puts

Call options by funds: $49.3M | Put options by funds: $32.1M

18% more capital invested

Capital invested by funds: $14.9B → $17.6B (+$2.62B)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

6% more funds holding

Funds holding: 294312 (+18)

9% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 104

1.09% less ownership

Funds ownership: 49.02%47.92% (-1.1%)

Holders
312
Holders Change
+18
Holders Change %
+6.12%
% of All Funds
9.06%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.7%
New
45
Increased
95
Reduced
104
Closed
24
Calls
$49.3M
Puts
$32.1M
Net Calls
+$17.2M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
251
Somerset Trust
Pennsylvania
$67K +$61.8K +3,380 New
PFSC
252
Peoples Financial Services Corp
Pennsylvania
$65K +$60.2K +3,294 New
HI
253
Hudock Inc
Pennsylvania
$62K +$55 +3 +0.1%
WA
254
WFG Advisors
Texas
$55K -$20.4K -1,116 -29%
Walleye Trading
255
Walleye Trading
New York
$52K -$1.19K -65 -2%
FNBT
256
FineMark National Bank & Trust
Florida
$48K +$2.08K +114 +5%
TF
257
Tompkins Financial
New York
$45K
WEC
258
Winslow Evans & Crocker
Massachusetts
$45K +$41.6K +2,275 New
DADC
259
D.A. Davidson & Co
Montana
$43K
FHA
260
First Horizon Advisors
Tennessee
$42K
MA
261
MUFG Americas
New York
$39K -$2.32K -127 -6%
M&T Bank
262
M&T Bank
New York
$35K -$10.9K -596 -25%
CA
263
CapWealth Advisors
Tennessee
$33K
DBT
264
Dubuque Bank & Trust
Iowa
$32K
SSG
265
Summit Securities Group
New York
$32K +$29.3K +1,600 New
PCM
266
Prelude Capital Management
New York
$31K +$18.3K +1,000 +167%
AA
267
Apriem Advisors
California
$30K
SHWM
268
Smith & Howard Wealth Management
Georgia
$28K
Parallax Volatility Advisers
269
Parallax Volatility Advisers
California
$28K +$25.8K +1,409 New
OC
270
Oakworth Capital
Alabama
$24K +$22.2K +1,212 New
WA
271
Waverly Advisors
Alabama
$23K +$21.7K +1,188 New
First Manhattan
272
First Manhattan
New York
$22K
NES
273
New England Securities
New York
$22K +$4.57K +250 +29%
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$20.6K +$19.1K +1,042 New
MFBTD
275
MB Financial Bank - Trust Department
Illinois
$20K

MFC Hedge Fund Activity: Q4 2013 in Review

312 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2013, worth a combined $17.6B — up 18% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MFC positions and 24 closed out — a net gain of 21 holders — while 95 added to existing stakes and 104 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $145M. The largest seller was Royal Bank of Canada, cutting an estimated $443M.

  • 312 institutional investors held Manulife Financial (MFC) as of Q4 2013, up from 294 in Q3 2013.
  • Funds reported $17.6B of Manulife Financial stock for Q4 2013, up 18% quarter-over-quarter.
  • 45 funds opened new Manulife Financial positions in Q4 2013 and 24 closed out, a net change of +21 holders.
  • The largest Manulife Financial buyer in Q4 2013 was Bank of Montreal, an estimated $145M added.
  • The largest Manulife Financial seller in Q4 2013 was Royal Bank of Canada, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2013.