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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
DOA
301
D'Orazio & Associates
Virginia
$6K +$5.3K +290 New
VIA
302
Vantage Investment Advisors
Pennsylvania
$6K +$5.3K +290 New
KCPG
303
Kavar Capital Partners Group
Kansas
$6K +$6.29K +344 New
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
TWA
305
TCI Wealth Advisors
Arizona
$5K
CAL
306
Capital Analysts LLC
Pennsylvania
$4.81K
GI
307
Gradient Investments
Minnesota
$4K
RFA
308
Reilly Financial Advisors
California
$3K
CCS
309
Crosspoint Capital Strategies
California
$3K +$2.89K +158 New
PG
310
PEAK6 Group
Illinois
$2K -$68K -3,716 -97%
FWM
311
Focused Wealth Management
New York
$1K
LFR
312
Lehman Financial Resources
Pennsylvania
$1K +$677 +37 New
Schroder Investment Management Group
313
Schroder Investment Management Group
United Kingdom
-$11.7M -707,487 Closed
Capital Fund Management (CFM)
314
Capital Fund Management (CFM)
France
-$6.29M -379,984 Closed
CCIA
315
Campbell & Co Investment Adviser
Maryland
-$4.12M -249,006 Closed
HAM
316
Highstreet Asset Management
Ontario, Canada
-$3.9M -235,686 Closed
GW
317
GW & Wade
Massachusetts
-$3.29M -198,522 Closed
QBFM
318
QS Batterymarch Financial Management
New York
-$1.91M -115,450 Closed
DCM
319
Dynamic Capital Management
Jersey
-$1.3M -78,252 Closed
PP
320
Paloma Partners
Connecticut
-$683K -41,346 Closed
JG
321
Jefferies Group
New York
-$563K -33,992 Closed
CCM
322
Cai Capital Management
New York
-$466K -28,170 Closed
MSU
323
Maple Securities USA
New Jersey
-$314K -18,987 Closed
BUB
324
BBVA USA Bancshares
Texas
-$242K -14,620 Closed
TNBTD
325
Trustmark National Bank Trust Department
Mississippi
-$226K -13,628 Closed

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.