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Manulife Financial

441 hedge funds and large institutions have $17.4B invested in Manulife Financial in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $123M | Put options by funds: $77.9M

2% more capital invested

Capital invested by funds: $17B β†’ $17.4B (+$348M)

1% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 134

0.38% more ownership

Funds ownership: 47.71% β†’ 48.09% (+0.38%)

4% less funds holding

Funds holding: 461 β†’ 441 (-20)

5% less funds holding in top 10

Funds holding in top 10: 22 β†’ 21 (-1)

40% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 48

Holders
441
Holders Change
-20
Holders Change %
-4.34%
% of All Funds
9.67%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.46%
New
29
Increased
136
Reduced
134
Closed
48
Calls
$123M
Puts
$77.9M
Net Calls
+$45.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
301
SG Americas Securities
New York
$118K -$12.4K -700 -10%
SFS
302
Sowell Financial Services
Arkansas
$108K +$104K +5,894 New
BFEC
303
Benjamin F. Edwards & Company
Missouri
$101K -$11.1K -630 -10%
RWA
304
Ropes Wealth Advisors
Massachusetts
$101K – – –
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$95K – – –
FIB
306
First Interstate Bank
Montana
$91K – – –
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$85K +$21.8K +1,234 +36%
IA
308
IFP Advisors
Florida
$77K +$73.6K +4,169 New
MA
309
MCF Advisors
Kentucky
$73K – – –
RIA
310
Realta Investment Advisors
Delaware
$73K – – –
AIM
311
Anchor Investment Management
South Carolina
$72.3K – – –
UBS AM
312
UBS AM
Illinois
$69.9K -$25K -1,416 -27%
PFBT
313
Parkside Financial Bank & Trust
Missouri
$69K – – –
APA
314
American Portfolios Advisors
New York
$67.4K +$6.71K +380 +12%
Bessemer Group
315
Bessemer Group
New Jersey
$67K +$20.3K +1,148 +46%
TFGT
316
TS Financial Group (TSFG)
Illinois
$65K -$3.16K -179 -5%
AA
317
Advisory Alpha
Michigan
$60K +$60.7K +3,439 New
PFSC
318
Peoples Financial Services Corp
Pennsylvania
$60K – – –
SBL
319
Sargent Bickham Lagudis
Colorado
$54K – – –
SIC
320
Salem Investment Counselors
North Carolina
$53K – – –
GWS
321
Glassman Wealth Services
Virginia
$51K – – –
IBOK
322
Independence Bank of Kentucky
Kentucky
$51K – – –
WEC
323
Winslow Evans & Crocker
Massachusetts
$46K – – –
PCM
324
Prelude Capital Management
New York
$46K +$43.8K +2,482 New
BWM
325
BerganKDV Wealth Management
Minnesota
$44K – – –

MFC Hedge Fund Activity: Q3 2019 in Review

441 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q3 2019, worth a combined $17.4B β€” up 2% from $17B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of MFC and 29 opened new positions β€” a net loss of 19 holders β€” while 134 trimmed existing stakes and 136 added.

The largest buyer was Bank of Montreal, adding an estimated $281M. The largest seller was TD Asset Management, cutting an estimated $190M.

  • 441 institutional investors held Manulife Financial (MFC) as of Q3 2019, down from 461 in Q2 2019.
  • Funds reported $17.4B of Manulife Financial stock for Q3 2019, up 2% quarter-over-quarter.
  • 29 funds opened new Manulife Financial positions in Q3 2019 and 48 closed out, a net change of -19 holders.
  • The largest Manulife Financial buyer in Q3 2019 was Bank of Montreal, an estimated $281M added.
  • The largest Manulife Financial seller in Q3 2019 was TD Asset Management, an estimated $190M sold.

Based on aggregated 13F filings for Q3 2019.