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Manulife Financial
MFC

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: 22 → 24 (+2)

6% more funds holding

Funds holding: 294 → 312 (+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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$145M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$105M
3
CS
Credit Suisse
Switzerland
+$76.2M
4
Canada Life
Canada Life
Manitoba, Canada
+$56.6M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$39.1M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$443M
2
GMI
Greystone Managed Investments
Saskatchewan, Canada
-$86.3M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$40.1M
4
Invesco
Invesco
Georgia
-$33.6M
5
MTB
Mizuho Trust & Banking
Japan
-$30.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
326
NWAM LLC
Washington
– -$205K -12,349 Closed
BTS
327
BB&T Securities
Virginia
– -$1.8M -10,889 Closed
IRS
328
Invictus RG (Singapore)
Singapore
– -$163K -9,872 Closed
PP
329
Palladium Partners
Virginia
– -$66K -3,956 Closed
JEW
330
Jamison Eaton & Wood
New Jersey
– -$27K -1,658 Closed
MCM
331
Manchester Capital Management
Vermont
– -$13K -776 Closed
MCM
332
McKinley Capital Management
Alaska
– -$11K -660 Closed
EWM
333
Evercore Wealth Management
New York
– -$5K -300 Closed
CP
334
Corbenic Partners
Pennsylvania
– -$4K -250 Closed
BBHC
335
Brown Brothers Harriman & Co
New York
– -$2K -100 Closed
LOCB
336
Lombard Odier & Cie (Bahamas)
Bahamas
– +$238 +13 New
10 11 12 13
14

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.