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Manulife Financial

496 hedge funds and large institutions have $13.7B invested in Manulife Financial in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 145 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 52

7% more funds holding

Funds holding: 464496 (+32)

0.97% more ownership

Funds ownership: 47.74%48.71% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 145

20% less capital invested

Capital invested by funds: $17B → $13.7B (-$3.31B)

33% less funds holding in top 10

Funds holding in top 10: 2114 (-7)

52% less call options, than puts

Call options by funds: $24.9M | Put options by funds: $52M

Holders
496
Holders Change
+32
Holders Change %
+6.9%
% of All Funds
11.05%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.31%
New
88
Increased
145
Reduced
145
Closed
52
Calls
$24.9M
Puts
$52M
Net Calls
-$27.1M
Net Calls Change
-$28M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
326
Ropes Wealth Advisors
Massachusetts
$78K
Schroder Investment Management Group
327
Schroder Investment Management Group
United Kingdom
$75.9K +$9.09M +573,141 +17%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$74K -$110K -6,907 -57%
SFFS
329
Stonehage Fleming Financial Services
Jersey
$71K
FIB
330
First Interstate Bank
Montana
$70K
SFSIG
331
San Francisco Sentry Investment Group
California
$68K
CAM
332
Cresset Asset Management
Illinois
$66K +$74.3K +4,684 New
WTB
333
Washington Trust Bank
Washington
$63K
MA
334
MCF Advisors
Kentucky
$57K
AIM
335
Anchor Investment Management
South Carolina
$55.9K +$30.2K +1,906 +94%
PFBT
336
Parkside Financial Bank & Trust
Missouri
$54K
BTNA
337
Bremer Trust National Association
Minnesota
$49K +$54.4K +3,430 New
MA
338
MUFG Americas
New York
$48K -$76.4K -4,816 -59%
ST
339
Somerset Trust
Pennsylvania
$48K
PFSC
340
Peoples Financial Services Corp
Pennsylvania
$47K
CCMIC
341
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$47K +$12.7K +800 +32%
IDBONY
342
Israel Discount Bank of New York
New York
$44K +$1.58K +100 +3%
UBS AM
343
UBS AM
Illinois
$42.9K -$28.8K -1,815 -38%
CCM
344
Cribstone Capital Management
Maine
$42K
SBL
345
Sargent Bickham Lagudis
Colorado
$42K
APA
346
American Portfolios Advisors
New York
$41K +$3.41K +215 +8%
AAMU
347
Amundi Asset Management US
Massachusetts
$40.6K -$34.4M -2,170,746 -43%
Canada Pension Plan Investment Board
348
Canada Pension Plan Investment Board
Ontario, Canada
$40K -$40.8M -2,574,213 -100%
IBOK
349
Independence Bank of Kentucky
Kentucky
$40K
FPFS
350
First Personal Financial Services
North Carolina
$38K +$349 +22 +0.8%

MFC Hedge Fund Activity: Q4 2018 in Review

496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2018, worth a combined $13.7B — down 20% from $17B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MFC positions and 52 closed out — a net gain of 36 holders — while 145 added to existing stakes and 145 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $262M. The largest seller was Royal Bank of Canada, cutting an estimated $97.3M.

  • 496 institutional investors held Manulife Financial (MFC) as of Q4 2018, up from 464 in Q3 2018.
  • Funds reported $13.7B of Manulife Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 88 funds opened new Manulife Financial positions in Q4 2018 and 52 closed out, a net change of +36 holders.
  • The largest Manulife Financial buyer in Q4 2018 was EdgePoint Investment Group, an estimated $262M added.
  • The largest Manulife Financial seller in Q4 2018 was Royal Bank of Canada, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2018.