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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
APW
376
Acima Private Wealth
Virginia
$25K +$28K +1,765 New
MWC
377
MKD Wealth Coaches
Michigan
$25K +$28K +1,766 New
SWA
378
Sutton Wealth Advisors
Florida
$25K +$27.9K +1,760 New
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$24K -$18.7K -1,179 -41%
PG
380
Patten Group
Tennessee
$23K
AIC
381
Ameritas Investment Company
Nebraska
$23K +$25.9K +1,634 New
ZB
382
Zions Bancorporation
Utah
$22K +$3.55K +224 +17%
SFG
383
SevenBridge Financial Group
Pennsylvania
$21K -$3.17K -200 -12%
RAM
384
Riggs Asset Management
Pennsylvania
$21K
LB
385
Legacy Bridge
Iowa
$21K +$23.1K +1,460 New
AWM
386
AllSquare Wealth Management
New York
$18K
CA
387
Crewe Advisors
Utah
$18K
WAM
388
Wealthspire Advisors (Maryland)
Maryland
$17K -$999 -63 -5%
BFC
389
Bedel Financial Consulting
Indiana
$17K
SC
390
Sawyer & Company
Massachusetts
$17K
FHA
391
First Horizon Advisors
Tennessee
$17K +$11.6K +732 +135%
LWM
392
Liberty Wealth Management
California
$17K +$19.3K +1,215 New
BWM
393
Baystate Wealth Management
Massachusetts
$16K +$127 +8 +0.8%
FPB
394
First PREMIER Bank
South Dakota
$16K +$8.64K +545 +102%
NFG
395
Next Financial Group
Texas
$16K +$18.2K +1,145 New
OC
396
Oakworth Capital
Alabama
$15K
MIP
397
Mondrian Investment Partners
United Kingdom
$15K +$111 +7 +0.9%
CAC
398
Certified Advisory Corp
Florida
$15K +$143 +9 +0.9%
AIA
399
Alera Investment Advisors
Illinois
$15K +$17K +1,073 New
SWM
400
SeaCrest Wealth Management
New York
$14K -$32K -2,017 -67%

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.