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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
SRAIM
26
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$125M +$290K +15,843 +0.3%
Swiss National Bank
27
Swiss National Bank
Switzerland
$117M +$285K +15,600 +0.3%
Franklin Resources
28
Franklin Resources
California
$99.4M -$9.14M -499,497 -9%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$95.4M -$8.7M -475,525 -9%
AII
30
AGF Investments Inc
Ontario, Canada
$94M +$32.2M +1,761,433 +59%
PIC
31
PCJ Investment Counsel
Ontario, Canada
$90M +$3.91M +213,970 +5%
TCM
32
Tetrem Capital Management
Manitoba, Canada
$87.1M +$7.55M +412,968 +11%
CS
33
Credit Suisse
Switzerland
$82.2M +$76.2M +4,166,811 New
HGI
34
Hansberger Global Investors
Florida
$73M -$3.1M -169,513 -4%
SC
35
Scotia Capital
Ontario, Canada
$72.8M +$6.39M +349,449 +10%
RFC
36
Russell Frank Company
Washington
$72.7M -$4.47M -244,192 -6%
Norges Bank
37
Norges Bank
Norway
$71.8M +$2.66M +145,568 +4%
WI
38
WHV Investments
California
$69.3M -$6.6M -360,637 -9%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$60.4M +$34.8K +1,905 +0.1%
OTPPB
40
Ontario Teachers' Pension Plan Board
Ontario, Canada
$59M -$40.1M -2,191,991 -42%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$51.9M +$1.73M +94,538 +4%
AIMCA
42
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$50.9M +$4.02M +219,900 +10%
SCCM
43
Schafer Cullen Capital Management
New York
$47.7M +$6.01M +328,556 +16%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$46.9M +$43.9K +2,400 +0.1%
LM
45
Lincluden Management
Ontario, Canada
$41.3M -$853K -46,656 -2%
MAA
46
Managed Account Advisors
New Jersey
$40.3M -$196K -10,690 -0.5%
NEI
47
Northwest & Ethical Investments
Ontario, Canada
$38.8M -$6.94M -379,565 -16%
IIM
48
Intact Investment Management
Quebec, Canada
$38.8M -$7.03M -384,100 -17%
APG Asset Management
49
APG Asset Management
Netherlands
$37.7M +$130K +7,120 +0.4%
AC
50
Addenda Capital
Quebec, Canada
$36.1M -$75.7K -4,140 -0.2%

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.