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Manulife Financial

382 hedge funds and large institutions have $18B invested in Manulife Financial in 2016 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 118 increasing their positions, 104 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more call options, than puts

Call options by funds: $194M | Put options by funds: $34.6M

196% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 23

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

31% more capital invested

Capital invested by funds: $13.7B → $18B (+$4.27B)

13% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 104

12% more funds holding

Funds holding: 340382 (+42)

1.99% more ownership

Funds ownership: 48.99%50.98% (+2%)

Holders
382
Holders Change
+42
Holders Change %
+12.35%
% of All Funds
9.55%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.78%
New
68
Increased
118
Reduced
104
Closed
23
Calls
$194M
Puts
$34.6M
Net Calls
+$160M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$154M -$1.46M -89,846 -1%
SC
27
Scotia Capital
Ontario, Canada
$146M +$9.23M +566,499 +7%
APG Asset Management
28
APG Asset Management
Netherlands
$136M +$42.8M +2,625,111 +48%
Invesco
29
Invesco
Georgia
$112M -$57.9M -3,553,443 -36%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$106M -$5.06M -310,380 -5%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$104M -$1.31M -80,255 -1%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$96.4M +$41.5M +2,548,700 +172%
Viking Global Investors
33
Viking Global Investors
Connecticut
$95.4M +$87.2M +5,355,525 New
CCM
34
Causeway Capital Management
California
$94.5M -$4.24M -260,462 -5%
GMI
35
Greystone Managed Investments
Saskatchewan, Canada
$90.4M -$6.59M -404,454 -7%
PIC
36
PCJ Investment Counsel
Ontario, Canada
$89.9M +$10.9M +667,695 +15%
IIM
37
Intact Investment Management
Quebec, Canada
$87.4M -$12.3M -757,800 -17%
Goldman Sachs
38
Goldman Sachs
New York
$84.6M +$8.45M +518,827 +12%
SRAIM
39
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$82.1M -$4.22M -258,824 -5%
CAM
40
Cidel Asset Management
Ontario, Canada
$73.9M +$4.75M +291,327 +8%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.1M +$9.85M +604,700 +18%
TCM
42
Tetrem Capital Management
Manitoba, Canada
$69M -$13.7M -843,075 -18%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$67.6M +$61.8M +3,793,321 New
AII
44
AGF Investments Inc
Ontario, Canada
$65.1M -$36.7M -2,252,587 -38%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$61.7M +$16.7M +1,025,535 +42%
SCCM
46
Schafer Cullen Capital Management
New York
$59.2M +$7.15M +438,784 +15%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$56.7M +$415K +25,471 +0.8%
LM
48
Lincluden Management
Ontario, Canada
$55.3M +$11.9M +729,724 +31%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$55M +$3.18M +195,100 +7%
Allianz Asset Management
50
Allianz Asset Management
Germany
$54.3M -$11.8M -725,681 -19%

MFC Hedge Fund Activity: Q4 2016 in Review

382 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q4 2016, worth a combined $18B — up 31% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MFC positions and 23 closed out — a net gain of 45 holders — while 118 added to existing stakes and 104 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $520M. The largest seller was I.G. Investment Management, cutting an estimated $376M.

  • 382 institutional investors held Manulife Financial (MFC) as of Q4 2016, up from 340 in Q3 2016.
  • Funds reported $18B of Manulife Financial stock for Q4 2016, up 31% quarter-over-quarter.
  • 68 funds opened new Manulife Financial positions in Q4 2016 and 23 closed out, a net change of +45 holders.
  • The largest Manulife Financial buyer in Q4 2016 was 1832 Asset Management, an estimated $520M added.
  • The largest Manulife Financial seller in Q4 2016 was I.G. Investment Management, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2016.