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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
Goldman Sachs
51
Goldman Sachs
New York
$32.5M -$10.6M -577,513 -26%
Jane Street
52
Jane Street
New York
$28.2M -$2.1M -115,081 -7%
Bank of America
53
Bank of America
North Carolina
$26.6M -$3.86M -210,862 -14%
HCM
54
Heathbridge Capital Management
Ontario, Canada
$24.5M -$447K -24,450 -2%
Wells Fargo
55
Wells Fargo
California
$24.5M -$173K -9,435 -0.8%
Morgan Stanley
56
Morgan Stanley
New York
$22.9M -$1.29M -70,394 -6%
DMIC
57
Dixon Mitchell Investment Counsel
British Columbia, Canada
$21.9M +$2.25M +122,940 +12%
Fidelity International
58
Fidelity International
Bermuda
$20.1M -$1.32M -72,300 -7%
Aviva
59
Aviva
United Kingdom
$19.5M +$191K +10,453 +1%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$19.2M -$153K -8,388 -0.9%
MTB
61
Mizuho Trust & Banking
Japan
$18M -$30.3M -1,656,743 -66%
ALA
62
Atherton Lane Advisers
California
$17.7M -$982K -53,669 -6%
Natixis Advisors
63
Natixis Advisors
Massachusetts
$17.5M +$1.27M +69,575 +9%
WI
64
WBI Investments
New Jersey
$17.2M +$1.47M +80,232 +10%
Northern Trust
65
Northern Trust
Illinois
$16M +$2.05M +111,939 +16%
CCM
66
Cullen Capital Management
New York
$15M
TAM
67
Taylor Asset Management
Ontario, Canada
$14.9M
Citigroup
68
Citigroup
New York
$14.5M -$2.58M -141,111 -16%
JP Morgan Chase
69
JP Morgan Chase
New York
$14.5M -$585K -32,008 -4%
ACI
70
AMP Capital Investors
Australia
$13.6M +$3.12M +170,700 +33%
H
71
Hexavest
Quebec, Canada
$13.2M +$12.3M +670,200 New
Credit Agricole
72
Credit Agricole
France
$12.7M +$2.24M +122,714 +24%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$12.3M +$13.3K +726 +0.1%
Deutsche Bank
74
Deutsche Bank
Germany
$12.2M +$3.17M +173,528 +39%
SAM
75
Shell Asset Management
Netherlands
$10.6M -$1.65M -90,066 -15%

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.