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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
WCA
101
Waratah Capital Advisors
Ontario, Canada
$3.06M +$1.95M +106,800 +222%
FAAS
102
First Allied Advisory Services
California
$3.03M -$3.5M -191,164 -56%
STC
103
SEI Trust Company
Pennsylvania
$2.82M +$388K +21,200 +17%
MIU
104
Man Investments (UK)
United Kingdom
$2.77M +$1.02M +55,905 +66%
CAM
105
Capstone Asset Management
Texas
$2.74M +$244K +13,325 +11%
US Bancorp
106
US Bancorp
Minnesota
$2.59M +$200K +10,941 +9%
WAM
107
World Asset Management
Michigan
$2.53M -$679K -37,104 -22%
GCAC
108
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.36M +$485K +26,534 +30%
VOAM
109
Vertex One Asset Management
British Columbia, Canada
$2.33M +$42K +2,299 +2%
FBP
110
Flippin Bruce & Porter
Virginia
$2.31M +$24.7K +1,350 +1%
Comerica Bank
111
Comerica Bank
Texas
$2.29M -$262K -14,344 -11%
CC
112
Chubb Corp
New Jersey
$2.26M
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$2.23M +$2.07M +113,113 New
AC
114
Allstate Corporation
Illinois
$2.13M
KFA
115
Kelleher Financial Advisors
New York
$2.12M +$192K +10,500 +11%
SB
116
Suntrust Banks
Georgia
$2.03M -$106K -5,790 -5%
EVM
117
Eaton Vance Management
Massachusetts
$1.97M +$24.2K +1,321 +1%
Commonwealth Equity Services
118
Commonwealth Equity Services
Massachusetts
$1.96M -$4.61K -252 -0.3%
Calamos Advisors
119
Calamos Advisors
Illinois
$1.95M
HIM
120
Hillsdale Investment Management
Ontario, Canada
$1.86M +$1.32M +72,100 +323%
NTCOC
121
Northern Trust Company of Connecticut
Connecticut
$1.82M -$501K -27,400 -23%
PI
122
Placemark Investments
Illinois
$1.81M +$399K +21,835 +31%
PCM
123
Princeton Capital Management
New Jersey
$1.79M -$21.4K -1,171 -1%
Millennium Management
124
Millennium Management
New York
$1.76M -$2.6M -142,229 -62%
PPA
125
Parametric Portfolio Associates
Washington
$1.76M -$157K -8,610 -9%

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.