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Manulife Financial

384 hedge funds and large institutions have $17.5B invested in Manulife Financial in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 116 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 116

2% more capital invested

Capital invested by funds: $17.1B → $17.5B (+$410M)

2% less call options, than puts

Call options by funds: $31.1M | Put options by funds: $31.8M

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

1% less funds holding

Funds holding: 389384 (-5)

1.65% less ownership

Funds ownership: 48.74%47.09% (-1.6%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
384
Holders Change
-5
Holders Change %
-1.29%
% of All Funds
9.57%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
32
Increased
135
Reduced
116
Closed
35
Calls
$31.1M
Puts
$31.8M
Net Calls
-$688K
Net Calls Change
-$86.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Shell Asset Management
Netherlands
$8.08M -$1.02M -57,969 -15%
GWI
102
Grace & White Inc
New York
$8M -$84.6K -4,800 -1%
Franklin Resources
103
Franklin Resources
California
$7.95M +$629K +35,707 +9%
AG
104
Aperio Group
California
$7.65M +$24.8K +1,409 +0.3%
BA
105
Bridgewater Associates
Connecticut
$7.13M +$6.72M +380,945 New
DWM
106
Dorchester Wealth Management
Quebec, Canada
$6.89M -$149K -8,440 -2%
AllianceBernstein
107
AllianceBernstein
Tennessee
$6.77M +$2.7M +153,418 +74%
Citigroup
108
Citigroup
New York
$6.71M -$2.02M -114,842 -24%
BWP
109
Baldwin Wealth Partners
Massachusetts
$6.42M +$6.04M +342,405 New
MSV
110
MN Services Vermogensbeheer
Netherlands
$6.11M +$5.76M +326,650 New
CBOA
111
Commonwealth Bank of Australia
Australia
$5.9M +$431K +24,451 +8%
Arrowstreet Capital
112
Arrowstreet Capital
Massachusetts
$5.78M +$4M +226,800 +278%
Jane Street
113
Jane Street
New York
$5.56M -$13.4M -758,203 -72%
HAI
114
Hennessy Advisors Inc
California
$5.37M -$178K -10,100 -3%
LG
115
Leuthold Group
Minnesota
$4.82M -$152K -8,608 -3%
CCM
116
Cullen Capital Management
New York
$4.64M -$473K -26,820 -10%
FNBT
117
FineMark National Bank & Trust
Florida
$4.18M +$3.93M +222,914 New
OAM
118
Oppenheimer Asset Management
New York
$3.82M +$674K +38,245 +23%
BIA
119
Barry Investment Advisors
Massachusetts
$3.76M +$40.9K +2,322 +1%
DL
120
Delta Lloyd
Netherlands
$3.62M +$433K +24,549 +15%
WBC
121
Westpac Banking Corp
Australia
$3.6M -$1.28M -72,638 -33%
Axa
122
Axa
France
$3.53M +$273K +15,498 +9%
AAF
123
Andra AP-fonden
Sweden
$3.35M +$289K +16,400 +10%
William Blair & Company
124
William Blair & Company
Illinois
$3.34M +$98.8K +5,605 +3%
FBP
125
Flippin Bruce & Porter
Virginia
$3.29M +$168K +9,555 +6%

MFC Hedge Fund Activity: Q2 2017 in Review

384 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2017, worth a combined $17.5B — up 2.4% from $17.1B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of MFC and 32 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 135 added.

The largest buyer was Norges Bank, adding an estimated $147M. The largest seller was Toronto Dominion Bank, cutting an estimated $346M.

  • 384 institutional investors held Manulife Financial (MFC) as of Q2 2017, down from 389 in Q1 2017.
  • Funds reported $17.5B of Manulife Financial stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 32 funds opened new Manulife Financial positions in Q2 2017 and 35 closed out, a net change of -3 holders.
  • The largest Manulife Financial buyer in Q2 2017 was Norges Bank, an estimated $147M added.
  • The largest Manulife Financial seller in Q2 2017 was Toronto Dominion Bank, an estimated $346M sold.

Based on aggregated 13F filings for Q2 2017.