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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.22B -$443M -24,200,617 -18%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.58B +$15.3M +836,529 +1%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$1.18B +$145M +7,907,268 +15%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$1.1B +$13.7M +747,474 +1%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$1.09B -$22.5M -1,232,441 -2%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$946M +$6.14M +335,800 +0.7%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$685M +$3.52M +192,211 +0.6%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$649M -$6.1M -333,383 -1%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$649M -$20.6M -1,126,827 -3%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$596M -$19.5M -1,065,023 -3%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$538M -$40.2K -2,199 -0%
Connor, Clark & Lunn Investment Management (CC&L)
12
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$523M +$23.1M +1,265,260 +5%
Canada Life
13
Canada Life
Manitoba, Canada
$468M +$56.6M +3,093,248 +15%
LBA
14
Letko, Brosseau & Associates
Quebec, Canada
$391M -$10.8M -587,750 -3%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$314M +$39.1M +2,135,185 +15%
GMI
16
Greystone Managed Investments
Saskatchewan, Canada
$309M -$86.3M -4,720,215 -23%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$307M -$21.7M -1,188,765 -7%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$299M +$4.42M +241,475 +2%
Invesco
19
Invesco
Georgia
$257M -$33.6M -1,837,828 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
20
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$202M +$105M +5,719,918 +127%
Allianz Asset Management
21
Allianz Asset Management
Germany
$190M -$3.95M -215,764 -2%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$167M +$2.52M +137,900 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$154M -$1.77M -97,012 -1%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$152M +$4.55M +248,559 +3%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$145M -$13.7M -748,300 -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.