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Manulife Financial

331 hedge funds and large institutions have $16.8B invested in Manulife Financial in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 120 increasing their positions, 94 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $31.9M | Put options by funds: $23.5M

28% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 94

0.43% more ownership

Funds ownership: 49.69%50.12% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 3131 (0)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 339331 (-8)

5% less capital invested

Capital invested by funds: $17.7B → $16.8B (-$893M)

Holders
331
Holders Change
-8
Holders Change %
-2.36%
% of All Funds
8.82%
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.83%
New
32
Increased
120
Reduced
94
Closed
34
Calls
$31.9M
Puts
$23.5M
Net Calls
+$8.48M
Net Calls Change
+$9.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.14B +$118M +6,863,701 +6%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.27B +$50.2M +2,918,201 +4%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$1.02B -$31.1M -1,808,423 -3%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$950M -$21M -1,219,120 -2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$844M +$12.8M +741,386 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$830M -$282M -16,386,489 -25%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$780M +$447M +25,949,934 +130%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$633M +$31.4M +1,822,020 +5%
JFL
9
Jarislowsky, Fraser Ltd
Quebec, Canada
$571M +$9.45M +549,285 +2%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$527M +$70.2M +4,078,179 +15%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$519M +$40.3M +2,339,897 +8%
BGC
12
Beutel, Goodman & Co
Ontario, Canada
$502M -$1.02M -58,985 -0.2%
Toronto Dominion Bank
13
Toronto Dominion Bank
Ontario, Canada
$502M +$3.38M +196,648 +0.7%
Canada Life
14
Canada Life
Manitoba, Canada
$417M +$11.5M +666,282 +3%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$391M +$39.9M +2,319,973 +11%
Vanguard Group
16
Vanguard Group
Pennsylvania
$355M +$359M +20,873,820 New
LBA
17
Letko, Brosseau & Associates
Quebec, Canada
$338M +$17.8M +1,036,290 +5%
Fiera Capital (Canada)
18
Fiera Capital (Canada)
Quebec, Canada
$318M +$37.4M +2,174,726 +13%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$271M +$6.65M +386,646 +2%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$192M +$25.4M +1,474,812 +15%
Invesco
21
Invesco
Georgia
$184M +$5.22M +303,504 +3%
GMI
22
Greystone Managed Investments
Saskatchewan, Canada
$180M -$10.2M -593,769 -5%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$170M +$20.3M +1,179,658 +14%
Allianz Asset Management
24
Allianz Asset Management
Germany
$156M +$7.91M +459,703 +5%
TCM
25
Tetrem Capital Management
Manitoba, Canada
$151M -$16M -929,424 -12%

MFC Hedge Fund Activity: Q1 2015 in Review

331 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q1 2015, worth a combined $16.8B — down 5% from $17.7B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of MFC and 32 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 120 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $447M. The largest seller was Fidelity Investments, cutting an estimated $282M.

  • 331 institutional investors held Manulife Financial (MFC) as of Q1 2015, down from 339 in Q4 2014.
  • Funds reported $16.8B of Manulife Financial stock for Q1 2015, down 5% quarter-over-quarter.
  • 32 funds opened new Manulife Financial positions in Q1 2015 and 34 closed out, a net change of -2 holders.
  • The largest Manulife Financial buyer in Q1 2015 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $447M added.
  • The largest Manulife Financial seller in Q1 2015 was Fidelity Investments, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2015.