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Manulife Financial

340 hedge funds and large institutions have $13.3B invested in Manulife Financial in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $51.2M | Put options by funds: $22.1M

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

1% more funds holding

Funds holding: 337340 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

0.12% less ownership

Funds ownership: 49.89%49.77% (-0.12%)

8% less capital invested

Capital invested by funds: $14.4B → $13.3B (-$1.08B)

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
9.07%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
41
Increased
108
Reduced
94
Closed
33
Calls
$51.2M
Puts
$22.1M
Net Calls
+$29M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.69B -$54.3M -3,808,917 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$954M +$89.1M +6,254,034 +10%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$808M -$21.7M -1,520,085 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$775M +$2.48M +174,285 +0.3%
IGIM
5
I.G. Investment Management
Manitoba, Canada
$718M +$24M +1,688,169 +3%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$562M +$13.2M +928,388 +2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$512M +$57.8M +4,055,711 +12%
CIBC World Market
8
CIBC World Market
Ontario, Canada
$501M +$3.35M +235,082 +0.6%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$486M -$5.4M -379,433 -1%
JFL
10
Jarislowsky, Fraser Ltd
Quebec, Canada
$465M -$6.63M -465,509 -1%
Toronto Dominion Bank
11
Toronto Dominion Bank
Ontario, Canada
$416M +$10.6M +744,379 +3%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$412M -$42.4M -2,977,554 -9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$322M -$131M -9,197,452 -28%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$319M +$13.7M +960,850 +4%
Canada Life
15
Canada Life
Manitoba, Canada
$274M -$2.08M -145,983 -0.7%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$267M +$1.57M +110,075 +0.6%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$237M +$247M +17,359,645 New
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$228M -$25.7M -1,805,903 -10%
GCC
19
Guardian Capital (Canada)
Ontario, Canada
$225M -$8.54M -599,341 -3%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$219M -$33.5M -2,354,723 -13%
Wells Fargo
21
Wells Fargo
California
$158M +$20.8M +1,458,531 +14%
Swiss National Bank
22
Swiss National Bank
Switzerland
$152M +$5.5M +386,100 +4%
Invesco
23
Invesco
Georgia
$132M -$624K -43,802 -0.5%
GMI
24
Greystone Managed Investments
Saskatchewan, Canada
$121M -$33.9M -2,377,114 -21%
Legal & General Group
25
Legal & General Group
United Kingdom
$118M +$3.38M +237,141 +3%

MFC Hedge Fund Activity: Q2 2016 in Review

340 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2016, worth a combined $13.3B — down 7.5% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MFC positions and 33 closed out — a net gain of 8 holders — while 108 added to existing stakes and 94 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $247M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $149M sold.

  • 340 institutional investors held Manulife Financial (MFC) as of Q2 2016, up from 337 in Q1 2016.
  • Funds reported $13.3B of Manulife Financial stock for Q2 2016, down 7.5% quarter-over-quarter.
  • 41 funds opened new Manulife Financial positions in Q2 2016 and 33 closed out, a net change of +8 holders.
  • The largest Manulife Financial buyer in Q2 2016 was Mackenzie Financial, an estimated $247M added.
  • The largest Manulife Financial seller in Q2 2016 was Mawer Investment Management, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2016.