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Manulife Financial

454 hedge funds and large institutions have $16.9B invested in Manulife Financial in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 156 increasing their positions, 123 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more call options, than puts

Call options by funds: $45.6M | Put options by funds: $17M

27% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 123

19% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 32

1% more funds holding

Funds holding: 451454 (+3)

0.38% less ownership

Funds ownership: 47.67%47.29% (-0.38%)

4% less capital invested

Capital invested by funds: $17.6B → $16.9B (-$677M)

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

Holders
454
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
10.39%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.48%
New
38
Increased
156
Reduced
123
Closed
32
Calls
$45.6M
Puts
$17M
Net Calls
+$28.6M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.25B +$85.7M +4,547,542 +4%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$1.33B -$9.81M -520,548 -0.7%
CCM
3
Causeway Capital Management
California
$960M +$51.4M +2,729,880 +5%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$948M -$64.1M -3,401,992 -6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$903M +$35.5M +1,885,587 +4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$781M -$130M -6,916,895 -14%
Caisse de Depot et Placement du Quebec (CDPQ)
7
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$621M
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$605M -$3.51M -186,367 -0.5%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$516M -$47.3M -2,507,827 -8%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$469M -$58.6M -3,107,115 -11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$428M +$76.8M +4,077,264 +21%
Canada Life
12
Canada Life
Manitoba, Canada
$378M -$3.51M -186,099 -0.9%
LBA
13
Letko, Brosseau & Associates
Quebec, Canada
$345M +$26M +1,381,094 +8%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$318M +$10.7M +566,117 +3%
Bank of Nova Scotia
15
Bank of Nova Scotia
Ontario, Canada
$258M +$10.1M +537,871 +4%
Wells Fargo
16
Wells Fargo
California
$226M -$6.91M -366,907 -3%
Norges Bank
17
Norges Bank
Norway
$215M -$1.19M -63,291 -0.5%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$215M +$8.01M +425,212 +4%
Mawer Investment Management
19
Mawer Investment Management
Alberta, Canada
$200M +$9.88M +524,066 +5%
SC
20
Scotia Capital
Ontario, Canada
$197M +$2.83M +150,112 +1%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$187M +$111M +5,883,095 +130%
Legal & General Group
22
Legal & General Group
United Kingdom
$141M -$2.37M -126,015 -2%
UIM
23
USS Investment Management
United Kingdom
$140M
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135M +$3.54M +188,108 +3%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$133M -$2.05M -108,700 -2%

MFC Hedge Fund Activity: Q2 2018 in Review

454 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Manulife Financial (MFC) for Q2 2018, worth a combined $16.9B — down 3.8% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MFC positions and 32 closed out — a net gain of 6 holders — while 156 added to existing stakes and 123 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $111M. The largest seller was Mackenzie Financial, cutting an estimated $130M.

  • 454 institutional investors held Manulife Financial (MFC) as of Q2 2018, up from 451 in Q1 2018.
  • Funds reported $16.9B of Manulife Financial stock for Q2 2018, down 3.8% quarter-over-quarter.
  • 38 funds opened new Manulife Financial positions in Q2 2018 and 32 closed out, a net change of +6 holders.
  • The largest Manulife Financial buyer in Q2 2018 was Toronto Dominion Bank, an estimated $111M added.
  • The largest Manulife Financial seller in Q2 2018 was Mackenzie Financial, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2018.