Sun Life Financial
215 hedge funds and large institutions have $9.28B invested in Sun Life Financial in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 16 closing their positions.
210% more call options, than puts
Call options by funds: $59.5M | Put options by funds: $19.2M
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
11% more funds holding
Funds holding: 193 → 215 (+22)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% more capital invested
Capital invested by funds: $8.54B → $9.28B (+$741M)
0.93% less ownership
Funds ownership: 44.3% → 43.37% (-0.93%)
13% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$44.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$36.7M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$30.3M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$29.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$162M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.9M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$48.6M |
| 4 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$26.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$22.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRS
226
Invictus RG (Singapore)
Singapore
| – | -$180K | -5,640 | Closed |
|
227
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$79K | -2,466 | Closed |
|
|
WF
228
WealthTrust Fairport
Cleveland,
Ohio
| – | -$24K | -758 | Closed |
|
|
EWM
229
Evercore Wealth Management
New York
| – | -$4K | -134 | Closed |
|
|
MA
230
MUFG Americas
New York
| – | -$3K | -106 | Closed |
|
|
TCM
231
TD Capital Management
Memphis,
Tennessee
| – | -$2K | -62 | Closed |
|
SLF Hedge Fund Activity: Q4 2013 in Review
215 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2013, worth a combined $9.28B — up 8.7% from $8.54B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SLF positions and 16 closed out — a net gain of 23 holders — while 67 added to existing stakes and 77 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $44.7M. The largest seller was Royal Bank of Canada, cutting an estimated $162M.
- 215 institutional investors held Sun Life Financial (SLF) as of Q4 2013, up from 193 in Q3 2013.
- Funds reported $9.28B of Sun Life Financial stock for Q4 2013, up 8.7% quarter-over-quarter.
- 39 funds opened new Sun Life Financial positions in Q4 2013 and 16 closed out, a net change of +23 holders.
- The largest Sun Life Financial buyer in Q4 2013 was Credit Suisse, an estimated $44.7M added.
- The largest Sun Life Financial seller in Q4 2013 was Royal Bank of Canada, an estimated $162M sold.
Based on aggregated 13F filings for Q4 2013.