Sun Life Financial
213 hedge funds and large institutions have $9.9B invested in Sun Life Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 14 closing their positions.
119% more call options, than puts
Call options by funds: $46.2M | Put options by funds: $21.1M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
16% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 70
6% more capital invested
Capital invested by funds: $9.32B → $9.9B (+$585M)
0.26% less ownership
Funds ownership: 44.27% → 44.01% (-0.26%)
2% less funds holding
Funds holding: 217 → 213 (-4)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$159M |
| 2 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$70.8M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$43M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.5M |
| 5 |
Two Sigma Investments
New York
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$274M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$132M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$47.5M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$28.6M |
| 5 |
Goldman Sachs
New York
|
-$24.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Envestnet Asset Management
Chicago,
Illinois
| – | -$6K | -175 | Closed |
|
|
MPWT
227
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.07K | -31 | Closed |
|
SLF Hedge Fund Activity: Q2 2014 in Review
213 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2014, worth a combined $9.9B — up 6.3% from $9.32B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SLF and 11 opened new positions — a net loss of 3 holders — while 70 trimmed existing stakes and 81 added.
The largest buyer was Royal Bank of Canada, adding an estimated $159M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $274M sold.
- 213 institutional investors held Sun Life Financial (SLF) as of Q2 2014, down from 217 in Q1 2014.
- Funds reported $9.9B of Sun Life Financial stock for Q2 2014, up 6.3% quarter-over-quarter.
- 11 funds opened new Sun Life Financial positions in Q2 2014 and 14 closed out, a net change of -3 holders.
- The largest Sun Life Financial buyer in Q2 2014 was Royal Bank of Canada, an estimated $159M added.
- The largest Sun Life Financial seller in Q2 2014 was Capital Research Global Investors, an estimated $274M sold.
Based on aggregated 13F filings for Q2 2014.