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Sun Life Financial

235 hedge funds and large institutions have $8.94B invested in Sun Life Financial in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $9.08M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $8.29B → $8.94B (+$646M)

3% more funds holding

Funds holding: 229235 (+6)

0.06% less ownership

Funds ownership: 43.77%43.72% (-0.06%)

7% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 81

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
33
Increased
75
Reduced
81
Closed
24
Calls
$61.7M
Puts
$9.08M
Net Calls
+$52.6M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
226
Kistler-Tiffany Companies
Pennsylvania
$5K
WA
227
Waverly Advisors
Alabama
$4K
Simplex Trading
228
Simplex Trading
Illinois
$4K +$4.12K +125 New
FNBT
229
FineMark National Bank & Trust
Florida
$2K
MWP
230
MYCIO Wealth Partners
Pennsylvania
$2K
CAW
231
Cornerstone Advisors (Washington)
Washington
$2K +$2.14K +65 New
SI
232
Sentry Investments
Ontario, Canada
$1.43K -$30.8M -933,900 -96%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1.14K +$1.02K +31 New
S
234
SignatureFD
Georgia
$1K +$1.25K +38 New
QCG
235
Quadrant Capital Group
Ohio
$1K +$1.52K +46 New
EAM
236
EverPoint Asset Management
Connecticut
-$13.9M -450,000 Closed
Renaissance Technologies
237
Renaissance Technologies
New York
-$4.27M -138,600 Closed
PP
238
PDT Partners
New York
-$2.33M -75,595 Closed
Jane Street
239
Jane Street
New York
-$1.28M -41,583 Closed
FA
240
FDx Advisors
Illinois
-$915K -29,700 Closed
DTL
241
Dynamic Technology Lab
Singapore
-$625K -20,287 Closed
Capital Fund Management (CFM)
242
Capital Fund Management (CFM)
France
-$472K -15,310 Closed
1GA
243
1st Global Advisors
Texas
-$297K -9,623 Closed
TNBTD
244
Trustmark National Bank Trust Department
Mississippi
-$271K -8,801 Closed
QT
245
Quantbot Technologies
New York
-$268K -8,704 Closed
FCI
246
Financial Counselors Inc
Kansas
-$243K -7,882 Closed
V
247
Veritable
Delaware
-$207K -6,712 Closed
PCM
248
Parsons Capital Management
Rhode Island
-$130K -4,229 Closed
Creative Planning
249
Creative Planning
Kansas
-$61K -1,972 Closed
Walleye Trading
250
Walleye Trading
New York
-$36K -1,166 Closed

SLF Hedge Fund Activity: Q2 2015 in Review

235 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2015, worth a combined $8.94B — up 7.8% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SLF positions and 24 closed out — a net gain of 9 holders — while 75 added to existing stakes and 81 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $44.8M. The largest seller was Bank of Nova Scotia, cutting an estimated $57.6M.

  • 235 institutional investors held Sun Life Financial (SLF) as of Q2 2015, up from 229 in Q1 2015.
  • Funds reported $8.94B of Sun Life Financial stock for Q2 2015, up 7.8% quarter-over-quarter.
  • 33 funds opened new Sun Life Financial positions in Q2 2015 and 24 closed out, a net change of +9 holders.
  • The largest Sun Life Financial buyer in Q2 2015 was 1832 Asset Management, an estimated $44.8M added.
  • The largest Sun Life Financial seller in Q2 2015 was Bank of Nova Scotia, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2015.