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Sun Life Financial

302 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $50M | Put options by funds: $17.8M

5% more capital invested

Capital invested by funds: $9.72B → $10.2B (+$523M)

2% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.21% less ownership

Funds ownership: 42.23%42.02% (-0.21%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 306302 (-4)

Holders
302
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
99
Reduced
97
Closed
29
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
226
Duncker Streett & Co
Missouri
$101K
ZB
227
Zions Bancorporation
Utah
$99K +$40.6K +1,010 +73%
TF
228
TimeScale Financial
Massachusetts
$99K +$96K +2,388 New
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$92K +$4.54K +113 +5%
EWM
230
Executive Wealth Management
Michigan
$89K +$482 +12 +0.6%
Simplex Trading
231
Simplex Trading
Illinois
$86K +$83.7K +2,082 New
CCM
232
Cribstone Capital Management
Maine
$84K
TPWA
233
TRUE Private Wealth Advisors
Oregon
$80K +$78.1K +1,944 New
PCTC
234
Perkins Coie Trust Company
Washington
$77K
HNB
235
Huntington National Bank
Ohio
$77K +$6.71K +167 +10%
CAW
236
Cornerstone Advisors (Washington)
Washington
$77K +$8.56K +213 +13%
AIM
237
Advantage Investment Management
Iowa
$74K
ACA
238
Atlas Capital Advisors
Wyoming
$72K
AF
239
Allworth Financial
California
$67K
SPIA
240
Steward Partners Investment Advisory
New York
$65K +$63.8K +1,589 New
QCIG
241
Quad-Cities Investment Group
Iowa
$63K
LPWM
242
Lake Point Wealth Management
Texas
$59K
AC
243
Avestar Capital
New York
$53K
MA
244
MCF Advisors
Kentucky
$53K
PMFA
245
Plante Moran Financial Advisors
Michigan
$53K
LWA
246
Lowe Wealth Advisors
Maryland
$53K +$40 +1 +0.1%
LC
247
Lindbrook Capital
California
$53K +$2.41K +60 +5%
TSW
248
Thompson Siegel & Walmsley
Virginia
$44K
BDWM
249
Brewin Dolphin Wealth Management
Ireland
$43K
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$43K

SLF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2019, worth a combined $10.2B — up 5.4% from $9.72B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLF and 27 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 99 added.

The largest buyer was Norges Bank, adding an estimated $129M. The largest seller was CIBC Asset Management, cutting an estimated $111M.

  • 302 institutional investors held Sun Life Financial (SLF) as of Q2 2019, down from 306 in Q1 2019.
  • Funds reported $10.2B of Sun Life Financial stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 27 funds opened new Sun Life Financial positions in Q2 2019 and 29 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q2 2019 was Norges Bank, an estimated $129M added.
  • The largest Sun Life Financial seller in Q2 2019 was CIBC Asset Management, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.