Sun Life Financial
229 hedge funds and large institutions have $8.29B invested in Sun Life Financial in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 28 closing their positions.
242% more call options, than puts
Call options by funds: $26.6M | Put options by funds: $7.78M
25% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 28
2% more funds holding
Funds holding: 224 → 229 (+5)
1.04% more ownership
Funds ownership: 42.74% → 43.77% (+1%)
4% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 70
15% less capital invested
Capital invested by funds: $9.76B → $8.29B (-$1.46B)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$207M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$162M |
| 3 |
Neuberger Berman Group
New York
|
+$34.3M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$28.6M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$116M |
| 2 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$53.2M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$50M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$34.8M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$29.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
251
Prelude Capital Management
New York
| – | -$21K | -580 | Closed |
|
|
S
252
SignatureFD
Atlanta,
Georgia
| – | -$6K | -164 | Closed |
|
|
PI
253
PineBridge Investments
New York
| – | -$4K | -100 | Closed |
|
|
RIA
254
Regal Investment Advisors
Kentwood,
Michigan
| – | -$3K | -77 | Closed |
|
|
CAW
255
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$2K | -57 | Closed |
|
256
Envestnet Asset Management
Chicago,
Illinois
| – | -$2K | -44 | Closed |
|
SLF Hedge Fund Activity: Q1 2015 in Review
229 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2015, worth a combined $8.29B — down 15% from $9.76B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SLF positions and 28 closed out — a net gain of 7 holders — while 67 added to existing stakes and 70 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $207M. The largest seller was Bank of Montreal, cutting an estimated $116M.
- 229 institutional investors held Sun Life Financial (SLF) as of Q1 2015, up from 224 in Q4 2014.
- Funds reported $8.29B of Sun Life Financial stock for Q1 2015, down 15% quarter-over-quarter.
- 35 funds opened new Sun Life Financial positions in Q1 2015 and 28 closed out, a net change of +7 holders.
- The largest Sun Life Financial buyer in Q1 2015 was Vanguard Group, an estimated $207M added.
- The largest Sun Life Financial seller in Q1 2015 was Bank of Montreal, an estimated $116M sold.
Based on aggregated 13F filings for Q1 2015.