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.
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: 5 → 7 (+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: 229 → 235 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$44.8M |
| 2 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
+$35.4M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$33.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$23.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$57.6M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$38.9M |
| 3 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$30.8M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$30.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$28M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZB
251
Zions Bancorporation
Salt Lake City,
Utah
| – | -$32K | -1,031 | Closed |
|
|
AA
252
Apriem Advisors
Irvine,
California
| – | -$31K | -1,000 | Closed |
|
|
WA
253
WFG Advisors
Dallas,
Texas
| – | -$31K | -1,000 | Closed |
|
254
Schroder Investment Management Group
London,
United Kingdom
| – | -$29K | -950 | Closed |
|
|
FMII
255
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$18K | -577 | Closed |
|
|
CHP
256
Cable Hill Partners
Portland,
Oregon
| – | -$13K | -439 | Closed |
|
|
AC
257
Alexandria Capital
Arlington,
Virginia
| – | -$11K | -350 | Closed |
|
|
MAA
258
Managed Account Advisors
Jersey City,
New Jersey
| – | -$5K | -176 | Closed |
|
|
IPC
259
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$1K | -33 | 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.