Sun Life Financial
SLF
308 hedge funds and large institutions have $10.3B invested in Sun Life Financial in 2018 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 87 reducing their positions, and 29 closing their positions.
824% more call options, than puts
Call options by funds: $87M | Put options by funds: $9.42M
11% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 87
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
0% more funds holding
Funds holding: 308 → 308 (0)
1.36% less ownership
Funds ownership: 43.32% → 41.95% (-1.4%)
5% less capital invested
Capital invested by funds: $10.9B → $10.3B (-$583M)
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$473M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$70.7M |
| 3 |
CAM
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
+$41.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$468M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$255M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$119M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$55.1M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$41.6M |
SLF Hedge Fund Activity: Q2 2018 in Review
308 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2018, worth a combined $10.3B — down 5.4% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SLF positions and 29 closed out — a net gain of 3 holders — while 97 added to existing stakes and 87 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $473M. The largest seller was Fidelity Investments, cutting an estimated $468M.
- 308 institutional investors held Sun Life Financial (SLF) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $10.3B of Sun Life Financial stock for Q2 2018, down 5.4% quarter-over-quarter.
- 32 funds opened new Sun Life Financial positions in Q2 2018 and 29 closed out, a net change of +3 holders.
- The largest Sun Life Financial buyer in Q2 2018 was Fidelity International, an estimated $473M added.
- The largest Sun Life Financial seller in Q2 2018 was Fidelity Investments, an estimated $468M sold.
Based on aggregated 13F filings for Q2 2018.