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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
AWM
251
Arbor Wealth Management
Florida
$41K
SFPIA
252
Stevens First Principles Investment Advisors
California
$38K
TRCT
253
Tower Research Capital (TRC)
New York
$38K +$31K +771 +514%
PA
254
Parallel Advisors
California
$34K +$17.6K +439 +113%
ONST
255
Old North State Trust
North Carolina
$31K
HPC
256
HM Payson & Co
Maine
$31K +$29.8K +742 New
UBS AM
257
UBS AM
Illinois
$30.9K
LM
258
Lincluden Management
Ontario, Canada
$30.4K -$1.67M -41,605 -5%
FA
259
Financial Advantage
Maryland
$30K
First Manhattan
260
First Manhattan
New York
$29K
NFG
261
Next Financial Group
Texas
$28K +$2.13K +53 +8%
QI
262
QS Investors
New York
$28K +$12.1K +300 +79%
APSP
263
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K
MA
264
MUFG Americas
New York
$26K
CAGAS
265
Capital Advisory Group Advisory Services
Minnesota
$25K
LWANC
266
Laurel Wealth Advisors (North Carolina)
North Carolina
$22K
MIP
267
Mondrian Investment Partners
United Kingdom
$22K
GRP
268
Global Retirement Partners
California
$22K +$40 +1 +0.2%
PCG
269
Private Capital Group
Connecticut
$21K
RFA
270
Reilly Financial Advisors
California
$21K
SA
271
SRH Advisors
Kansas
$21K
KCPG
272
Kavar Capital Partners Group
Kansas
$21K +$20.1K +500 New
GAM
273
Gemmer Asset Management
California
$20K
CCM
274
Covington Capital Management
California
$19K
JCM
275
Jacobi Capital Management
Pennsylvania
$18K +$161 +4 +0.9%

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.