Sun Life Financial
281 hedge funds and large institutions have $10.4B invested in Sun Life Financial in 2017 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 19 closing their positions.
256% more call options, than puts
Call options by funds: $59.3M | Put options by funds: $16.7M
79% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 19
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
12% more capital invested
Capital invested by funds: $9.31B → $10.4B (+$1.09B)
4% more funds holding
Funds holding: 271 → 281 (+10)
0.19% more ownership
Funds ownership: 42.12% → 42.31% (+0.19%)
13% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$55.3M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$46.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$28.9M |
| 4 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
+$27.1M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$61.7M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$56.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$45.1M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$42.9M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$23M |
SLF Hedge Fund Activity: Q3 2017 in Review
281 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2017, worth a combined $10.4B — up 12% from $9.31B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SLF positions and 19 closed out — a net gain of 15 holders — while 84 added to existing stakes and 97 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $55.3M. The largest seller was Toronto Dominion Bank, cutting an estimated $61.7M.
- 281 institutional investors held Sun Life Financial (SLF) as of Q3 2017, up from 271 in Q2 2017.
- Funds reported $10.4B of Sun Life Financial stock for Q3 2017, up 12% quarter-over-quarter.
- 34 funds opened new Sun Life Financial positions in Q3 2017 and 19 closed out, a net change of +15 holders.
- The largest Sun Life Financial buyer in Q3 2017 was Schroder Investment Management Group, an estimated $55.3M added.
- The largest Sun Life Financial seller in Q3 2017 was Toronto Dominion Bank, an estimated $61.7M sold.
Based on aggregated 13F filings for Q3 2017.