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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
HI
276
Human Investing
Oregon
$17K
BCA
277
Berman Capital Advisors
Georgia
$13K
DOA
278
D'Orazio & Associates
Virginia
$13K
SIAS
279
Shine Investment Advisory Services
Colorado
$13K
PCP
280
Proficio Capital Partners
Massachusetts
$11K +$5.3K +132 +96%
CBT
281
Capital Bank & Trust
California
$10K
SSB
282
Sandy Spring Bank
Maryland
$10K
TFS
283
TrustCore Financial Services
Tennessee
$10K
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$9K +$9.04K +225 New
BFEC
285
Benjamin F. Edwards & Company
Missouri
$8K
CTC
286
Central Trust Company
Missouri
$8K
RIA
287
Realta Investment Advisors
Delaware
$8K
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$844 +21 +12%
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$8K +$1K +25 +15%
Parallax Volatility Advisers
290
Parallax Volatility Advisers
California
$8K +$7.63K +190 New
AIM
291
Arcadia Investment Management
Michigan
$8K +$8.04K +200 New
BWM
292
Baystate Wealth Management
Massachusetts
$7K
OC
293
Oakworth Capital
Alabama
$6K
BL
294
Balentine LLC
Georgia
$5K +$5.26K +131 New
ClearBridge Investments
295
ClearBridge Investments
New York
$4K
EARNEST Partners
296
EARNEST Partners
Georgia
$4K
LWA
297
Lenox Wealth Advisors
New York
$3K
AssetMark Inc
298
AssetMark Inc
California
$2K -$39.4K -981 -96%
MWM
299
Meridian Wealth Management
Kentucky
$1.64K +$159K +3,957 New
W
300
WealthStone
Ohio
$537 +$522 +13 New

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.