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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
GT
301
Glenmede Trust
Pennsylvania
$288 +$94.5K +2,352 +51%
WIM
302
Westside Investment Management
California
$14 +$14.3K +355 New
EPFB
303
Employees Provident Fund Board
Malaysia
-$52.9M -1,029,554 Closed
AQR Capital Management
304
AQR Capital Management
Connecticut
-$25.7M -668,084 Closed
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
-$2.53M -65,804 Closed
MWNA
306
Marshall Wace North America
New York
-$1.46M -37,900 Closed
ECM
307
Element Capital Management
New York
-$1.03M -26,805 Closed
ARTA
308
A.R.T. Advisors
New York
-$864K -22,500 Closed
BCM
309
BlueCrest Capital Management
Jersey
-$861K -22,406 Closed
HI
310
HBK Investments
Texas
-$746K -19,416 Closed
TG
311
TCW Group
California
-$584K -15,200 Closed
BAM
312
Blueshift Asset Management
New Jersey
-$387K -10,075 Closed
PAG
313
Private Advisor Group
New Jersey
-$301K -7,835 Closed
TI
314
Trexquant Investment
Connecticut
-$230K -5,987 Closed
WAM
315
Wealthspire Advisors (Maryland)
Maryland
-$162K -4,209 Closed
NSIM
316
North Star Investment Management
Illinois
-$65K -1,689 Closed
IC
317
Inscription Capital
Texas
-$58K -1,500 Closed
BMM
318
Buffington Mohr McNeal
Idaho
-$50K -1,300 Closed
MFW
319
Mosaic Family Wealth
Missouri
-$33K -861 Closed
BBNA
320
Bremer Bank National Association
Minnesota
-$34K -829 Closed
AIA
321
Alera Investment Advisors
Illinois
-$18K -456 Closed
NSB
322
Norway Savings Bank
Maine
-$15K -400 Closed
SQA
323
Simon Quick Advisors
New Jersey
-$15K -400 Closed
CAM
324
Cresset Asset Management
Illinois
-$10K -270 Closed
FCA
325
FinTrust Capital Advisors
South Carolina
-$10K -255 Closed

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.