Sun Life Financial
306 hedge funds and large institutions have $9.72B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.
267% more call options, than puts
Call options by funds: $56.6M | Put options by funds: $15.4M
26% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 23
16% more capital invested
Capital invested by funds: $8.36B → $9.72B (+$1.36B)
1% more funds holding
Funds holding: 302 → 306 (+4)
0.47% more ownership
Funds ownership: 41.76% → 42.23% (+0.47%)
11% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 102
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$78.7M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$50.5M |
| 3 |
Two Sigma Investments
New York
|
+$37M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$34.7M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$74.7M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$37.6M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$34.9M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$33.4M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$32.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
W
326
WealthOne
Albany,
New York
| – | -$7K | -206 | Closed |
|
|
CFGS
327
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$4.59K | -125 | Closed |
|
328
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -77 | Closed |
|
|
PWMG
329
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$1K | -33 | Closed |
|
SLF Hedge Fund Activity: Q1 2019 in Review
306 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2019, worth a combined $9.72B — up 16% from $8.36B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SLF positions and 23 closed out — a net gain of 6 holders — while 91 added to existing stakes and 102 trimmed.
The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $78.7M. The largest seller was 1832 Asset Management, cutting an estimated $74.7M.
- 306 institutional investors held Sun Life Financial (SLF) as of Q1 2019, up from 302 in Q4 2018.
- Funds reported $9.72B of Sun Life Financial stock for Q1 2019, up 16% quarter-over-quarter.
- 29 funds opened new Sun Life Financial positions in Q1 2019 and 23 closed out, a net change of +6 holders.
- The largest Sun Life Financial buyer in Q1 2019 was MUFG Securities EMEA, an estimated $78.7M added.
- The largest Sun Life Financial seller in Q1 2019 was 1832 Asset Management, an estimated $74.7M sold.
Based on aggregated 13F filings for Q1 2019.