Sun Life Financial
306 hedge funds and large institutions have $11.7B invested in Sun Life Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 22 closing their positions.
299% more call options, than puts
Call options by funds: $79.3M | Put options by funds: $19.9M
36% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 22
14% more capital invested
Capital invested by funds: $10.2B → $11.7B (+$1.41B)
1.94% more ownership
Funds ownership: 42.02% → 43.96% (+1.9%)
1% more funds holding
Funds holding: 302 → 306 (+4)
9% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 91
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$189M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$160M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$117M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$60.3M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$112M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$74.7M |
| 3 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$60.8M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$29.1M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$17.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Parallax Volatility Advisers
San Francisco,
California
| – | -$8K | -190 | Closed |
|
327
AssetMark Inc
Concord,
California
| – | -$2K | -41 | Closed |
|
|
W
328
WealthStone
Columbus,
Ohio
| – | -$537 | -13 | Closed |
|
SLF Hedge Fund Activity: Q3 2019 in Review
306 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2019, worth a combined $11.7B — up 14% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLF positions and 22 closed out — a net gain of 8 holders — while 99 added to existing stakes and 91 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $189M. The largest seller was TD Asset Management, cutting an estimated $112M.
- 306 institutional investors held Sun Life Financial (SLF) as of Q3 2019, up from 302 in Q2 2019.
- Funds reported $11.7B of Sun Life Financial stock for Q3 2019, up 14% quarter-over-quarter.
- 30 funds opened new Sun Life Financial positions in Q3 2019 and 22 closed out, a net change of +8 holders.
- The largest Sun Life Financial buyer in Q3 2019 was Bank of Montreal, an estimated $189M added.
- The largest Sun Life Financial seller in Q3 2019 was TD Asset Management, an estimated $112M sold.
Based on aggregated 13F filings for Q3 2019.