Sun Life Financial
309 hedge funds and large institutions have $11.1B invested in Sun Life Financial in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 111 reducing their positions, and 24 closing their positions.
897% more call options, than puts
Call options by funds: $65M | Put options by funds: $6.52M
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $9.84B → $11.1B (+$1.26B)
3% more funds holding
Funds holding: 300 → 309 (+9)
0.27% more ownership
Funds ownership: 45.84% → 46.11% (+0.27%)
17% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$122M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$92.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$36.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$34.6M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$165M |
| 2 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$47.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$41.9M |
| 4 |
Renaissance Technologies
New York
|
-$15.7M |
| 5 |
Morgan Stanley
New York
|
-$14.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
326
FORA Capital
Miami,
Florida
| – | -$27K | -725 | Closed |
|
|
KPW
327
Kore Private Wealth
New York
| – | -$25K | -704 | Closed |
|
|
MIP
328
Mondrian Investment Partners
London,
United Kingdom
| – | -$20K | -400 | Closed |
|
|
TWP
329
TFO Wealth Partners
Maumee,
Ohio
| – | -$10K | -285 | Closed |
|
|
BCA
330
Berman Capital Advisors
Atlanta,
Georgia
| – | -$4.29K | -106 | -89% |
|
331
ClearBridge Investments
New York
| – | -$4K | -100 | Closed |
|
|
VFA
332
Valeo Financial Advisors
Carmel,
Indiana
| – | -$2K | -51 | Closed |
|
|
SF
333
Synovus Financial
Columbus,
Georgia
| – | -$2K | -44 | Closed |
|
SLF Hedge Fund Activity: Q3 2020 in Review
309 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2020, worth a combined $11.1B — up 13% from $9.84B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SLF positions and 24 closed out — a net gain of 11 holders — while 92 added to existing stakes and 111 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $122M. The largest seller was TD Asset Management, cutting an estimated $165M.
- 309 institutional investors held Sun Life Financial (SLF) as of Q3 2020, up from 300 in Q2 2020.
- Funds reported $11.1B of Sun Life Financial stock for Q3 2020, up 13% quarter-over-quarter.
- 35 funds opened new Sun Life Financial positions in Q3 2020 and 24 closed out, a net change of +11 holders.
- The largest Sun Life Financial buyer in Q3 2020 was T. Rowe Price Associates, an estimated $122M added.
- The largest Sun Life Financial seller in Q3 2020 was TD Asset Management, an estimated $165M sold.
Based on aggregated 13F filings for Q3 2020.