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Sun Life Financial

235 hedge funds and large institutions have $8.94B invested in Sun Life Financial in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $9.08M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $8.29B → $8.94B (+$646M)

3% more funds holding

Funds holding: 229235 (+6)

0.06% less ownership

Funds ownership: 43.77%43.72% (-0.06%)

7% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 81

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
33
Increased
75
Reduced
81
Closed
24
Calls
$61.7M
Puts
$9.08M
Net Calls
+$52.6M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$60.9M +$161K +4,869 +0.3%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$54.8M -$4.27M -129,641 -7%
PIC
28
PCJ Investment Counsel
Ontario, Canada
$53.6M -$11.3M -342,579 -18%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$52.8M -$1.71M -51,973 -3%
SC
30
Scotia Capital
Ontario, Canada
$49.9M +$881K +26,731 +2%
GCC
31
Guardian Capital (Canada)
Ontario, Canada
$46.8M +$35.4M +1,075,050 +332%
CCMIC
32
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$42.5M +$2.42M +73,279 +6%
CS
33
Credit Suisse
Switzerland
$37.9M +$229K +6,938 +0.6%
Federated Hermes
34
Federated Hermes
Pennsylvania
$32M +$1.47M +44,519 +5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$31.1M -$3.05M -92,641 -9%
State of Tennessee, Department of Treasury
36
State of Tennessee, Department of Treasury
Tennessee
$28.4M
BCM
37
Barometer Capital Management
Ontario, Canada
$27.1M +$11.3M +343,469 +73%
UBS Group
38
UBS Group
Switzerland
$23.8M +$16.3M +495,668 +228%
Deutsche Bank
39
Deutsche Bank
Germany
$23.2M +$4.47M +135,544 +24%
RFC
40
Russell Frank Company
Washington
$21.7M +$9.39M +284,914 +78%
Morgan Stanley
41
Morgan Stanley
New York
$21.4M -$9.88M -299,745 -32%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$21.1M +$5.11M +155,069 +33%
TCM
43
Tetrem Capital Management
Manitoba, Canada
$20.7M +$375K +11,390 +2%
JP Morgan Chase
44
JP Morgan Chase
New York
$16.2M +$9.12M +276,688 +133%
Two Sigma Investments
45
Two Sigma Investments
New York
$14.6M -$1.44M -43,702 -9%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$13.5M +$10.8M +327,280 +419%
NEI
47
Northwest & Ethical Investments
Ontario, Canada
$12M +$415K +12,578 +4%
Goldman Sachs
48
Goldman Sachs
New York
$11.2M +$1.22M +36,940 +12%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$11.1M +$1.42M +43,100 +15%
PP
50
Prudential plc
United Kingdom
$10.7M +$393K +11,922 +4%

SLF Hedge Fund Activity: Q2 2015 in Review

235 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2015, worth a combined $8.94B — up 7.8% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SLF positions and 24 closed out — a net gain of 9 holders — while 75 added to existing stakes and 81 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $44.8M. The largest seller was Bank of Nova Scotia, cutting an estimated $57.6M.

  • 235 institutional investors held Sun Life Financial (SLF) as of Q2 2015, up from 229 in Q1 2015.
  • Funds reported $8.94B of Sun Life Financial stock for Q2 2015, up 7.8% quarter-over-quarter.
  • 33 funds opened new Sun Life Financial positions in Q2 2015 and 24 closed out, a net change of +9 holders.
  • The largest Sun Life Financial buyer in Q2 2015 was 1832 Asset Management, an estimated $44.8M added.
  • The largest Sun Life Financial seller in Q2 2015 was Bank of Nova Scotia, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2015.