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Sun Life Financial

256 hedge funds and large institutions have $8.73B invested in Sun Life Financial in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more call options, than puts

Call options by funds: $35M | Put options by funds: $5.73M

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

17% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 84

2% more funds holding

Funds holding: 251256 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.74% less ownership

Funds ownership: 43.82%43.08% (-0.74%)

2% less capital invested

Capital invested by funds: $8.9B → $8.73B (-$171M)

Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
6.83%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
98
Reduced
84
Closed
17
Calls
$35M
Puts
$5.73M
Net Calls
+$29.3M
Net Calls Change
+$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
GCC
26
Guardian Capital (Canada)
Ontario, Canada
$52.5M +$653K +19,490 +1%
UBS AM
27
UBS AM
Illinois
$51.2M -$401K -11,973 -0.8%
IIM
28
Intact Investment Management
Quebec, Canada
$50.4M -$11.4M -339,900 -22%
SC
29
Scotia Capital
Ontario, Canada
$47.8M +$324K +9,674 +0.7%
Credit Agricole
30
Credit Agricole
France
$45M +$53K +1,580 +0.1%
CS
31
Credit Suisse
Switzerland
$41.8M +$3.54M +105,683 +9%
CCMIC
32
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$40M +$320K +9,549 +0.8%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$39.7M +$20.3M +606,365 +100%
SRAIM
34
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$39.3M -$15.1M -449,835 -27%
PIC
35
PCJ Investment Counsel
Ontario, Canada
$35.7M -$505K -15,080 -1%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$35.5M -$64.3K -1,917 -0.2%
Two Sigma Investments
37
Two Sigma Investments
New York
$35.3M +$1.33M +39,792 +4%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35M -$9.95M -296,900 -22%
EA
39
Emerald Acquisition
Washington
$31.9M +$32.7M +976,117 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$31M +$561K +16,748 +2%
Goldman Sachs
41
Goldman Sachs
New York
$30.2M +$1.31M +39,226 +4%
State of Tennessee, Department of Treasury
42
State of Tennessee, Department of Treasury
Tennessee
$28.9M +$3.92M +117,066 +15%
TAM
43
Todd Asset Management
Kentucky
$24.1M +$6.11M +182,199 +33%
Morgan Stanley
44
Morgan Stanley
New York
$22.8M +$1.2M +35,709 +5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$22M +$14.3M +427,864 +176%
LM
46
Lincluden Management
Ontario, Canada
$21.5M +$2.99M +89,135 +16%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$19.7M -$6.16M -183,905 -23%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$19.5M -$1.79M -53,400 -8%
UBS Group
49
UBS Group
Switzerland
$18.7M -$4.7M -140,287 -20%
Bank of America
50
Bank of America
North Carolina
$18.1M +$1.08M +32,225 +6%

SLF Hedge Fund Activity: Q2 2016 in Review

256 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2016, worth a combined $8.73B — down 1.9% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SLF positions and 17 closed out — a net gain of 10 holders — while 98 added to existing stakes and 84 trimmed.

The largest buyer was Mackenzie Financial, opening a new position worth an estimated $124M. The largest seller was Capital International Investors, cutting an estimated $75.2M.

  • 256 institutional investors held Sun Life Financial (SLF) as of Q2 2016, up from 251 in Q1 2016.
  • Funds reported $8.73B of Sun Life Financial stock for Q2 2016, down 1.9% quarter-over-quarter.
  • 27 funds opened new Sun Life Financial positions in Q2 2016 and 17 closed out, a net change of +10 holders.
  • The largest Sun Life Financial buyer in Q2 2016 was Mackenzie Financial, an estimated $124M added.
  • The largest Sun Life Financial seller in Q2 2016 was Capital International Investors, an estimated $75.2M sold.

Based on aggregated 13F filings for Q2 2016.