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Sun Life Financial

302 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $50M | Put options by funds: $17.8M

5% more capital invested

Capital invested by funds: $9.72B → $10.2B (+$523M)

2% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.21% less ownership

Funds ownership: 42.23%42.02% (-0.21%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 306302 (-4)

Holders
302
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
99
Reduced
97
Closed
29
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$90.3M +$23.7M +589,031 +37%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$89.3M -$1.75M -43,475 -2%
MSE
28
MUFG Securities EMEA
United Kingdom
$86M -$2.62M -65,200 -3%
GCC
29
Guardian Capital (Canada)
Ontario, Canada
$62.7M -$982K -24,436 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$61.2M -$6.25M -155,492 -10%
AAMU
31
Amundi Asset Management US
Massachusetts
$58.4M +$11.2M +279,121 +25%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$53.2M +$51.6M +1,284,301 New
CCMIC
33
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$53M -$492K -12,235 -0.9%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$52.5M -$4.88M -121,383 -9%
Goldman Sachs
35
Goldman Sachs
New York
$52.1M +$3.46M +86,086 +7%
OCAM
36
Onex Canada Asset Management
Ontario, Canada
$50.6M -$3.38M -84,241 -6%
National Pension Service
37
National Pension Service
South Korea
$45.8M +$33.9M +843,689 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$42.3M +$1.33K +33 +0%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$41.8M +$4.92M +122,448 +14%
Man Group
40
Man Group
United Kingdom
$38.3M +$16.7M +415,132 +82%
Morgan Stanley
41
Morgan Stanley
New York
$38M +$13.9M +346,313 +60%
Invesco
42
Invesco
Georgia
$37.9M -$2.38M -59,227 -6%
CS
43
Credit Suisse
Switzerland
$34.6M +$7.1M +176,730 +27%
BCIM
44
British Columbia Investment Management
British Columbia, Canada
$33.5M -$315K -7,836 -1%
CAM
45
Cidel Asset Management
Ontario, Canada
$30.3M +$31.9K +794 +0.1%
GMI
46
Greystone Managed Investments
Saskatchewan, Canada
$28.3M -$536K -13,335 -2%
Citigroup
47
Citigroup
New York
$27.6M +$15.5M +386,693 +138%
UIM
48
USS Investment Management
United Kingdom
$27M +$26.2M +652,000 New
Deutsche Bank
49
Deutsche Bank
Germany
$25.9M +$2.1M +52,281 +9%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.4M +$438K +10,904 +2%

SLF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2019, worth a combined $10.2B — up 5.4% from $9.72B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLF and 27 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 99 added.

The largest buyer was Norges Bank, adding an estimated $129M. The largest seller was CIBC Asset Management, cutting an estimated $111M.

  • 302 institutional investors held Sun Life Financial (SLF) as of Q2 2019, down from 306 in Q1 2019.
  • Funds reported $10.2B of Sun Life Financial stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 27 funds opened new Sun Life Financial positions in Q2 2019 and 29 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q2 2019 was Norges Bank, an estimated $129M added.
  • The largest Sun Life Financial seller in Q2 2019 was CIBC Asset Management, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.