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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
Korea Investment Corp
51
Korea Investment Corp
South Korea
$10.6M +$4.5M +136,600 +75%
Aviva
52
Aviva
United Kingdom
$10.6M -$391K -11,860 -4%
BKBG
53
BHF Kleinwort Benson Group
Belgium
$10.6M -$11.9M -362,132 -59%
Bank of America
54
Bank of America
North Carolina
$10.5M +$1.25M +37,854 +14%
JFL
55
Jarislowsky, Fraser Ltd
Quebec, Canada
$10.1M -$41.4K -1,255 -0.4%
Citigroup
56
Citigroup
New York
$10M -$823K -24,980 -8%
SCP
57
Scoria Capital Partners
Connecticut
$9.36M +$9.23M +280,000 New
Invesco
58
Invesco
Georgia
$8.58M -$2.02M -61,368 -19%
Northern Trust
59
Northern Trust
Illinois
$8.43M +$1.83M +55,514 +28%
GCAC
60
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.28M +$371K +11,241 +5%
CPS
61
Counsel Portfolio Services
Ontario, Canada
$8.24M +$834K +25,300 +12%
AT
62
AMF Tjänstepension
Sweden
$7.86M +$801K +24,292 +12%
BONST
63
Bank of Nova Scotia Trust
Ontario, Canada
$7.6M -$77.6K -2,353 -1%
GIBU
64
Gulf International Bank (UK)
United Kingdom
$7.25M
Zurich Cantonal Bank
65
Zurich Cantonal Bank
Switzerland
$6.55M +$1.83M +55,571 +40%
IA
66
Icon Advisers
Colorado
$6.35M +$6.27M +190,200 New
Dimensional Fund Advisors
67
Dimensional Fund Advisors
Texas
$6.3M +$3.84M +116,493 +161%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$6.17M +$188K +5,696 +3%
Wells Fargo
69
Wells Fargo
California
$5.99M +$1.25M +37,883 +27%
AP
70
AHL Partners
United Kingdom
$5.67M +$2.24M +67,939 +67%
ACI
71
AMP Capital Investors
Australia
$5.4M -$818K -24,800 -13%
GC
72
Guggenheim Capital
Illinois
$5.07M +$2.91M +88,245 +139%
SIP
73
Stoneridge Investment Partners
Pennsylvania
$4.7M -$4.95K -150 -0.1%
SAM
74
Shell Asset Management
Netherlands
$4.23M -$631K -19,154 -16%
Credit Agricole
75
Credit Agricole
France
$4.18M -$55.1K -1,670 -1%

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.