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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
Bank of America
51
Bank of America
North Carolina
$24.7M +$14.8M +369,404 +162%
Northern Trust
52
Northern Trust
Illinois
$24M +$204K +5,074 +0.9%
AII
53
AGF Investments Inc
Ontario, Canada
$22.5M -$2.38M -59,183 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22.5M -$24.7M -614,645 -53%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$22.4M -$8.98M -223,591 -29%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$21.5M +$1.7M +42,190 +9%
AT
57
AMF Tjänstepension
Sweden
$20.5M -$759K -18,900 -4%
HIM
58
Hillsdale Investment Management
Ontario, Canada
$20.3M -$9.05M -225,180 -31%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$20.1M +$19.5M +486,433 New
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$20.1M +$16.3M +406,795 +516%
Korea Investment Corp
61
Korea Investment Corp
South Korea
$20M -$3.13M -77,900 -14%
NEI
62
Northwest & Ethical Investments
Ontario, Canada
$20M -$32.9K -820 -0.2%
UBS Group
63
UBS Group
Switzerland
$19.7M +$3.66M +91,168 +24%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$18.9M -$5.81M -144,575 -24%
MBI
65
Montrusco Bolton Investments
Quebec, Canada
$18.7M -$13.3M -330,802 -42%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$18.7M -$1.06M -26,477 -6%
TAM
67
Todd Asset Management
Kentucky
$18.4M +$2.09M +51,895 +13%
PAMU
68
Pictet Asset Management (UK)
United Kingdom
$18.4M -$1.86M -46,402 -9%
CCMG
69
Clark Capital Management Group
Pennsylvania
$18.3M +$414K +10,291 +2%
Renaissance Technologies
70
Renaissance Technologies
New York
$18.1M +$5.86M +145,900 +50%
PIC
71
PCJ Investment Counsel
Ontario, Canada
$15.8M -$733K -18,246 -5%
IIM
72
Intact Investment Management
Quebec, Canada
$15.2M +$257K +6,400 +2%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$14.4M +$10.7M +265,600 New
PP
74
Prudential plc
United Kingdom
$14.4M -$1.55M -38,484 -10%
VRS
75
Virginia Retirement Systems
Virginia
$13.9M +$40.2K +1,000 +0.3%

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.