Sun Life Financial
217 hedge funds and large institutions have $9.32B invested in Sun Life Financial in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 15 closing their positions.
242% more call options, than puts
Call options by funds: $38.7M | Put options by funds: $11.3M
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
1% more funds holding
Funds holding: 215 → 217 (+2)
0.9% more ownership
Funds ownership: 43.37% → 44.27% (+0.9%)
0% more capital invested
Capital invested by funds: $9.28B → $9.32B (+$34.1M)
10% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 78
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$220M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$93.8M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$45M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$21M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$52.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.4M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$24.1M |
| 4 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$15.5M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$11.8M |
SLF Hedge Fund Activity: Q1 2014 in Review
217 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2014, worth a combined $9.32B — up 0.37% from $9.28B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SLF positions and 15 closed out — a net gain of 3 holders — while 70 added to existing stakes and 78 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $220M. The largest seller was Fiera Capital (Canada), cutting an estimated $52.9M.
- 217 institutional investors held Sun Life Financial (SLF) as of Q1 2014, up from 215 in Q4 2013.
- Funds reported $9.32B of Sun Life Financial stock for Q1 2014, up 0.37% quarter-over-quarter.
- 18 funds opened new Sun Life Financial positions in Q1 2014 and 15 closed out, a net change of +3 holders.
- The largest Sun Life Financial buyer in Q1 2014 was Bank of Montreal, an estimated $220M added.
- The largest Sun Life Financial seller in Q1 2014 was Fiera Capital (Canada), an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2014.