Sun Life Financial
277 hedge funds and large institutions have $10.7B invested in Sun Life Financial in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 24 closing their positions.
341% more call options, than puts
Call options by funds: $33.9M | Put options by funds: $7.69M
129% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 24
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
22% more capital invested
Capital invested by funds: $8.83B → $10.7B (+$1.92B)
10% more funds holding
Funds holding: 251 → 277 (+26)
1.63% more ownership
Funds ownership: 43.88% → 45.51% (+1.6%)
16% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 96
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$251M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$103M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$66.1M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$209M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$70.8M |
| 3 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$36.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$32.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.1M |
SLF Hedge Fund Activity: Q4 2016 in Review
277 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2016, worth a combined $10.7B — up 22% from $8.83B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SLF positions and 24 closed out — a net gain of 31 holders — while 81 added to existing stakes and 96 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $251M. The largest seller was I.G. Investment Management, cutting an estimated $209M.
- 277 institutional investors held Sun Life Financial (SLF) as of Q4 2016, up from 251 in Q3 2016.
- Funds reported $10.7B of Sun Life Financial stock for Q4 2016, up 22% quarter-over-quarter.
- 55 funds opened new Sun Life Financial positions in Q4 2016 and 24 closed out, a net change of +31 holders.
- The largest Sun Life Financial buyer in Q4 2016 was 1832 Asset Management, an estimated $251M added.
- The largest Sun Life Financial seller in Q4 2016 was I.G. Investment Management, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2016.