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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$13.3M -$922K -22,948 -7%
GCAC
77
Guardian Capital Advisors (Canada)
Ontario, Canada
$13.2M -$34.7K -864 -0.4%
MSV
78
MN Services Vermogensbeheer
Netherlands
$12.7M -$1.16M -28,900 -9%
AG
79
Aperio Group
California
$12.5M +$1.31M +32,494 +12%
Allianz Asset Management
80
Allianz Asset Management
Germany
$12.5M -$652K -16,221 -5%
OAC
81
OMERS Administration Corp
Ontario, Canada
$12M -$535K -13,321 -4%
JFL
82
Jarislowsky, Fraser Ltd
Quebec, Canada
$11.1M -$2.25M -56,037 -17%
NWM
83
Nicola Wealth Management
British Columbia, Canada
$10.9M
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$10.7M +$1.21M +30,000 +13%
APG Asset Management
85
APG Asset Management
Netherlands
$10M +$2.31M +57,400 +26%
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$10M -$442K -11,012 -4%
PPA
87
Parametric Portfolio Associates
Washington
$9.99M +$1.02M +25,375 +12%
Aviva
88
Aviva
United Kingdom
$9.14M -$9.78M -243,500 -52%
H
89
Hexavest
Quebec, Canada
$8.91M +$8.63M +214,677 New
BA
90
Bridgewater Associates
Connecticut
$8.76M
Fiera Capital (Canada)
91
Fiera Capital (Canada)
Quebec, Canada
$8.66M +$5.18M +128,805 +161%
OTPPB
92
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.57M
BONST
93
Bank of Nova Scotia Trust
Ontario, Canada
$7.38M -$307K -7,650 -4%
HAM
94
Highstreet Asset Management
Ontario, Canada
$7.38M -$706K -17,577 -9%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$7.25M +$1.97M +49,124 +39%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$6.83M +$6.55K +163 +0.1%
ACI
97
AMP Capital Investors
Australia
$6.68M -$98.6K -2,453 -1%
FAF
98
Första AP-fonden
Sweden
$5.66M -$563K -14,000 -9%
AAF
99
Andra AP-fonden
Sweden
$5.61M -$225K -5,600 -5%
Wells Fargo
100
Wells Fargo
California
$5.12M -$131K -3,252 -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.