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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
DWM
101
Dorchester Wealth Management
Quebec, Canada
$1.53M +$1.51M +45,925 New
DL
102
Delta Lloyd
Netherlands
$1.44M +$580K +17,590 +69%
BB
103
Bell Bank
North Dakota
$1.34M -$75.3K -2,284 -5%
CI
104
Capital International
California
$1.28M -$13.2K -400 -1%
PPA
105
Parametric Portfolio Associates
Washington
$1.27M -$335K -10,171 -21%
M&T Bank
106
M&T Bank
New York
$1.23M +$74.3K +2,253 +7%
CWM
107
Concert Wealth Management
California
$1.11M +$19.9K +604 +2%
AC
108
Addenda Capital
Quebec, Canada
$1.08M -$71.2K -2,160 -6%
DC
109
Deere & Company
Illinois
$1.08M
TI
110
Trexquant Investment
Connecticut
$1.01M -$1.41M -42,787 -59%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$980K +$39.1K +1,185 +4%
WAM
112
World Asset Management
Michigan
$975K -$63.1K -1,914 -6%
LAM
113
Lingohr Asset Management
Germany
$969K +$105K +3,200 +12%
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
$949K +$936K +28,400 New
ANTB
115
AMG National Trust Bank
Colorado
$938K -$40.3K -1,221 -4%
ACI
116
Alpha Cubed Investments
California
$898K -$24.7K -750 -3%
PAM
117
Premier Asset Management
Illinois
$871K +$362K +10,975 +73%
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$833K
RCM
119
Riverhead Capital Management
Delaware
$795K
Allianz Asset Management
120
Allianz Asset Management
Germany
$766K -$109K -3,318 -15%
SA
121
Strategic Advisors
New York
$745K -$57.7K -1,750 -7%
MME
122
Meag Munich Ergo
Germany
$737K
HBT
123
Hills Bank & Trust
Iowa
$735K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$707K +$698K +21,164 New
VOYA Investment Management
125
VOYA Investment Management
Georgia
$697K -$2.5K -76 -0.4%

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.