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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
Two Sigma Investments
101
Two Sigma Investments
New York
$4.55M -$36.1M -897,245 -89%
Barclays
102
Barclays
United Kingdom
$4.52M -$103K -2,562 -2%
M
103
MOTCO
Texas
$3.96M -$11.1K -277 -0.3%
CBOA
104
Commonwealth Bank of Australia
Australia
$3.84M -$70.7K -1,759 -2%
AllianceBernstein
105
AllianceBernstein
Tennessee
$3.78M +$177K +4,396 +5%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$3.58M +$2.63M +65,408 +306%
Axa
107
Axa
France
$3.43M +$52.2K +1,300 +2%
Acadian Asset Management
108
Acadian Asset Management
Massachusetts
$3.13M -$1.79M -44,600 -37%
DZ Bank
109
DZ Bank
Germany
$2.86M -$152K -3,789 -5%
CGH
110
Crossmark Global Holdings
Texas
$2.75M -$169K -4,198 -6%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$2.09M +$47.9K +1,193 +2%
SAM
112
Shell Asset Management
Netherlands
$2.08M -$89.1K -2,217 -4%
NAM
113
NorthCoast Asset Management
Connecticut
$1.97M +$51K +1,270 +3%
DWM
114
Dorchester Wealth Management
Quebec, Canada
$1.75M -$124K -3,095 -7%
Comerica Bank
115
Comerica Bank
Texas
$1.73M -$39.5K -982 -2%
CC
116
Cipher Capital
New York
$1.72M +$777K +19,333 +86%
EAM
117
Erste Asset Management
Austria
$1.65M
Assenagon Asset Management
118
Assenagon Asset Management
Luxembourg
$1.65M +$1.04M +25,799 +186%
NIPH
119
NN Investment Partners Holdings
Netherlands
$1.63M +$928K +23,092 +143%
CS
120
Candriam SCA
Luxembourg
$1.54M -$303K -7,540 -17%
JAM
121
JCIC Asset Management
Ontario, Canada
$1.47M +$67.5K +1,680 +5%
US Bancorp
122
US Bancorp
Minnesota
$1.43M +$39.1K +972 +3%
AC
123
Addenda Capital
Quebec, Canada
$1.43M +$25.3K +630 +2%
UA
124
Unison Advisors
District of Columbia
$1.42M
CA
125
Commerzbank Aktiengesellschaft
Germany
$1.42M -$375K -9,327 -21%

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.