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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
Franklin Resources
126
Franklin Resources
California
$629K -$2.31M -70,098 -79%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$624K +$140K +4,260 +30%
William Blair & Company
128
William Blair & Company
Illinois
$604K
HSA
129
HBK Sorce Advisory
Pennsylvania
$603K
LOAMS
130
Lombard Odier Asset Management (Switzerland)
Switzerland
$588K +$581K +17,630 New
Financial Engines Advisors
131
Financial Engines Advisors
California
$549K +$243K +7,376 +81%
IAM
132
ICM Asset Management
Washington
$534K
SAM
133
Symphony Asset Management
California
$529K +$522K +15,836 New
ONB
134
Old National Bancorp
Indiana
$529K +$522K +15,843 New
RFC
135
Regions Financial Corp
Alabama
$518K -$15.2K -461 -3%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$517K -$143K -4,324 -22%
OAM
137
Oxford Asset Management
United Kingdom
$517K +$214K +6,504 +73%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$514K -$459K -13,922 -48%
CS
139
Candriam SCA
Luxembourg
$508K -$6.89K -209 -1%
UCFA
140
United Capital Financial Advisors
Texas
$505K +$498K +15,114 New
CSS
141
Cubist Systematic Strategies
Connecticut
$490K -$1.56M -47,426 -76%
FBNAT
142
FirstMerit Bank N.A. Trustee
Ohio
$484K +$228K +6,907 +91%
OMCS
143
Old Mutual Customised Solutions
South Africa
$475K
ACM
144
Apex Capital Management
Ohio
$465K -$3.69K -112 -0.8%
PAM
145
Princeton Alpha Management
New Jersey
$431K -$106K -3,212 -20%
Ameriprise
146
Ameriprise
Minnesota
$411K +$406K +12,309 New
BT
147
Beacon Trust
New Jersey
$405K -$27.4K -831 -6%
Citadel Advisors
148
Citadel Advisors
Florida
$399K -$384K -11,651 -49%
CS
149
Credential Securities
$397K +$15.3K +465 +4%
AIG
150
American International Group
New York
$397K -$17.3K -525 -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.