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Sun Life Financial
SLF

233 hedge funds and large institutions have $8.91B invested in Sun Life Financial in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $25M | Put options by funds: $12.3M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

1.71% more ownership

Funds ownership: 43.72% → 45.43% (+1.7%)

0% less capital invested

Capital invested by funds: $8.94B → $8.91B (-$31.2M)

1% less funds holding

Funds holding: 235 → 233 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
16
Increased
89
Reduced
66
Closed
18
Calls
$25M
Puts
$12.3M
Net Calls
+$12.7M
Net Calls Change
-$39.9M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$106M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$82.7M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$49M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$47.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
IGIM
I.G. Investment Management
Manitoba, Canada
-$81.2M
2
Norges Bank
Norges Bank
Norway
-$61.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35.2M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
126
AMG National Trust Bank
Colorado
$911K +$4.96K +153 +0.5%
ACI
127
Alpha Cubed Investments
California
$842K -$62.5K -1,928 -7%
PAM
128
Premier Asset Management
Illinois
$841K – – –
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$812K +$211K +6,501 +35%
CIBC Private Wealth Group
130
CIBC Private Wealth Group
Georgia
$804K – – –
LAM
131
Lingohr Asset Management
Germany
$801K -$136K -4,200 -14%
SAM
132
Symphony Asset Management
California
$794K +$285K +8,787 +55%
AII
133
AGF Investments Inc
Ontario, Canada
$786K -$705K -21,751 -47%
RCM
134
Riverhead Capital Management
Delaware
$768K – – –
SA
135
Strategic Advisors
New York
$719K – – –
HS
136
HighVista Strategies
Massachusetts
$718K +$722K +22,266 New
HBT
137
Hills Bank & Trust
Iowa
$710K – – –
Baird Financial Group
138
Baird Financial Group
Wisconsin
$698K +$15.4K +476 +2%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$684K +$14.1K +435 +2%
TRCT
140
Tower Research Capital (TRC)
New York
$649K +$438K +13,502 +204%
HSA
141
HBK Sorce Advisory
Pennsylvania
$585K +$2.37K +73 +0.4%
William Blair & Company
142
William Blair & Company
Illinois
$568K -$15K -462 -3%
AIG
143
American International Group
New York
$566K +$183K +5,645 +47%
RFC
144
Regions Financial Corp
Alabama
$525K +$25.1K +775 +5%
CS
145
Credential Securities
$500K +$118K +3,632 +31%
MF
146
Magnetar Financial
Illinois
$495K +$188K +5,800 +61%
PAM
147
Princeton Alpha Management
New Jersey
$483K +$67.5K +2,083 +16%
FBNAT
148
FirstMerit Bank N.A. Trustee
Ohio
$468K – – –
OMCS
149
Old Mutual Customised Solutions
South Africa
$456K – – –
ACM
150
Apex Capital Management
Ohio
$449K – – –
4 5
6
7 8

SLF Hedge Fund Activity: Q3 2015 in Review

233 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2015, worth a combined $8.91B — down 0.35% from $8.94B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SLF and 16 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 89 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $106M. The largest seller was I.G. Investment Management, cutting an estimated $81.2M.

  • 233 institutional investors held Sun Life Financial (SLF) as of Q3 2015, down from 235 in Q2 2015.
  • Funds reported $8.91B of Sun Life Financial stock for Q3 2015, down 0.35% quarter-over-quarter.
  • 16 funds opened new Sun Life Financial positions in Q3 2015 and 18 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $106M added.
  • The largest Sun Life Financial seller in Q3 2015 was I.G. Investment Management, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2015.