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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
Jane Street
126
Jane Street
New York
$1.38M -$1.07M -26,505 -44%
PAM
127
Premier Asset Management
Illinois
$1.36M -$12.1K -300 -0.9%
ZIG
128
Zurich Insurance Group
Switzerland
$1.36M -$1.88M -46,839 -59%
SEI Investments
129
SEI Investments
Pennsylvania
$1.22M -$15.3K -381 -1%
M&T Bank
130
M&T Bank
New York
$1.14M -$149K -3,705 -12%
CGT
131
Capital Guardian Trust
California
$1.14M
Geode Capital Management
132
Geode Capital Management
Massachusetts
$1.14M +$116K +2,875 +12%
CP
133
Cumberland Partners
Ontario, Canada
$1.13M -$70.4K -1,753 -6%
Nordea Investment Management
134
Nordea Investment Management
Sweden
$1.13M -$20.9K -519 -2%
LPL Financial
135
LPL Financial
California
$1.09M +$66.3K +1,651 +7%
JG
136
Jefferies Group
New York
$1.07M +$512K +12,751 +97%
CQS
137
Credential Qtrade Securities
$1.01M -$150K -3,733 -13%
Citadel Advisors
138
Citadel Advisors
Florida
$992K -$1.25M -31,033 -56%
WCA
139
Waratah Capital Advisors
Ontario, Canada
$973K +$943K +23,475 New
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$965K
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$959K +$372K +9,259 +66%
RJA
142
Raymond James & Associates
Florida
$950K +$127K +3,161 +16%
HBT
143
Hills Bank & Trust
Iowa
$910K
Financial Engines Advisors
144
Financial Engines Advisors
California
$864K -$80.4K -2,002 -9%
HSA
145
HBK Sorce Advisory
Pennsylvania
$744K
AL
146
AJO LP
Pennsylvania
$677K -$3.62K -90 -0.5%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$656K +$21.1K +524 +3%
MML Investors Services
148
MML Investors Services
Massachusetts
$590K -$42K -1,046 -7%
AG
149
Advisor Group
Arizona
$570K +$88.9K +2,213 +19%
William Blair & Company
150
William Blair & Company
Illinois
$558K -$9.4K -234 -2%

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.