Sun Life Financial
326 hedge funds and large institutions have $12.1B invested in Sun Life Financial in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 25 closing their positions.
301% more call options, than puts
Call options by funds: $69.8M | Put options by funds: $17.4M
108% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 25
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
7% more funds holding
Funds holding: 306 → 326 (+20)
3% more capital invested
Capital invested by funds: $11.7B → $12.1B (+$395M)
0.87% more ownership
Funds ownership: 43.96% → 44.83% (+0.87%)
15% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$235M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$110M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$53.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.7M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$75.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$62.4M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$48.1M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$42.4M |
| 5 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$28M |
SLF Hedge Fund Activity: Q4 2019 in Review
326 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2019, worth a combined $12.1B — up 3.4% from $11.7B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SLF positions and 25 closed out — a net gain of 27 holders — while 88 added to existing stakes and 103 trimmed.
The largest buyer was Fidelity International, adding an estimated $235M. The largest seller was Norges Bank, cutting an estimated $75.2M.
- 326 institutional investors held Sun Life Financial (SLF) as of Q4 2019, up from 306 in Q3 2019.
- Funds reported $12.1B of Sun Life Financial stock for Q4 2019, up 3.4% quarter-over-quarter.
- 52 funds opened new Sun Life Financial positions in Q4 2019 and 25 closed out, a net change of +27 holders.
- The largest Sun Life Financial buyer in Q4 2019 was Fidelity International, an estimated $235M added.
- The largest Sun Life Financial seller in Q4 2019 was Norges Bank, an estimated $75.2M sold.
Based on aggregated 13F filings for Q4 2019.