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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
QC
151
Quadrature Capital
United Kingdom
$391K +$9.89K +300 +3%
ARTA
152
A.R.T. Advisors
New York
$385K -$158K -4,800 -29%
PSUF
153
People's United Financial
Connecticut
$370K +$29.7K +900 +9%
VRS
154
Virginia Retirement Systems
Virginia
$367K
IAS
155
IMA Advisory Services
Colorado
$358K -$16.8K -510 -5%
SCA
156
Salient Capital Advisors
Texas
$334K
FWIA
157
Fort Washington Investment Advisors
Ohio
$334K +$8.21K +249 +3%
FTIOP
158
Fiduciary Trust International of Pennsylvania
Pennsylvania
$322K
MF
159
Magnetar Financial
Illinois
$317K +$313K +9,500 New
VKH
160
Virtu KCG Holdings
New York
$314K -$810K -24,573 -72%
PAG
161
Private Advisor Group
New Jersey
$293K +$12K +365 +4%
PP
162
Paloma Partners
Connecticut
$287K +$283K +8,600 New
WF
163
Welch & Forbes
Massachusetts
$269K
CA
164
Commerzbank Aktiengesellschaft
Germany
$260K +$257K +7,791 New
LPL Financial
165
LPL Financial
California
$251K +$250K +7,598 New
CB
166
Commerce Bank
Missouri
$245K
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$240K +$8.24K +250 +4%
GAM
168
Gotham Asset Management
New York
$235K -$2.47K -75 -1%
PFPT
169
Pinnacle Financial Partners (Tennessee)
Tennessee
$231K +$13.7K +415 +6%
HCM
170
Heathbridge Capital Management
Ontario, Canada
$223K
TRCT
171
Tower Research Capital (TRC)
New York
$220K -$1.37M -41,498 -86%
SCM
172
Stonebridge Capital Management
California
$217K
WT
173
Washington Trust
Rhode Island
$215K +$213K +6,454 New
RhumbLine Advisers
174
RhumbLine Advisers
Massachusetts
$201K -$29.7K -900 -13%
SGAM
175
Smith Group Asset Management
Texas
$200K -$54.7K -1,660 -22%

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.