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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
Ameriprise
151
Ameriprise
Minnesota
$402K +$4.86K +150 +1%
Financial Engines Advisors
152
Financial Engines Advisors
California
$389K -$143K -4,397 -27%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$365K -$136K -4,181 -27%
VRS
154
Virginia Retirement Systems
Virginia
$356K +$3.24K +100 +0.9%
UCFA
155
United Capital Financial Advisors
Texas
$343K -$145K -4,469 -30%
PSUF
156
People's United Financial
Connecticut
$329K -$29.2K -900 -8%
FWIA
157
Fort Washington Investment Advisors
Ohio
$323K – – –
DTL
158
Dynamic Technology Lab
Singapore
$304K +$307K +9,480 New
BT
159
Beacon Trust
New Jersey
$302K -$89.6K -2,765 -23%
HCM
160
Heathbridge Capital Management
Ontario, Canada
$288K – – –
IAS
161
IMA Advisory Services
Colorado
$285K -$55.4K -1,710 -16%
LPL Financial
162
LPL Financial
California
$281K +$26.7K +824 +11%
CA
163
Commerzbank Aktiengesellschaft
Germany
$272K +$20.7K +639 +8%
PAG
164
Private Advisor Group
New Jersey
$267K -$15.8K -488 -6%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$266K +$34.4K +1,061 +15%
PCM
166
Parsons Capital Management
Rhode Island
$266K +$267K +8,233 New
WF
167
Welch & Forbes
Massachusetts
$260K – – –
FTIOP
168
Fiduciary Trust International of Pennsylvania
Pennsylvania
$247K -$64.8K -2,000 -21%
CB
169
Commerce Bank
Missouri
$237K – – –
SEI Investments
170
SEI Investments
Pennsylvania
$235K +$173K +5,347 +276%
CC
171
Cipher Capital
New York
$230K +$231K +7,117 New
Marshall Wace
172
Marshall Wace
United Kingdom
$226K +$227K +7,015 New
PFPT
173
Pinnacle Financial Partners (Tennessee)
Tennessee
$223K – – –
SCM
174
Stonebridge Capital Management
California
$210K – – –
WT
175
Washington Trust
Rhode Island
$208K – – –
5 6
7
8 9

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.