Sun Life Financial
316 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 101 reducing their positions, and 23 closing their positions.
70% more call options, than puts
Call options by funds: $24.6M | Put options by funds: $14.5M
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
3% more funds holding
Funds holding: 308 → 316 (+8)
0.35% more ownership
Funds ownership: 41.95% → 42.3% (+0.35%)
0% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 101
1% less capital invested
Capital invested by funds: $10.3B → $10.2B (-$74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$85.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$62.7M |
| 3 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$56.8M |
| 4 |
JP Morgan Chase
New York
|
+$33.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$103M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$82.5M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$45.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$33.4M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$29.1M |
SLF Hedge Fund Activity: Q3 2018 in Review
316 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2018, worth a combined $10.2B — down 0.72% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SLF positions and 23 closed out — a net gain of 10 holders — while 101 added to existing stakes and 101 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $85.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $103M sold.
- 316 institutional investors held Sun Life Financial (SLF) as of Q3 2018, up from 308 in Q2 2018.
- Funds reported $10.2B of Sun Life Financial stock for Q3 2018, down 0.72% quarter-over-quarter.
- 33 funds opened new Sun Life Financial positions in Q3 2018 and 23 closed out, a net change of +10 holders.
- The largest Sun Life Financial buyer in Q3 2018 was Bank of Montreal, an estimated $85.2M added.
- The largest Sun Life Financial seller in Q3 2018 was Capital International Investors, an estimated $103M sold.
Based on aggregated 13F filings for Q3 2018.