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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
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$555K +$6.47K +161 +1%
Millennium Management
152
Millennium Management
New York
$537K -$893K -22,223 -63%
CAM
153
Claret Asset Management
Quebec, Canada
$531K -$19.6K -487 -4%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$528K +$30K +747 +6%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$521K -$26.5K -659 -5%
CB
156
Community Bank
New York
$496K +$482K +12,000 New
GIBU
157
Gulf International Bank (UK)
United Kingdom
$484K
RE
158
RBC Europe
United Kingdom
$464K -$65.9K -1,639 -13%
HighTower Advisors
159
HighTower Advisors
Illinois
$453K +$44.5K +1,107 +11%
QCG
160
Quadrant Capital Group
Ohio
$440K
Voloridge Investment Management
161
Voloridge Investment Management
Florida
$436K -$453K -11,278 -52%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$425K +$21.7K +540 +6%
HS
163
Hazelview Securities
Ontario, Canada
$422K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$393K +$15.3K +381 +4%
BC
165
Burney Company
Virginia
$390K +$123K +3,070 +48%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$372K -$40.2K -1,000 -10%
NA
167
Neuburgh Advisers
California
$367K +$38.3K +952 +12%
CI
168
Cigna Investments
Connecticut
$364K
VOYA Investment Management
169
VOYA Investment Management
Georgia
$363K +$107K +2,675 +44%
WAM
170
World Asset Management
Michigan
$357K -$22.4K -557 -6%
Cambridge Investment Research Advisors
171
Cambridge Investment Research Advisors
Iowa
$356K -$3.22M -80,016 -90%
AWM
172
Apollon Wealth Management
South Carolina
$352K
RFC
173
Regions Financial Corp
Alabama
$350K -$211K -5,263 -38%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$345K -$105K -2,623 -24%
WF
175
Welch & Forbes
Massachusetts
$338K

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.