Sun Life Financial
300 hedge funds and large institutions have $9.84B invested in Sun Life Financial in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 88 reducing their positions, and 29 closing their positions.
1,355% more call options, than puts
Call options by funds: $60.5M | Put options by funds: $4.16M
27% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 88
17% more capital invested
Capital invested by funds: $8.41B → $9.84B (+$1.43B)
1.07% more ownership
Funds ownership: 44.77% → 45.84% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 305 → 300 (-5)
14% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$234M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$59.5M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$44.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$41.8M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$82.7M |
| 2 |
Goldman Sachs
New York
|
-$48.2M |
| 3 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
-$37.8M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$32.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.4M |
SLF Hedge Fund Activity: Q2 2020 in Review
300 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2020, worth a combined $9.84B — up 17% from $8.41B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of SLF and 25 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 112 added.
The largest buyer was Royal Bank of Canada, adding an estimated $234M. The largest seller was Acadian Asset Management, cutting an estimated $82.7M.
- 300 institutional investors held Sun Life Financial (SLF) as of Q2 2020, down from 305 in Q1 2020.
- Funds reported $9.84B of Sun Life Financial stock for Q2 2020, up 17% quarter-over-quarter.
- 25 funds opened new Sun Life Financial positions in Q2 2020 and 29 closed out, a net change of -4 holders.
- The largest Sun Life Financial buyer in Q2 2020 was Royal Bank of Canada, an estimated $234M added.
- The largest Sun Life Financial seller in Q2 2020 was Acadian Asset Management, an estimated $82.7M sold.
Based on aggregated 13F filings for Q2 2020.