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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
NFG
176
Next Financial Group
Texas
$197K +$16.5K +500 +9%
GT
177
Glenmede Trust
Pennsylvania
$188K +$1.25K +38 +0.7%
Axa
178
Axa
France
$184K +$6.59K +200 +4%
LOCC
179
Lombard Odier & Cie (Canada)
Quebec, Canada
$181K -$228K -6,915 -56%
CIS
180
Capital International Sarl
California
$177K
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$129K +$23.1K +700 +22%
FHA
182
First Horizon Advisors
Tennessee
$126K
OA
183
OFI Advisors
Pennsylvania
$103K -$824 -25 -0.8%
MFS
184
MSI Financial Services
Massachusetts
$97K +$31.2K +947 +48%
HNB
185
Huntington National Bank
Ohio
$96K -$191K -5,804 -67%
LWA
186
Lowe Wealth Advisors
Maryland
$84K +$13.5K +411 +20%
GWM
187
Gupta Wealth Management
California
$79K
JAM
188
JCIC Asset Management
Ontario, Canada
$78K
SEI Investments
189
SEI Investments
Pennsylvania
$65K +$30.4K +922 +91%
CAL
190
Capital Advisors Ltd
Ohio
$64K
PCTC
191
Perkins Coie Trust Company
Washington
$62K
First Manhattan
192
First Manhattan
New York
$54K
SF
193
Synovus Financial
Georgia
$53K -$24.1K -731 -32%
SSB
194
Sandy Spring Bank
Maryland
$53K
APSP
195
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K +$51.9K +1,575 New
AIM
196
Advantage Investment Management
Iowa
$53K +$52.4K +1,590 New
EFSCE
197
Enterprise Financial Services Corp (EFSC)
Missouri
$49K
ClearBridge Investments
198
ClearBridge Investments
New York
$47K -$14.7K -445 -24%
HFM
199
Hartford Financial Management
Connecticut
$43K +$42.9K +1,300 New
AAM
200
Advisors Asset Management
Colorado
$42K

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.