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Sun Life Financial
SLF

306 hedge funds and large institutions have $9.72B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $15.4M

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

16% more capital invested

Capital invested by funds: $8.36B → $9.72B (+$1.36B)

1% more funds holding

Funds holding: 302 → 306 (+4)

0.47% more ownership

Funds ownership: 41.76% → 42.23% (+0.47%)

11% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 102

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
306
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
6.62%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
91
Reduced
102
Closed
23
Calls
$56.6M
Puts
$15.4M
Net Calls
+$41.2M
Net Calls Change
+$34.2M

Top Buyers

Rank Fund Capital Flow
1
MSE
MUFG Securities EMEA
United Kingdom
+$78.7M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
+$50.5M
3
Two Sigma Investments
Two Sigma Investments
New York
+$37M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$34.7M
5
Franklin Resources
Franklin Resources
California
+$30.8M

Top Sellers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$74.7M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$37.6M
3
Canada Life
Canada Life
Manitoba, Canada
-$34.9M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$33.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
$325K -$116K -3,156 -27%
WF
177
Welch & Forbes
Massachusetts
$314K – – –
NA
178
Neuburgh Advisers
California
$311K – – –
JMPWA
179
JP Morgan Private Wealth Advisors
California
$311K +$5.29K +144 +2%
FWIA
180
Fort Washington Investment Advisors
Ohio
$303K – – –
PAG
181
Private Advisor Group
New Jersey
$301K -$14.1K -383 -5%
FNT
182
First National Trust
Pennsylvania
$297K – – –
Squarepoint
183
Squarepoint
New York
$289K +$276K +7,512 New
Creative Planning
184
Creative Planning
Kansas
$286K -$162K -4,426 -37%
CAM
185
Cozad Asset Management
Illinois
$286K – – –
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$286K – – –
NB
187
Northwest Bancshares
Pennsylvania
$274K – – –
PCM
188
Parsons Capital Management
Rhode Island
$266K – – –
SDJVC
189
St. Denis J. Villere & Co
Louisiana
$263K +$252K +6,857 New
ONB
190
Old National Bancorp
Indiana
$261K +$624 +17 +0.3%
FCM
191
Flinton Capital Management
Pennsylvania
$256K – – –
SCM
192
Stonebridge Capital Management
California
$250K – – –
HCM
193
Heathbridge Capital Management
Ontario, Canada
$246K – – –
BC
194
Burney Company
Virginia
$245K +$234K +6,366 New
GT
195
Greenleaf Trust
Michigan
$244K -$16.5K -449 -7%
UC
196
Unio Capital
New Jersey
$244K -$110 -3 -0%
PA
197
Pinnacle Associates
New York
$236K – – –
VOYA Investment Management
198
VOYA Investment Management
Georgia
$233K +$223K +6,073 New
TI
199
Trexquant Investment
Connecticut
$230K -$8.37K -228 -4%
AAS
200
Avantax Advisory Services
Texas
$230K +$220K +5,997 New
6 7
8
9 10

SLF Hedge Fund Activity: Q1 2019 in Review

306 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2019, worth a combined $9.72B — up 16% from $8.36B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new SLF positions and 23 closed out — a net gain of 6 holders — while 91 added to existing stakes and 102 trimmed.

The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $78.7M. The largest seller was 1832 Asset Management, cutting an estimated $74.7M.

  • 306 institutional investors held Sun Life Financial (SLF) as of Q1 2019, up from 302 in Q4 2018.
  • Funds reported $9.72B of Sun Life Financial stock for Q1 2019, up 16% quarter-over-quarter.
  • 29 funds opened new Sun Life Financial positions in Q1 2019 and 23 closed out, a net change of +6 holders.
  • The largest Sun Life Financial buyer in Q1 2019 was MUFG Securities EMEA, an estimated $78.7M added.
  • The largest Sun Life Financial seller in Q1 2019 was 1832 Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2019.