We are live on ! Find out more
SLF icon

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
Creative Planning
176
Creative Planning
Kansas
$331K +$22.2K +553 +7%
DIM
177
DC Investments Management
Virginia
$325K +$101K +2,514 +47%
FNT
178
First National Trust
Pennsylvania
$320K
FWIA
179
Fort Washington Investment Advisors
Ohio
$307K -$18.3K -456 -6%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$307K
CAM
181
Cozad Asset Management
Illinois
$305K -$2.25K -56 -0.8%
LOAME
182
Lombard Odier Asset Management (Europe)
United Kingdom
$304K
FCM
183
Flinton Capital Management
Pennsylvania
$302K +$31.5K +784 +12%
CIA
184
CSat Investment Advisory
Michigan
$302K +$294K +7,306 New
ONB
185
Old National Bancorp
Indiana
$301K +$18.6K +462 +7%
NB
186
Northwest Bancshares
Pennsylvania
$295K
WA
187
Wambolt & Associates
Colorado
$287K +$279K +6,935 New
SDJVC
188
St. Denis J. Villere & Co
Louisiana
$283K
Ameriprise
189
Ameriprise
Minnesota
$283K +$62.4K +1,553 +29%
PCM
190
Parsons Capital Management
Rhode Island
$280K -$6.59K -164 -2%
AAS
191
Avantax Advisory Services
Texas
$280K +$30.7K +763 +13%
SLAM
192
Swiss Life Asset Management
$277K +$269K +6,688 New
Wellington Management Group
193
Wellington Management Group
Massachusetts
$275K -$73.5K -1,830 -22%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$274K -$58.7K -1,460 -18%
SCM
195
Stonebridge Capital Management
California
$269K
UC
196
Unio Capital
New Jersey
$269K
HCM
197
Heathbridge Capital Management
Ontario, Canada
$265K
GT
198
Greenleaf Trust
Michigan
$262K
PA
199
Pinnacle Associates
New York
$254K
FCI
200
Financial Counselors Inc
Kansas
$254K +$10.3K +257 +4%

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.