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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
AF
201
Allworth Financial
California
$42K
SIG
202
Stanford Investment Group
California
$37K
FFC
203
First Financial Corp
Indiana
$33K -$10.7K -325 -25%
LWM
204
LBA Wealth Management
Florida
$33K
OC
205
Oakworth Capital
Alabama
$33K
DADC
206
D.A. Davidson & Co
Montana
$30K +$66 +2 +0.2%
MIP
207
Mondrian Investment Partners
United Kingdom
$29K +$23.1K +700 New
PCM
208
Prelude Capital Management
New York
$29K +$28.4K +860 New
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$27K -$27.8K -844 -51%
RFA
210
Reilly Financial Advisors
California
$27K
LM
211
Lincluden Management
Ontario, Canada
$25.6K +$2.14M +65,020 +9%
HCMT
212
Highland Capital Management (Tennessee)
Tennessee
$23K +$23K +699 New
BCM
213
Blume Capital Management
California
$20K
CTC
214
Central Trust Company
Missouri
$19K
DVM
215
Dreman Value Management
Florida
$19K
SA
216
SRH Advisors
Kansas
$17K
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1K +$119K +3,601 +0.8%
BFEC
218
Benjamin F. Edwards & Company
Missouri
$15K +$132 +4 +0.9%
LIA
219
LS Investment Advisors
Michigan
$9K
SMG
220
Spectrum Management Group
Indiana
$9K
Thrivent Financial for Lutherans
221
Thrivent Financial for Lutherans
Minnesota
$9K
CG
222
Colony Group
Massachusetts
$7K
JIC
223
Joel Isaacson & Co
New York
$7K +$6.59K +200 New
Fiera Capital (Canada)
224
Fiera Capital (Canada)
Quebec, Canada
$6.84K +$6.74M +204,553 New
BCM
225
Brookstone Capital Management
Illinois
$6K +$6.23K +189 New

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.