We are live on ! Find out more
SLF icon

Sun Life Financial
SLF

233 hedge funds and large institutions have $8.91B invested in Sun Life Financial in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $25M | Put options by funds: $12.3M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

1.71% more ownership

Funds ownership: 43.72% → 45.43% (+1.7%)

0% less capital invested

Capital invested by funds: $8.94B → $8.91B (-$31.2M)

1% less funds holding

Funds holding: 235 → 233 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
16
Increased
89
Reduced
66
Closed
18
Calls
$25M
Puts
$12.3M
Net Calls
+$12.7M
Net Calls Change
-$39.9M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$106M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$82.7M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$49M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$47.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
IGIM
I.G. Investment Management
Manitoba, Canada
-$81.2M
2
Norges Bank
Norges Bank
Norway
-$61.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35.2M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$41K – – –
AF
202
Allworth Financial
California
$41K – – –
HFM
203
Hartford Financial Management
Connecticut
$41K – – –
SIG
204
Stanford Investment Group
California
$36K – – –
ZB
205
Zions Bancorporation
Utah
$35K +$33.4K +1,031 New
LWM
206
LBA Wealth Management
Florida
$32K – – –
OC
207
Oakworth Capital
Alabama
$32K – – –
FFC
208
First Financial Corp
Indiana
$31K – – –
MIP
209
Mondrian Investment Partners
United Kingdom
$30K +$130 +4 +0.6%
DADC
210
D.A. Davidson & Co
Montana
$29K +$32 +1 +0.1%
RFA
211
Reilly Financial Advisors
California
$26K – – –
LTFS
212
Ladenburg Thalmann Financial Services
Florida
$26K +$65 +2 +0.2%
HCMT
213
Highland Capital Management (Tennessee)
Tennessee
$23K – – –
BCM
214
Blume Capital Management
California
$19K – – –
ARMC
215
American Research & Management Company
Massachusetts
$19K +$18.9K +584 New
CTC
216
Central Trust Company
Missouri
$18K – – –
DVM
217
Dreman Value Management
Florida
$18K – – –
SA
218
SRH Advisors
Kansas
$16K – – –
BFEC
219
Benjamin F. Edwards & Company
Missouri
$15K +$97 +3 +0.7%
Fifth Third Bancorp
220
Fifth Third Bancorp
Ohio
$14K -$484K -14,934 -97%
LIA
221
LS Investment Advisors
Michigan
$9K – – –
SMG
222
Spectrum Management Group
Indiana
$9K – – –
S
223
SignatureFD
Georgia
$8K +$6.42K +198 +521%
CG
224
Colony Group
Massachusetts
$7K – – –
BCM
225
Brookstone Capital Management
Illinois
$6K – – –
7 8
9
10 11

SLF Hedge Fund Activity: Q3 2015 in Review

233 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2015, worth a combined $8.91B — down 0.35% from $8.94B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SLF and 16 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 89 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $106M. The largest seller was I.G. Investment Management, cutting an estimated $81.2M.

  • 233 institutional investors held Sun Life Financial (SLF) as of Q3 2015, down from 235 in Q2 2015.
  • Funds reported $8.91B of Sun Life Financial stock for Q3 2015, down 0.35% quarter-over-quarter.
  • 16 funds opened new Sun Life Financial positions in Q3 2015 and 18 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $106M added.
  • The largest Sun Life Financial seller in Q3 2015 was I.G. Investment Management, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2015.