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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
Stifel Financial
201
Stifel Financial
Missouri
$252K -$9.3M -231,550 -97%
Squarepoint
202
Squarepoint
New York
$237K -$71.8K -1,786 -24%
TAM
203
Tyers Asset Management
Texas
$237K +$24.8K +616 +12%
WT
204
Washington Trust
Rhode Island
$236K +$229K +5,707 New
ASN
205
Advisory Services Network
Georgia
$229K +$1.77K +44 +0.8%
ECM
206
Evergreen Capital Management
Washington
$227K
AWM
207
AE Wealth Management
Kansas
$226K +$219K +5,453 New
ST
208
Smithfield Trust
Pennsylvania
$223K
TL
209
TrueWealth LLC
Georgia
$209K
S
210
SignatureFD
Georgia
$208K +$26.6K +662 +15%
PSUF
211
People's United Financial
Connecticut
$206K +$200K +4,976 New
FBT
212
First Bank & Trust
South Dakota
$200K
GWM
213
Geneos Wealth Management
Colorado
$199K +$4.5K +112 +2%
RCM
214
Riverhead Capital Management
Delaware
$191K +$20.1K +500 +12%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$186K
AAM
216
Advisors Asset Management
Colorado
$184K +$28.2K +701 +19%
Daiwa Securities Group
217
Daiwa Securities Group
Japan
$182K
GHCM
218
Glen Harbor Capital Management
California
$172K +$18K +448 +12%
CHC
219
City Holding Co
West Virginia
$165K -$70.8K -1,761 -31%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$160K -$25.9K -644 -14%
FHA
221
First Horizon Advisors
Tennessee
$124K
SIC
222
Salem Investment Counselors
North Carolina
$124K
IBOK
223
Independence Bank of Kentucky
Kentucky
$118K
CAL
224
Capital Advisors Ltd
Ohio
$110K +$19.7K +490 +26%
VanEck Associates
225
VanEck Associates
New York
$103K +$5.63K +140 +6%

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.