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Sun Life Financial
SLF

306 hedge funds and large institutions have $11.7B invested in Sun Life Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

299% more call options, than puts

Call options by funds: $79.3M | Put options by funds: $19.9M

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

14% more capital invested

Capital invested by funds: $10.2B → $11.7B (+$1.41B)

1.94% more ownership

Funds ownership: 42.02% → 43.96% (+1.9%)

1% more funds holding

Funds holding: 302 → 306 (+4)

9% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 91

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
306
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
6.71%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
99
Reduced
91
Closed
22
Calls
$79.3M
Puts
$19.9M
Net Calls
+$59.4M
Net Calls Change
+$27.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$189M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$160M
3
Norges Bank
Norges Bank
Norway
+$117M
4
Fidelity International
Fidelity International
Bermuda
+$60.3M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$47.5M

Top Sellers

Rank Fund Capital Flow
1
TD Asset Management
TD Asset Management
Ontario, Canada
-$112M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$74.7M
3
MSE
MUFG Securities EMEA
United Kingdom
-$60.8M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$29.1M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$17.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
201
Tyers Asset Management
Texas
$259K – – –
Stifel Financial
202
Stifel Financial
Missouri
$258K -$15K -360 -6%
WT
203
Washington Trust
Rhode Island
$256K – – –
SP
204
Symmetry Partners
Connecticut
$253K +$236K +5,647 New
LOAME
205
Lombard Odier Asset Management (Europe)
United Kingdom
$251K – – –
AWM
206
AE Wealth Management
Kansas
$248K +$3.59K +86 +2%
ECM
207
Evergreen Capital Management
Washington
$246K – – –
SDJVC
208
St. Denis J. Villere & Co
Louisiana
$242K -$60.6K -1,450 -21%
ST
209
Smithfield Trust
Pennsylvania
$242K – – –
ASN
210
Advisory Services Network
Georgia
$229K – – –
TL
211
TrueWealth LLC
Georgia
$226K – – –
VFA
212
Valeo Financial Advisors
Indiana
$224K +$209K +5,004 New
PSUF
213
People's United Financial
Connecticut
$223K – – –
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$217K +$203K +4,858 New
FBT
215
First Bank & Trust
South Dakota
$216K – – –
GWM
216
Geneos Wealth Management
Colorado
$214K – – –
MA
217
MONECO Advisors
Connecticut
$214K +$200K +4,775 New
RCM
218
Riverhead Capital Management
Delaware
$209K – – –
LTFS
219
Ladenburg Thalmann Financial Services
Florida
$209K +$34.6K +829 +22%
AAM
220
Advisors Asset Management
Colorado
$208K +$7.94K +190 +4%
CCT
221
Capital City Trust
Florida
$206K +$192K +4,596 New
KJHP
222
K.J. Harrison & Partners
Ontario, Canada
$204K +$191K +4,565 New
PFA
223
Pathway Financial Advisors
Vermont
$201K +$181K +4,339 New
Daiwa Securities Group
224
Daiwa Securities Group
Japan
$197K – – –
GHCM
225
Glen Harbor Capital Management
California
$188K – – –
7 8
9
10 11

SLF Hedge Fund Activity: Q3 2019 in Review

306 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2019, worth a combined $11.7B — up 14% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SLF positions and 22 closed out — a net gain of 8 holders — while 99 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $189M. The largest seller was TD Asset Management, cutting an estimated $112M.

  • 306 institutional investors held Sun Life Financial (SLF) as of Q3 2019, up from 302 in Q2 2019.
  • Funds reported $11.7B of Sun Life Financial stock for Q3 2019, up 14% quarter-over-quarter.
  • 30 funds opened new Sun Life Financial positions in Q3 2019 and 22 closed out, a net change of +8 holders.
  • The largest Sun Life Financial buyer in Q3 2019 was Bank of Montreal, an estimated $189M added.
  • The largest Sun Life Financial seller in Q3 2019 was TD Asset Management, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2019.