Sun Life Financial
193 hedge funds and large institutions have $8.54B invested in Sun Life Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 12 closing their positions.
98% more call options, than puts
Call options by funds: $38.7M | Put options by funds: $19.6M
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
7% more capital invested
Capital invested by funds: $7.99B → $8.54B (+$549M)
4% more funds holding
Funds holding: 186 → 193 (+7)
0.5% less ownership
Funds ownership: 44.8% → 44.3% (-0.5%)
18% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$83.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$82.5M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$34.4M |
| 4 |
PIC
PCJ Investment Counsel
Toronto,
Ontario, Canada
|
+$31.3M |
| 5 |
Goldman Sachs
New York
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$169M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$64.4M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$27M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$18.4M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$16.2M |
SLF Hedge Fund Activity: Q3 2013 in Review
193 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2013, worth a combined $8.54B — up 6.9% from $7.99B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SLF positions and 12 closed out — a net gain of 10 holders — while 62 added to existing stakes and 76 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $83.1M. The largest seller was Fidelity Investments, cutting an estimated $169M.
- 193 institutional investors held Sun Life Financial (SLF) as of Q3 2013, up from 186 in Q2 2013.
- Funds reported $8.54B of Sun Life Financial stock for Q3 2013, up 6.9% quarter-over-quarter.
- 22 funds opened new Sun Life Financial positions in Q3 2013 and 12 closed out, a net change of +10 holders.
- The largest Sun Life Financial buyer in Q3 2013 was 1832 Asset Management, an estimated $83.1M added.
- The largest Sun Life Financial seller in Q3 2013 was Fidelity Investments, an estimated $169M sold.
Based on aggregated 13F filings for Q3 2013.