Sun Life Financial
SLF
216 hedge funds and large institutions have $9.34B invested in Sun Life Financial in 2013 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 77 reducing their positions, and 16 closing their positions.
210% more call options, than puts
Call options by funds: $59.5M | Put options by funds: $19.2M
150% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 16
12% more funds holding
Funds holding: 193 → 216 (+23)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8% more capital invested
Capital invested by funds: $8.62B → $9.34B (+$717M)
1.07% less ownership
Funds ownership: 44.44% → 43.37% (-1.1%)
12% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$44.7M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$36.7M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$30.3M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$29.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$162M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$64.9M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$48.6M |
| 4 |
O
OppenheimerFunds
New York
|
-$35.9M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$26.7M |
SLF Hedge Fund Activity: Q4 2013 in Review
216 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2013, worth a combined $9.34B — up 8.3% from $8.62B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SLF positions and 16 closed out — a net gain of 24 holders — while 68 added to existing stakes and 77 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $44.7M. The largest seller was Royal Bank of Canada, cutting an estimated $162M.
- 216 institutional investors held Sun Life Financial (SLF) as of Q4 2013, up from 193 in Q3 2013.
- Funds reported $9.34B of Sun Life Financial stock for Q4 2013, up 8.3% quarter-over-quarter.
- 40 funds opened new Sun Life Financial positions in Q4 2013 and 16 closed out, a net change of +24 holders.
- The largest Sun Life Financial buyer in Q4 2013 was Credit Suisse, an estimated $44.7M added.
- The largest Sun Life Financial seller in Q4 2013 was Royal Bank of Canada, an estimated $162M sold.
Based on aggregated 13F filings for Q4 2013.