Sun Life Financial
SLF
213 hedge funds and large institutions have $9.72B invested in Sun Life Financial in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.
109% more call options, than puts
Call options by funds: $41.1M | Put options by funds: $19.7M
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
0% more funds holding
Funds holding: 213 → 213 (0)
0.35% less ownership
Funds ownership: 44.01% → 43.66% (-0.35%)
2% less capital invested
Capital invested by funds: $9.9B → $9.72B (-$182M)
11% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMIC
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
+$60.2M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$58.8M |
| 3 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$50.5M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$30M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$59.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.8M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$27M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$26M |
SLF Hedge Fund Activity: Q3 2014 in Review
213 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2014, worth a combined $9.72B — down 1.8% from $9.9B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new SLF positions and 16 closed out — a net gain of 2 holders — while 66 added to existing stakes and 74 trimmed.
The largest buyer was Cardinal Capital Management Inc (Canada), adding an estimated $60.2M. The largest seller was Bank of Montreal, cutting an estimated $59.2M.
- 213 institutional investors held Sun Life Financial (SLF) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $9.72B of Sun Life Financial stock for Q3 2014, down 1.8% quarter-over-quarter.
- 18 funds opened new Sun Life Financial positions in Q3 2014 and 16 closed out, a net change of +2 holders.
- The largest Sun Life Financial buyer in Q3 2014 was Cardinal Capital Management Inc (Canada), an estimated $60.2M added.
- The largest Sun Life Financial seller in Q3 2014 was Bank of Montreal, an estimated $59.2M sold.
Based on aggregated 13F filings for Q3 2014.