Sun Life Financial
225 hedge funds and large institutions have $9.8B invested in Sun Life Financial in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 17 closing their positions.
77% more call options, than puts
Call options by funds: $30.1M | Put options by funds: $16.9M
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
6% more funds holding
Funds holding: 213 → 225 (+12)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0.92% less ownership
Funds ownership: 43.66% → 42.74% (-0.92%)
3% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 69
29% less capital inflows, than outflows
Capital inflows: $444M | Capital outflows: $623M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$66.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$51M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$45.8M |
| 4 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
+$29.1M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$95M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$45.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$40.6M |
| 5 |
Two Sigma Investments
New York
|
-$36.4M |
SLF Hedge Fund Activity: Q4 2014 in Review
225 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2014, worth a combined $9.8B — up 0.41% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SLF positions and 17 closed out — a net gain of 13 holders — while 67 added to existing stakes and 69 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $66.5M. The largest seller was Fidelity Investments, cutting an estimated $195M.
- 225 institutional investors held Sun Life Financial (SLF) as of Q4 2014, up from 213 in Q3 2014.
- Funds reported $9.8B of Sun Life Financial stock for Q4 2014, up 0.41% quarter-over-quarter.
- 30 funds opened new Sun Life Financial positions in Q4 2014 and 17 closed out, a net change of +13 holders.
- The largest Sun Life Financial buyer in Q4 2014 was 1832 Asset Management, an estimated $66.5M added.
- The largest Sun Life Financial seller in Q4 2014 was Fidelity Investments, an estimated $195M sold.
Based on aggregated 13F filings for Q4 2014.