We are live on ! Find out more
SLF icon

Sun Life Financial

235 hedge funds and large institutions have $8.94B invested in Sun Life Financial in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $9.08M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $8.29B → $8.94B (+$646M)

3% more funds holding

Funds holding: 229235 (+6)

0.06% less ownership

Funds ownership: 43.77%43.72% (-0.06%)

7% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 81

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
33
Increased
75
Reduced
81
Closed
24
Calls
$61.7M
Puts
$9.08M
Net Calls
+$52.6M
Net Calls Change
+$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.66B +$23.2M +703,899 +1%
IGIM
2
I.G. Investment Management
Manitoba, Canada
$638M -$12.1M -365,815 -2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$560M -$38.9M -1,180,839 -7%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$551M +$12.7M +385,640 +2%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$464M -$57.6M -1,747,229 -11%
CIBC Asset Management
6
CIBC Asset Management
Ontario, Canada
$400M -$17.5M -530,578 -4%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$385M -$8.07M -244,807 -2%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$352M -$30.3M -919,979 -8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$340M +$28.6M +867,505 +9%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$335M -$2.1M -63,800 -0.6%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$323M +$44.8M +1,358,268 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$251M +$12.3M +372,267 +5%
Vanguard Group
13
Vanguard Group
Pennsylvania
$238M +$21.6M +655,121 +10%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$237M +$33.1M +1,004,013 +17%
Canada Life
15
Canada Life
Manitoba, Canada
$191M -$15.2M -462,308 -7%
Capital International Investors
16
Capital International Investors
California
$169M -$1.88M -57,000 -1%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$148M -$11.4M -346,509 -7%
AIMCA
18
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$114M +$18.4M +558,800 +26%
IIM
19
Intact Investment Management
Quebec, Canada
$93.2M -$5.79M -175,600 -7%
Legal & General Group
20
Legal & General Group
United Kingdom
$84.3M +$2.34M +70,836 +3%
Swiss National Bank
21
Swiss National Bank
Switzerland
$82.5M +$3.75M +113,700 +5%
APG Asset Management
22
APG Asset Management
Netherlands
$79.2M -$2.55M -77,399 -3%
Norges Bank
23
Norges Bank
Norway
$75.5M -$28M -850,000 -27%
SRAIM
24
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$72.6M -$1.53M -46,265 -2%
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$61.7M -$3.13M -95,063 -5%

SLF Hedge Fund Activity: Q2 2015 in Review

235 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2015, worth a combined $8.94B — up 7.8% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SLF positions and 24 closed out — a net gain of 9 holders — while 75 added to existing stakes and 81 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $44.8M. The largest seller was Bank of Nova Scotia, cutting an estimated $57.6M.

  • 235 institutional investors held Sun Life Financial (SLF) as of Q2 2015, up from 229 in Q1 2015.
  • Funds reported $8.94B of Sun Life Financial stock for Q2 2015, up 7.8% quarter-over-quarter.
  • 33 funds opened new Sun Life Financial positions in Q2 2015 and 24 closed out, a net change of +9 holders.
  • The largest Sun Life Financial buyer in Q2 2015 was 1832 Asset Management, an estimated $44.8M added.
  • The largest Sun Life Financial seller in Q2 2015 was Bank of Nova Scotia, an estimated $57.6M sold.

Based on aggregated 13F filings for Q2 2015.