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Sun Life Financial
SLF

233 hedge funds and large institutions have $8.91B invested in Sun Life Financial in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 89 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $25M | Put options by funds: $12.3M

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

35% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 66

1.71% more ownership

Funds ownership: 43.72% → 45.43% (+1.7%)

0% less capital invested

Capital invested by funds: $8.94B → $8.91B (-$31.2M)

1% less funds holding

Funds holding: 235 → 233 (-2)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
6.5%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.28%
New
16
Increased
89
Reduced
66
Closed
18
Calls
$25M
Puts
$12.3M
Net Calls
+$12.7M
Net Calls Change
-$39.9M

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$106M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$82.7M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$49M
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$47.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$38.8M

Top Sellers

Rank Fund Capital Flow
1
IGIM
I.G. Investment Management
Manitoba, Canada
-$81.2M
2
Norges Bank
Norges Bank
Norway
-$61.3M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$38M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35.2M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$17.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.56B -$35.2M -1,085,872 -2%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$578M +$49M +1,510,233 +9%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$540M -$713K -21,980 -0.1%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$535M -$81.2M -2,504,732 -13%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$431M -$17.3M -533,690 -4%
CIBC Asset Management
6
CIBC Asset Management
Ontario, Canada
$392M +$7.81M +240,918 +2%
CIBC World Market
7
CIBC World Market
Ontario, Canada
$382M +$10.4M +319,873 +3%
Toronto Dominion Bank
8
Toronto Dominion Bank
Ontario, Canada
$333M -$6.49M -200,167 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$327M -$370K -11,400 -0.1%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$324M +$2.11M +65,127 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$309M +$82.7M +2,551,208 +36%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$275M -$38M -1,171,378 -12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$274M +$32.6M +1,006,085 +13%
Vanguard Group
14
Vanguard Group
Pennsylvania
$259M +$29.6M +912,029 +13%
Canada Life
15
Canada Life
Manitoba, Canada
$197M +$13.2M +406,484 +7%
AIMCA
16
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$181M +$47.6M +1,467,600 +53%
Capital International Investors
17
Capital International Investors
California
$164M – – –
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$143M +$990K +30,545 +0.7%
IIM
19
Intact Investment Management
Quebec, Canada
$89.4M -$5.18M -159,700 -7%
Swiss National Bank
20
Swiss National Bank
Switzerland
$87.8M +$8.83M +272,300 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$82.3M +$1.34M +41,481 +2%
APG Asset Management
22
APG Asset Management
Netherlands
$63.2M -$13M -401,110 -17%
SRAIM
23
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$58.3M -$11.6M -357,830 -16%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$55.3M +$4.63M +142,796 +9%
UBS AM
25
UBS AM
Illinois
$54.9M -$3.63M -111,915 -6%
1
2 3 4 5

SLF Hedge Fund Activity: Q3 2015 in Review

233 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2015, worth a combined $8.91B — down 0.35% from $8.94B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SLF and 16 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 89 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $106M. The largest seller was I.G. Investment Management, cutting an estimated $81.2M.

  • 233 institutional investors held Sun Life Financial (SLF) as of Q3 2015, down from 235 in Q2 2015.
  • Funds reported $8.91B of Sun Life Financial stock for Q3 2015, down 0.35% quarter-over-quarter.
  • 16 funds opened new Sun Life Financial positions in Q3 2015 and 18 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q3 2015 was Manulife (Manufacturers Life Insurance), an estimated $106M added.
  • The largest Sun Life Financial seller in Q3 2015 was I.G. Investment Management, an estimated $81.2M sold.

Based on aggregated 13F filings for Q3 2015.