Sun Life Financial
SLF
251 hedge funds and large institutions have $8.64B invested in Sun Life Financial in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 21 closing their positions.
86% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 21
7% more funds holding
Funds holding: 234 → 251 (+17)
0.61% less ownership
Funds ownership: 45.43% → 44.82% (-0.61%)
4% less capital invested
Capital invested by funds: $9.03B → $8.64B (-$394M)
6% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 82
19% less call options, than puts
Call options by funds: $9.42M | Put options by funds: $11.6M
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$61.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$23.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$200M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$89.5M |
| 3 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$28.6M |
| 4 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
-$23.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.1M |
SLF Hedge Fund Activity: Q4 2015 in Review
251 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2015, worth a combined $8.64B — down 4.4% from $9.03B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SLF positions and 21 closed out — a net gain of 18 holders — while 77 added to existing stakes and 82 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $108M. The largest seller was Bank of Nova Scotia, cutting an estimated $200M.
- 251 institutional investors held Sun Life Financial (SLF) as of Q4 2015, up from 234 in Q3 2015.
- Funds reported $8.64B of Sun Life Financial stock for Q4 2015, down 4.4% quarter-over-quarter.
- 39 funds opened new Sun Life Financial positions in Q4 2015 and 21 closed out, a net change of +18 holders.
- The largest Sun Life Financial buyer in Q4 2015 was Fidelity Investments, an estimated $108M added.
- The largest Sun Life Financial seller in Q4 2015 was Bank of Nova Scotia, an estimated $200M sold.
Based on aggregated 13F filings for Q4 2015.