Sun Life Financial
SLF
252 hedge funds and large institutions have $8.91B invested in Sun Life Financial in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 24 closing their positions.
376% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $5.49M
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
3% more capital invested
Capital invested by funds: $8.64B → $8.91B (+$273M)
0% more funds holding
Funds holding: 251 → 252 (+1)
0% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 84
1% less ownership
Funds ownership: 44.82% → 43.82% (-1%)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$58.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.3M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$47.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$38.6M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$134M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$102M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$37.4M |
| 4 |
BKBG
BHF Kleinwort Benson Group
Brussels,
Belgium
|
-$32.4M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$25M |
SLF Hedge Fund Activity: Q1 2016 in Review
252 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2016, worth a combined $8.91B — up 3.2% from $8.64B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SLF positions and 24 closed out — a net gain of 2 holders — while 84 added to existing stakes and 84 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $58.5M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $134M sold.
- 252 institutional investors held Sun Life Financial (SLF) as of Q1 2016, up from 251 in Q4 2015.
- Funds reported $8.91B of Sun Life Financial stock for Q1 2016, up 3.2% quarter-over-quarter.
- 26 funds opened new Sun Life Financial positions in Q1 2016 and 24 closed out, a net change of +2 holders.
- The largest Sun Life Financial buyer in Q1 2016 was Fidelity Investments, an estimated $58.5M added.
- The largest Sun Life Financial seller in Q1 2016 was Mackenzie Financial, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2016.