Sun Life Financial
SLF
257 hedge funds and large institutions have $8.74B invested in Sun Life Financial in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 84 reducing their positions, and 17 closing their positions.
511% more call options, than puts
Call options by funds: $35M | Put options by funds: $5.73M
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
17% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 84
2% more funds holding
Funds holding: 252 → 257 (+5)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.74% less ownership
Funds ownership: 43.82% → 43.08% (-0.74%)
2% less capital invested
Capital invested by funds: $8.91B → $8.74B (-$175M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$124M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.1M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$40.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$20.3M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$75.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$72.6M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$72.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$51.4M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$47.1M |
SLF Hedge Fund Activity: Q2 2016 in Review
257 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2016, worth a combined $8.74B — down 2% from $8.91B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SLF positions and 17 closed out — a net gain of 10 holders — while 98 added to existing stakes and 84 trimmed.
The largest buyer was Mackenzie Financial, opening a new position worth an estimated $124M. The largest seller was Capital International Investors, cutting an estimated $75.2M.
- 257 institutional investors held Sun Life Financial (SLF) as of Q2 2016, up from 252 in Q1 2016.
- Funds reported $8.74B of Sun Life Financial stock for Q2 2016, down 2% quarter-over-quarter.
- 27 funds opened new Sun Life Financial positions in Q2 2016 and 17 closed out, a net change of +10 holders.
- The largest Sun Life Financial buyer in Q2 2016 was Mackenzie Financial, an estimated $124M added.
- The largest Sun Life Financial seller in Q2 2016 was Capital International Investors, an estimated $75.2M sold.
Based on aggregated 13F filings for Q2 2016.