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Sun Life Financial

253 hedge funds and large institutions have $8.83B invested in Sun Life Financial in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $7.68M

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more capital invested

Capital invested by funds: $8.74B → $8.83B (+$97.3M)

0.8% more ownership

Funds ownership: 43.08%43.88% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less funds holding

Funds holding: 257253 (-4)

12% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 92

Holders
253
Holders Change
-4
Holders Change %
-1.56%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
23
Increased
81
Reduced
92
Closed
21
Calls
$31.3M
Puts
$7.68M
Net Calls
+$23.6M
Net Calls Change
-$5.68M

SLF Hedge Fund Activity: Q3 2016 in Review

253 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2016, worth a combined $8.83B — up 1.1% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SLF positions and 21 closed out — a net gain of 2 holders — while 81 added to existing stakes and 92 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $141M. The largest seller was Alberta Investment Management Corp (AIMCo), cutting an estimated $29.4M.

  • 253 institutional investors held Sun Life Financial (SLF) as of Q3 2016, down from 257 in Q2 2016.
  • Funds reported $8.83B of Sun Life Financial stock for Q3 2016, up 1.1% quarter-over-quarter.
  • 23 funds opened new Sun Life Financial positions in Q3 2016 and 21 closed out, a net change of +2 holders.
  • The largest Sun Life Financial buyer in Q3 2016 was 1832 Asset Management, an estimated $141M added.
  • The largest Sun Life Financial seller in Q3 2016 was Alberta Investment Management Corp (AIMCo), an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2016.