Sun Life Financial
251 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, 91 reducing their positions, and 22 closing their positions.
307% more call options, than puts
Call options by funds: $31.3M | Put options by funds: $7.68M
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
1% more capital invested
Capital invested by funds: $8.73B → $8.83B (+$97M)
0.8% more ownership
Funds ownership: 43.08% → 43.88% (+0.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2% less funds holding
Funds holding: 256 → 251 (-5)
11% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$141M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$117M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.9M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$27.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$29.4M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$28.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$20M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$16.6M |
| 5 |
Goldman Sachs
New York
|
-$16.2M |
SLF Hedge Fund Activity: Q3 2016 in Review
251 of the 3,748 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 $8.73B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SLF positions and 22 closed out — a net gain of 1 holder — while 81 added to existing stakes and 91 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.
- 251 institutional investors held Sun Life Financial (SLF) as of Q3 2016, down from 256 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 22 closed out, a net change of +1 holder.
- 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.