Sun Life Financial
SLF
271 hedge funds and large institutions have $9.31B invested in Sun Life Financial in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 24 closing their positions.
304% more call options, than puts
Call options by funds: $62.3M | Put options by funds: $15.4M
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
1% more funds holding
Funds holding: 268 → 271 (+3)
5% less capital invested
Capital invested by funds: $9.76B → $9.31B (-$457M)
6% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 96
1.19% less ownership
Funds ownership: 43.31% → 42.12% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$106M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$105M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$91.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$48.5M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$140M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$129M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$117M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$87.3M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$53.7M |
SLF Hedge Fund Activity: Q2 2017 in Review
271 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2017, worth a combined $9.31B — down 4.7% from $9.76B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SLF positions and 24 closed out — a net gain of 4 holders — while 90 added to existing stakes and 96 trimmed.
The largest buyer was Beutel, Goodman & Co, adding an estimated $106M. The largest seller was Bank of Nova Scotia, cutting an estimated $140M.
- 271 institutional investors held Sun Life Financial (SLF) as of Q2 2017, up from 268 in Q1 2017.
- Funds reported $9.31B of Sun Life Financial stock for Q2 2017, down 4.7% quarter-over-quarter.
- 28 funds opened new Sun Life Financial positions in Q2 2017 and 24 closed out, a net change of +4 holders.
- The largest Sun Life Financial buyer in Q2 2017 was Beutel, Goodman & Co, an estimated $106M added.
- The largest Sun Life Financial seller in Q2 2017 was Bank of Nova Scotia, an estimated $140M sold.
Based on aggregated 13F filings for Q2 2017.