Sun Life Financial
SLF
307 hedge funds and large institutions have $10.6B invested in Sun Life Financial in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 91 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
205% more call options, than puts
Call options by funds: $53.2M | Put options by funds: $17.4M
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
9% more funds holding
Funds holding: 281 → 307 (+26)
2% more capital invested
Capital invested by funds: $10.4B → $10.6B (+$213M)
0.59% less ownership
Funds ownership: 42.31% → 41.72% (-0.59%)
3% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$225M |
| 2 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$82.6M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$44.1M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$39.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 2 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$84.8M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$76.9M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$57.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$35.8M |
SLF Hedge Fund Activity: Q4 2017 in Review
307 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2017, worth a combined $10.6B — up 2% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SLF positions and 13 closed out — a net gain of 27 holders — while 88 added to existing stakes and 91 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $225M. The largest seller was T. Rowe Price Associates, cutting an estimated $108M.
- 307 institutional investors held Sun Life Financial (SLF) as of Q4 2017, up from 281 in Q3 2017.
- Funds reported $10.6B of Sun Life Financial stock for Q4 2017, up 2% quarter-over-quarter.
- 40 funds opened new Sun Life Financial positions in Q4 2017 and 13 closed out, a net change of +27 holders.
- The largest Sun Life Financial buyer in Q4 2017 was Mackenzie Financial, an estimated $225M added.
- The largest Sun Life Financial seller in Q4 2017 was T. Rowe Price Associates, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2017.