Sun Life Financial
308 hedge funds and large institutions have $10.9B invested in Sun Life Financial in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 87 increasing their positions, 98 reducing their positions, and 26 closing their positions.
169% more call options, than puts
Call options by funds: $37.3M | Put options by funds: $13.9M
12% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 26
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1.59% more ownership
Funds ownership: 41.72% → 43.32% (+1.6%)
3% more capital invested
Capital invested by funds: $10.6B → $10.9B (+$271M)
0% more funds holding
Funds holding: 307 → 308 (+1)
11% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$218M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$81.4M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$41.9M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$41.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$36.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$72M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$30M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$22.4M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$19.4M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$17.8M |
SLF Hedge Fund Activity: Q1 2018 in Review
308 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2018, worth a combined $10.9B — up 2.6% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SLF positions and 26 closed out — a net gain of 3 holders — while 87 added to existing stakes and 98 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $218M. The largest seller was Citadel Advisors, cutting an estimated $72M.
- 308 institutional investors held Sun Life Financial (SLF) as of Q1 2018, up from 307 in Q4 2017.
- Funds reported $10.9B of Sun Life Financial stock for Q1 2018, up 2.6% quarter-over-quarter.
- 29 funds opened new Sun Life Financial positions in Q1 2018 and 26 closed out, a net change of +3 holders.
- The largest Sun Life Financial buyer in Q1 2018 was Fidelity Investments, an estimated $218M added.
- The largest Sun Life Financial seller in Q1 2018 was Citadel Advisors, an estimated $72M sold.
Based on aggregated 13F filings for Q1 2018.