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Sun Life Financial

302 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $50M | Put options by funds: $17.8M

5% more capital invested

Capital invested by funds: $9.72B → $10.2B (+$523M)

2% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 97

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.21% less ownership

Funds ownership: 42.23%42.02% (-0.21%)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

1% less funds holding

Funds holding: 306302 (-4)

Holders
302
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.56%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
99
Reduced
97
Closed
29
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.61B -$64.3M -1,600,361 -4%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$841M -$33.7M -837,931 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$695M +$3.23M +80,306 +0.5%
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$597M +$8.87M +220,700 +2%
Fidelity International
5
Fidelity International
Bermuda
$468M +$14.3M +356,231 +3%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$435M +$12.2M +304,651 +3%
LBA
7
Letko, Brosseau & Associates
Quebec, Canada
$352M -$3.1M -77,116 -0.9%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$301M -$82.9M -2,063,498 -22%
Norges Bank
9
Norges Bank
Norway
$296M +$129M +3,220,703 +82%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$295M +$3.73M +92,849 +1%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$289M -$11.7M -290,093 -4%
Canada Life
12
Canada Life
Manitoba, Canada
$239M -$4.98M -123,823 -2%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$219M -$31M -771,180 -13%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202M +$23.1M +575,638 +13%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M -$50.8M -1,263,519 -25%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$152M -$2.13M -53,060 -1%
CIBC Asset Management
17
CIBC Asset Management
Ontario, Canada
$150M -$111M -2,759,108 -43%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$150M +$2.45M +60,983 +2%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$123M -$2.47M -61,500 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$122M -$5.14M -127,828 -4%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121M -$2.62M -65,184 -2%
SC
22
Scotia Capital
Ontario, Canada
$116M +$13.7M +340,501 +14%
Franklin Resources
23
Franklin Resources
California
$113M -$10.6M -264,209 -9%
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$93M +$46.5M +1,158,380 +35%
Swiss National Bank
25
Swiss National Bank
Switzerland
$91.1M +$3.5M +87,100 +4%

SLF Hedge Fund Activity: Q2 2019 in Review

302 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2019, worth a combined $10.2B — up 5.4% from $9.72B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SLF and 27 opened new positions — a net loss of 2 holders — while 97 trimmed existing stakes and 99 added.

The largest buyer was Norges Bank, adding an estimated $129M. The largest seller was CIBC Asset Management, cutting an estimated $111M.

  • 302 institutional investors held Sun Life Financial (SLF) as of Q2 2019, down from 306 in Q1 2019.
  • Funds reported $10.2B of Sun Life Financial stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 27 funds opened new Sun Life Financial positions in Q2 2019 and 29 closed out, a net change of -2 holders.
  • The largest Sun Life Financial buyer in Q2 2019 was Norges Bank, an estimated $129M added.
  • The largest Sun Life Financial seller in Q2 2019 was CIBC Asset Management, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2019.