Sun Life Financial
305 hedge funds and large institutions have $8.41B invested in Sun Life Financial in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 93 reducing their positions, and 52 closing their positions.
1,966% more call options, than puts
Call options by funds: $82.5M | Put options by funds: $3.99M
12% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 93
0.06% less ownership
Funds ownership: 44.83% → 44.77% (-0.06%)
6% less funds holding
Funds holding: 326 → 305 (-21)
30% less capital invested
Capital invested by funds: $12.1B → $8.41B (-$3.65B)
35% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 52
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$78.6M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$57.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$176M |
| 2 |
LBA
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
|
-$125M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$116M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$60.5M |
| 5 |
CCMIC
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
-$51.2M |
SLF Hedge Fund Activity: Q1 2020 in Review
305 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2020, worth a combined $8.41B — down 30% from $12.1B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of SLF and 34 opened new positions — a net loss of 18 holders — while 93 trimmed existing stakes and 104 added.
The largest buyer was Fidelity Investments, adding an estimated $96.7M. The largest seller was Fidelity International, cutting an estimated $176M.
- 305 institutional investors held Sun Life Financial (SLF) as of Q1 2020, down from 326 in Q4 2019.
- Funds reported $8.41B of Sun Life Financial stock for Q1 2020, down 30% quarter-over-quarter.
- 34 funds opened new Sun Life Financial positions in Q1 2020 and 52 closed out, a net change of -18 holders.
- The largest Sun Life Financial buyer in Q1 2020 was Fidelity Investments, an estimated $96.7M added.
- The largest Sun Life Financial seller in Q1 2020 was Fidelity International, an estimated $176M sold.
Based on aggregated 13F filings for Q1 2020.