Sun Life Financial
395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 50 closing their positions.
0.52% less ownership
Funds ownership: 46.74% → 46.21% (-0.52%)
6% less funds holding
Funds holding: 421 → 395 (-26)
12% less capital invested
Capital invested by funds: $15B → $13.2B (-$1.81B)
14% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 146
22% less call options, than puts
Call options by funds: $232M | Put options by funds: $299M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
40% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$161M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$76.2M |
| 3 |
Goldman Sachs
New York
|
+$69.5M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$61.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$442M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$82M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$69.9M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$37.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$36.9M |
SLF Hedge Fund Activity: Q2 2024 in Review
395 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2024, worth a combined $13.2B — down 12% from $15B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of SLF and 30 opened new positions — a net loss of 20 holders — while 146 trimmed existing stakes and 126 added.
The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $161M. The largest seller was Fidelity International, cutting an estimated $442M.
- 395 institutional investors held Sun Life Financial (SLF) as of Q2 2024, down from 421 in Q1 2024.
- Funds reported $13.2B of Sun Life Financial stock for Q2 2024, down 12% quarter-over-quarter.
- 30 funds opened new Sun Life Financial positions in Q2 2024 and 50 closed out, a net change of -20 holders.
- The largest Sun Life Financial buyer in Q2 2024 was Federation des caisses Desjardins du Quebec, an estimated $161M added.
- The largest Sun Life Financial seller in Q2 2024 was Fidelity International, an estimated $442M sold.
Based on aggregated 13F filings for Q2 2024.