Sun Life Financial
353 hedge funds and large institutions have $15.4B invested in Sun Life Financial in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 25 closing their positions.
124% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 25
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 97
9% more funds holding
Funds holding: 325 → 353 (+28)
4% more capital invested
Capital invested by funds: $14.9B → $15.4B (+$541M)
0.51% less ownership
Funds ownership: 48.7% → 48.19% (-0.51%)
56% less call options, than puts
Call options by funds: $205M | Put options by funds: $461M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$77.1M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
+$69.8M |
| 3 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$35.5M |
| 4 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
+$28.6M |
| 5 |
Morgan Stanley
New York
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$282M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$152M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$70.5M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$56.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$43.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Group One Trading
Chicago,
Illinois
| – | -$11.1K | -200 | Closed |
|
377
AssetMark Inc
Concord,
California
| – | +$332 | +6 | New |
|
378
Rockefeller Capital Management
New York
| – | +$774 | +14 | New |
|
SLF Hedge Fund Activity: Q4 2021 in Review
353 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2021, worth a combined $15.4B — up 3.6% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SLF positions and 25 closed out — a net gain of 31 holders — while 112 added to existing stakes and 97 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $77.1M. The largest seller was Bank of Montreal, cutting an estimated $282M.
- 353 institutional investors held Sun Life Financial (SLF) as of Q4 2021, up from 325 in Q3 2021.
- Funds reported $15.4B of Sun Life Financial stock for Q4 2021, up 3.6% quarter-over-quarter.
- 56 funds opened new Sun Life Financial positions in Q4 2021 and 25 closed out, a net change of +31 holders.
- The largest Sun Life Financial buyer in Q4 2021 was Royal Bank of Canada, an estimated $77.1M added.
- The largest Sun Life Financial seller in Q4 2021 was Bank of Montreal, an estimated $282M sold.
Based on aggregated 13F filings for Q4 2021.