Sun Life Financial
353 hedge funds and large institutions have $10.5B invested in Sun Life Financial in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 138 increasing their positions, 100 reducing their positions, and 33 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 100
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
0% more funds holding
Funds holding: 352 → 353 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.94% less ownership
Funds ownership: 48.61% → 46.67% (-1.9%)
16% less capital invested
Capital invested by funds: $12.5B → $10.5B (-$2.02B)
53% less call options, than puts
Call options by funds: $187M | Put options by funds: $398M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$116M |
| 2 |
Man Group
London,
United Kingdom
|
+$76.2M |
| 3 |
Morgan Stanley
New York
|
+$35.9M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$34.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$695M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$109M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$62.2M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$51M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$40.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFS
376
Prospera Financial Services
Dallas,
Texas
| – | -$33K | -722 | Closed |
|
|
SWM
377
Spire Wealth Management
Mclean,
Virginia
| – | -$26K | -568 | Closed |
|
|
TCWM
378
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$23K | -500 | Closed |
|
|
CA
379
CoreCap Advisors
Southfield,
Michigan
| – | -$21K | -452 | Closed |
|
380
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$17K | -367 | Closed |
|
381
Lazard Asset Management
New York
| – | -$15K | -329 | Closed |
|
|
PC
382
PhiloSmith Capital
Stamford,
Connecticut
| – | -$13.7K | -300 | Closed |
|
|
FMII
383
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$10K | -225 | Closed |
|
|
PFGIA
384
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -65 | Closed |
|
|
DI
385
Disciplined Investments
Tulsa,
Oklahoma
| – | -$2K | -48 | Closed |
|
SLF Hedge Fund Activity: Q3 2022 in Review
353 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2022, worth a combined $10.5B — down 16% from $12.5B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SLF positions and 33 closed out — a net gain of 3 holders — while 138 added to existing stakes and 100 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $695M.
- 353 institutional investors held Sun Life Financial (SLF) as of Q3 2022, up from 352 in Q2 2022.
- Funds reported $10.5B of Sun Life Financial stock for Q3 2022, down 16% quarter-over-quarter.
- 36 funds opened new Sun Life Financial positions in Q3 2022 and 33 closed out, a net change of +3 holders.
- The largest Sun Life Financial buyer in Q3 2022 was Bank of Nova Scotia, an estimated $116M added.
- The largest Sun Life Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $695M sold.
Based on aggregated 13F filings for Q3 2022.