Sun Life Financial
SLF
441 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 162 increasing their positions, 114 reducing their positions, and 32 closing their positions.
75% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 32
42% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 114
5% more funds holding
Funds holding: 421 → 441 (+20)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1% less capital invested
Capital invested by funds: $15.8B → $15.7B (-$163M)
1.39% less ownership
Funds ownership: 47.12% → 45.73% (-1.4%)
63% less call options, than puts
Call options by funds: $148M | Put options by funds: $395M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$84.3M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$76M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$70.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$62.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$207M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$204M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$179M |
| 4 |
VPI
Value Partners Investments
Winnipeg,
Manitoba, Canada
|
-$123M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$90.5M |
SLF Hedge Fund Activity: Q4 2024 in Review
441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2024, worth a combined $15.7B — down 1% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SLF positions and 32 closed out — a net gain of 24 holders — while 162 added to existing stakes and 114 trimmed.
The largest buyer was Intact Investment Management, adding an estimated $84.3M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $207M.
- 441 institutional investors held Sun Life Financial (SLF) as of Q4 2024, up from 421 in Q3 2024.
- Funds reported $15.7B of Sun Life Financial stock for Q4 2024, down 1% quarter-over-quarter.
- 56 funds opened new Sun Life Financial positions in Q4 2024 and 32 closed out, a net change of +24 holders.
- The largest Sun Life Financial buyer in Q4 2024 was Intact Investment Management, an estimated $84.3M added.
- The largest Sun Life Financial seller in Q4 2024 was Federation des caisses Desjardins du Quebec, an estimated $207M sold.
Based on aggregated 13F filings for Q4 2024.