Sun Life Financial
379 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 125 reducing their positions, and 31 closing their positions.
3% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 31
2% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 125
1% less funds holding
Funds holding: 382 → 379 (-3)
1.25% less ownership
Funds ownership: 46.78% → 45.53% (-1.2%)
9% less capital invested
Capital invested by funds: $14.5B → $13.2B (-$1.29B)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
33% less call options, than puts
Call options by funds: $316M | Put options by funds: $474M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$85.9M |
| 2 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$50.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$26.9M |
| 4 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$20.5M |
| 5 |
Amundi
Paris,
France
|
+$18.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
-$370M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$59M |
| 3 |
Man Group
London,
United Kingdom
|
-$31.7M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$31.2M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$29.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MMPW
401
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| – | -$201K | -3,848 | Closed |
|
|
CFB
402
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$163K | -3,131 | Closed |
|
|
PI
403
PEAK6 Investments
Chicago,
Illinois
| – | -$114K | -2,194 | Closed |
|
|
RI
404
Ridgewood Investments
Springfield,
New Jersey
| – | -$41.7K | -800 | Closed |
|
|
CCM
405
Chilton Capital Management
Houston,
Texas
| – | -$30K | -575 | Closed |
|
|
CAL
406
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$14K | -262 | Closed |
|
407
AssetMark Inc
Concord,
California
| – | -$12.1K | -233 | Closed |
|
|
VSQM
408
V-Square Quantitative Management
Chicago,
Illinois
| – | -$14.2K | -206 | Closed |
|
|
VCM
409
Versant Capital Management
Phoenix,
Arizona
| – | -$7.61K | -146 | Closed |
|
|
SF
410
Safeguard Financial
Minocqua,
Wisconsin
| – | -$4K | -93 | Closed |
|
SLF Hedge Fund Activity: Q3 2023 in Review
379 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2023, worth a combined $13.2B — down 8.9% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SLF positions and 31 closed out — a net gain of 1 holder — while 127 added to existing stakes and 125 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $85.9M. The largest seller was MUFG Securities EMEA, exiting entirely with an estimated $370M sold.
- 379 institutional investors held Sun Life Financial (SLF) as of Q3 2023, down from 382 in Q2 2023.
- Funds reported $13.2B of Sun Life Financial stock for Q3 2023, down 8.9% quarter-over-quarter.
- 32 funds opened new Sun Life Financial positions in Q3 2023 and 31 closed out, a net change of +1 holder.
- The largest Sun Life Financial buyer in Q3 2023 was 1832 Asset Management, an estimated $85.9M added.
- The largest Sun Life Financial seller in Q3 2023 was MUFG Securities EMEA, an estimated $370M sold.
Based on aggregated 13F filings for Q3 2023.