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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$94M +$7.08M +134,103 +8%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$91.6M +$93.8M +1,774,990 +17,749,900%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$86.7M -$15.8M -299,199 -15%
Invesco
29
Invesco
Georgia
$79.6M +$12.5M +236,492 +18%
Deutsche Bank
30
Deutsche Bank
Germany
$74.5M +$38.1M +721,287 +100%
Man Group
31
Man Group
United Kingdom
$70.4M -$3.29M -62,350 -4%
Bank of America
32
Bank of America
North Carolina
$70M +$14M +264,805 +24%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$69.4M +$7.79M +147,404 +12%
VPI
34
Value Partners Investments
Manitoba, Canada
$67.1M +$89.6K +1,697 +0.1%
Franklin Resources
35
Franklin Resources
California
$65.3M -$395K -7,471 -0.6%
First Trust Advisors
36
First Trust Advisors
Illinois
$61.1M +$3.09M +58,508 +5%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$57.2M -$17.9M -338,376 -23%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$55.3M +$4.4M +83,310 +8%
QI
39
QV Investors
Alberta, Canada
$53.6M +$14.5M +275,166 +36%
GCC
40
Guardian Capital (Canada)
Ontario, Canada
$45.6M -$2.06M -39,065 -4%
CS
41
Credit Suisse
Switzerland
$43.5M -$5.52M -104,576 -11%
MBI
42
Montrusco Bolton Investments
Quebec, Canada
$42.9M +$7.83M +148,194 +22%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$41.4M +$132K +2,508 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
44
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.3M +$42.3M +800,000 New
Morgan Stanley
45
Morgan Stanley
New York
$39.6M -$23.3M -441,090 -36%
TPM
46
Triasima Portfolio Management
Quebec, Canada
$38.3M +$78.7K +1,490 +0.2%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$34.9M -$2.36M -44,642 -6%
OCAM
48
Onex Canada Asset Management
Ontario, Canada
$33.8M +$421K +7,975 +1%
Korea Investment Corp
49
Korea Investment Corp
South Korea
$32.8M +$5.16M +97,700 +18%
NEI
50
Northwest & Ethical Investments
Ontario, Canada
$32.1M +$4.98M +94,276 +18%