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Sun Life Financial

325 hedge funds and large institutions have $14.9B invested in Sun Life Financial in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more capital invested

Capital invested by funds: $14.5B → $14.9B (+$346M)

0.85% more ownership

Funds ownership: 47.85%48.7% (+0.85%)

0% more funds holding

Funds holding: 324325 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

28% less call options, than puts

Call options by funds: $331M | Put options by funds: $461M

Holders
325
Holders Change
+1
Holders Change %
+0.31%
% of All Funds
5.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
101
Reduced
103
Closed
23
Calls
$331M
Puts
$461M
Net Calls
-$130M
Net Calls Change
-$139M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$97.4M +$18M +349,245 +23%
Amundi
27
Amundi
France
$97M -$2.48M -48,174 -2%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$91.4M
AII
29
AGF Investments Inc
Ontario, Canada
$87.9M -$5.89M -114,460 -6%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$79M -$7.49M -145,624 -9%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$77.8M +$8.62M +167,532 +12%
Man Group
32
Man Group
United Kingdom
$69.6M -$620K -12,060 -0.9%
VPI
33
Value Partners Investments
Manitoba, Canada
$66.7M +$105K +2,047 +0.2%
First Trust Advisors
34
First Trust Advisors
Illinois
$63.2M +$2.19M +42,631 +4%
Franklin Resources
35
Franklin Resources
California
$60.7M -$4.49M -87,257 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$59.5M +$18.3M +356,325 +45%
Bank of America
37
Bank of America
North Carolina
$57M -$12.8M -248,819 -18%
CS
38
Credit Suisse
Switzerland
$51.2M +$7.82M +151,972 +18%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$49.8M -$5.38M -104,687 -10%
QI
40
QV Investors
Alberta, Canada
$44.4M -$9.03M -175,553 -17%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.3M -$12.7M -246,711 -22%
GCC
42
Guardian Capital (Canada)
Ontario, Canada
$44M -$1.47M -28,650 -3%
MBI
43
Montrusco Bolton Investments
Quebec, Canada
$41.8M -$1.01M -19,706 -2%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$41M -$368K -7,159 -0.9%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$40.6M +$23.6M +459,322 +141%
TPM
46
Triasima Portfolio Management
Quebec, Canada
$37M -$1.24M -24,200 -3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$35.1M +$198K +3,851 +0.6%
OCAM
48
Onex Canada Asset Management
Ontario, Canada
$33.5M -$185K -3,602 -0.6%
Deutsche Bank
49
Deutsche Bank
Germany
$33.5M -$40.8M -794,042 -55%
NEI
50
Northwest & Ethical Investments
Ontario, Canada
$32M -$81.1K -1,577 -0.3%

SLF Hedge Fund Activity: Q3 2021 in Review

325 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2021, worth a combined $14.9B — up 2.4% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SLF positions and 23 closed out — a net gain of 3 holders — while 101 added to existing stakes and 103 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $138M. The largest seller was Deutsche Bank, cutting an estimated $40.8M.

  • 325 institutional investors held Sun Life Financial (SLF) as of Q3 2021, up from 324 in Q2 2021.
  • Funds reported $14.9B of Sun Life Financial stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 26 funds opened new Sun Life Financial positions in Q3 2021 and 23 closed out, a net change of +3 holders.
  • The largest Sun Life Financial buyer in Q3 2021 was Bank of Nova Scotia, an estimated $138M added.
  • The largest Sun Life Financial seller in Q3 2021 was Deutsche Bank, an estimated $40.8M sold.

Based on aggregated 13F filings for Q3 2021.