Sun Life Financial
382 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 133 reducing their positions, and 33 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
13% more capital invested
Capital invested by funds: $12.8B → $14.5B (+$1.66B)
12% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 33
0.66% more ownership
Funds ownership: 46.12% → 46.78% (+0.66%)
0% more funds holding
Funds holding: 381 → 382 (+1)
8% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 133
46% less call options, than puts
Call options by funds: $311M | Put options by funds: $576M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSE
MUFG Securities EMEA
London,
United Kingdom
|
+$263M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$69.1M |
| 3 |
Goldman Sachs
New York
|
+$54.9M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$44.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$76.2M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$72.2M |
| 3 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$70.6M |
| 4 |
Millennium Management
New York
|
-$38.8M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$34.9M |
SLF Hedge Fund Activity: Q2 2023 in Review
382 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2023, worth a combined $14.5B — up 13% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new SLF positions and 33 closed out — a net gain of 4 holders — while 122 added to existing stakes and 133 trimmed.
The largest buyer was MUFG Securities EMEA, opening a new position worth an estimated $263M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $76.2M.
- 382 institutional investors held Sun Life Financial (SLF) as of Q2 2023, up from 381 in Q1 2023.
- Funds reported $14.5B of Sun Life Financial stock for Q2 2023, up 13% quarter-over-quarter.
- 37 funds opened new Sun Life Financial positions in Q2 2023 and 33 closed out, a net change of +4 holders.
- The largest Sun Life Financial buyer in Q2 2023 was MUFG Securities EMEA, an estimated $263M added.
- The largest Sun Life Financial seller in Q2 2023 was Canada Pension Plan Investment Board, an estimated $76.2M sold.
Based on aggregated 13F filings for Q2 2023.