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Sun Life Financial
SLF

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: 324 → 325 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$138M
2
Fidelity International
Fidelity International
Bermuda
+$92.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$74.4M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$49.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$36.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$40.8M
2
Norges Bank
Norges Bank
Norway
-$32.3M
3
Two Sigma Investments
Two Sigma Investments
New York
-$24.4M
4
Korea Investment Corp
Korea Investment Corp
South Korea
-$21M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$20.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$30.2M -$748K -14,545 -2%
Morgan Stanley
52
Morgan Stanley
New York
$27.3M -$12.2M -237,258 -31%
Goldman Sachs
53
Goldman Sachs
New York
$26.4M +$890K +17,309 +3%
CAM
54
Cidel Asset Management
Ontario, Canada
$26.3M +$7.59M +147,488 +40%
CCMIC
55
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.1M -$1.86M -36,242 -7%
TAM
56
Todd Asset Management
Kentucky
$25.8M +$256K +4,976 +1%
BlackRock
57
BlackRock
New York
$24.8M +$107K +2,079 +0.4%
A
58
AustralianSuper
Australia
$23.8M +$18.8M +365,144 New
LM
59
Lincluden Management
Ontario, Canada
$22.8M -$130K -2,535 -0.6%
Zurich Cantonal Bank
60
Zurich Cantonal Bank
Switzerland
$22.7M +$1.04M +20,225 +5%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$22.3M -$26.5K -515 -0.1%
PPA
62
Parametric Portfolio Associates
Washington
$21.1M +$1.2M +23,419 +6%
Canada Life
63
Canada Life
Manitoba, Canada
$20.8M +$830K +16,134 +4%
UBS Group
64
UBS Group
Switzerland
$18.6M -$7.8M -151,735 -30%
AT
65
AMF Tjänstepension
Sweden
$18.6M – – –
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$16.3M -$6.19M -120,393 -28%
MSC
67
MUFG Securities (Canada)
New York
$16.1M +$58.7K +1,141 +0.4%
PP
68
Prudential plc
United Kingdom
$15.6M +$18.3K +356 +0.1%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$15.2M -$1.21M -23,529 -7%
AIA
70
Avalon Investment & Advisory
Texas
$14.5M -$1.16M -22,572 -7%
Northern Trust
71
Northern Trust
Illinois
$14.4M -$8.93M -173,691 -38%
SAI
72
Systematic Alpha Investments
New Jersey
$14.3M – – –
HIM
73
Hillsdale Investment Management
Ontario, Canada
$14.2M +$185K +3,590 +1%
JFL
74
Jarislowsky, Fraser Ltd
Quebec, Canada
$14.2M +$1.32M +25,637 +10%
TRSOTSOK
75
Teachers Retirement System of the State of Kentucky
Kentucky
$13.3M – – –
1 2
3
4 5

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.