Sun Life Financial
347 hedge funds and large institutions have $12B invested in Sun Life Financial in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 112 reducing their positions, and 16 closing their positions.
446% more call options, than puts
Call options by funds: $62.5M | Put options by funds: $11.4M
263% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 16
12% more funds holding
Funds holding: 309 → 347 (+38)
8% more capital invested
Capital invested by funds: $11.1B → $12B (+$938M)
0.27% less ownership
Funds ownership: 46.11% → 45.84% (-0.27%)
14% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 112
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$76.3M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$56.4M |
| 3 |
Two Sigma Investments
New York
|
+$29.4M |
| 4 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
+$24.9M |
| 5 |
Morgan Stanley
New York
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$93.9M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$52.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$40.5M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$40.4M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$39.3M |
SLF Hedge Fund Activity: Q4 2020 in Review
347 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q4 2020, worth a combined $12B — up 8.5% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SLF positions and 16 closed out — a net gain of 42 holders — while 96 added to existing stakes and 112 trimmed.
The largest buyer was Toronto Dominion Bank, adding an estimated $76.3M. The largest seller was Acadian Asset Management, cutting an estimated $93.9M.
- 347 institutional investors held Sun Life Financial (SLF) as of Q4 2020, up from 309 in Q3 2020.
- Funds reported $12B of Sun Life Financial stock for Q4 2020, up 8.5% quarter-over-quarter.
- 58 funds opened new Sun Life Financial positions in Q4 2020 and 16 closed out, a net change of +42 holders.
- The largest Sun Life Financial buyer in Q4 2020 was Toronto Dominion Bank, an estimated $76.3M added.
- The largest Sun Life Financial seller in Q4 2020 was Acadian Asset Management, an estimated $93.9M sold.
Based on aggregated 13F filings for Q4 2020.