Sun Life Financial
SLF
347 hedge funds and large institutions have $14B invested in Sun Life Financial in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 30 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more call options, than puts
Call options by funds: $85.2M | Put options by funds: $66.4M
16% more capital invested
Capital invested by funds: $12B → $14B (+$1.92B)
8% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 108
7% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 30
0.91% more ownership
Funds ownership: 45.84% → 46.75% (+0.91%)
0% more funds holding
Funds holding: 347 → 347 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$332M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$204M |
| 3 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$138M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$80.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$64.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$280M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$95.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$46.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$37.6M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$36.9M |
SLF Hedge Fund Activity: Q1 2021 in Review
347 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2021, worth a combined $14B — up 16% from $12B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SLF positions and 30 closed out — a net gain of 2 holders — while 117 added to existing stakes and 108 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $332M. The largest seller was Canada Life, cutting an estimated $280M.
- 347 institutional investors held Sun Life Financial (SLF) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $14B of Sun Life Financial stock for Q1 2021, up 16% quarter-over-quarter.
- 32 funds opened new Sun Life Financial positions in Q1 2021 and 30 closed out, a net change of +2 holders.
- The largest Sun Life Financial buyer in Q1 2021 was Mackenzie Financial, an estimated $332M added.
- The largest Sun Life Financial seller in Q1 2021 was Canada Life, an estimated $280M sold.
Based on aggregated 13F filings for Q1 2021.