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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.48B +$52.8M +999,107 +2%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$999M +$262M +4,957,167 +34%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$965M +$68.6M +1,298,097 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$933M +$9.04M +171,167 +1%
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$797M +$119M +2,256,250 +17%
Fidelity International
6
Fidelity International
Bermuda
$757M -$70.7M -1,337,476 -8%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$732M -$4.19M -79,323 -0.6%
BGC
8
Beutel, Goodman & Co
Ontario, Canada
$600M -$31.8M -602,600 -5%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$482M +$1.18M +22,263 +0.2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$450M -$586K -11,098 -0.2%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$365M +$40.7M +770,677 +12%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$363M -$29.2M -553,277 -7%
Norges Bank
13
Norges Bank
Norway
$348M -$17.7M -334,244 -5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$299M +$4.14M +78,467 +1%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$267M +$12.4K +234 +0%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$176M -$8.28M -156,763 -4%
Legal & General Group
17
Legal & General Group
United Kingdom
$169M +$5.48M +103,686 +3%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$159M +$8.39M +158,762 +5%
Swiss National Bank
19
Swiss National Bank
Switzerland
$130M +$7.23M +136,800 +6%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128M +$1.09M +20,598 +0.8%
SC
21
Scotia Capital
Ontario, Canada
$126M +$2.06M +38,995 +2%
BCIM
22
British Columbia Investment Management
British Columbia, Canada
$108M +$2.82M +53,412 +3%
JP Morgan Chase
23
JP Morgan Chase
New York
$104M -$1.91M -36,171 -2%
Amundi
24
Amundi
France
$99.7M +$102M +1,933,920 New
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$97.4M -$48.9M -926,428 -33%