Sun Life Financial
SLF
325 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.
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: $14B → $14.5B (+$582M)
6% less funds holding
Funds holding: 347 → 325 (-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: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$262M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$119M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$93.8M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$68.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$70.7M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$48.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$41.5M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$31.8M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$29.2M |
SLF Hedge Fund Activity: Q2 2021 in Review
325 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2021, worth a combined $14.5B — up 4.2% from $14B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SLF and 25 opened new positions — a net loss of 20 holders — while 105 trimmed existing stakes and 113 added.
The largest buyer was Bank of Montreal, adding an estimated $262M. The largest seller was Fidelity International, cutting an estimated $70.7M.
- 325 institutional investors held Sun Life Financial (SLF) as of Q2 2021, down from 347 in Q1 2021.
- Funds reported $14.5B of Sun Life Financial stock for Q2 2021, up 4.2% quarter-over-quarter.
- 25 funds opened new Sun Life Financial positions in Q2 2021 and 45 closed out, a net change of -20 holders.
- The largest Sun Life Financial buyer in Q2 2021 was Bank of Montreal, an estimated $262M added.
- The largest Sun Life Financial seller in Q2 2021 was Fidelity International, an estimated $70.7M sold.
Based on aggregated 13F filings for Q2 2021.