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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
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.55B +$74.4M +1,445,681 +3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$992M -$14.4M -279,542 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$987M +$24.3M +472,066 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$960M +$28.1M +545,984 +3%
Fidelity International
5
Fidelity International
Bermuda
$848M +$92.4M +1,797,072 +12%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$844M +$49.1M +954,491 +6%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$722M -$1.16M -22,609 -0.2%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$620M +$138M +2,683,303 +29%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$591M -$10.6M -206,295 -2%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$451M -$6.34M -123,314 -2%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$391M +$26.7M +519,555 +7%
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$376M +$15.9M +309,333 +4%
Norges Bank
13
Norges Bank
Norway
$315M -$32.3M -628,253 -9%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$306M +$36.6M +711,475 +14%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$293M -$5.72M -111,207 -2%
LBA
16
Letko, Brosseau & Associates
Quebec, Canada
$171M -$4.16M -80,841 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$168M -$279K -5,417 -0.2%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$138M -$20.8M -403,579 -13%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$131M +$33.8M +657,980 +35%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131M +$3.31M +64,287 +3%
SC
21
Scotia Capital
Ontario, Canada
$131M +$4.66M +90,552 +4%
Swiss National Bank
22
Swiss National Bank
Switzerland
$125M -$3.56M -69,200 -3%
MSV
23
MN Services Vermogensbeheer
Netherlands
$111M +$334K +6,500 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$105M +$919K +17,860 +0.9%
BCIM
25
British Columbia Investment Management
British Columbia, Canada
$100M -$7.83M -152,274 -7%
1
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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.