Sun Life Financial
353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
24% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 102
13% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 30
2% more capital invested
Capital invested by funds: $15.4B → $15.7B (+$250M)
0% more funds holding
Funds holding: 353 → 353 (0)
0.4% less ownership
Funds ownership: 48.19% → 47.79% (-0.4%)
62% less call options, than puts
Call options by funds: $133M | Put options by funds: $348M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$72.8M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$64.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$35.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$33.7M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$154M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$89.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$81.6M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$74.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$65.9M |
SLF Hedge Fund Activity: Q1 2022 in Review
353 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q1 2022, worth a combined $15.7B — up 1.6% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new SLF positions and 30 closed out — a net gain of 4 holders — while 126 added to existing stakes and 102 trimmed.
The largest buyer was Mackenzie Financial, adding an estimated $72.8M. The largest seller was Fidelity International, cutting an estimated $154M.
- 353 institutional investors held Sun Life Financial (SLF) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $15.7B of Sun Life Financial stock for Q1 2022, up 1.6% quarter-over-quarter.
- 34 funds opened new Sun Life Financial positions in Q1 2022 and 30 closed out, a net change of +4 holders.
- The largest Sun Life Financial buyer in Q1 2022 was Mackenzie Financial, an estimated $72.8M added.
- The largest Sun Life Financial seller in Q1 2022 was Fidelity International, an estimated $154M sold.
Based on aggregated 13F filings for Q1 2022.