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Sun Life Financial

352 hedge funds and large institutions have $12.5B invested in Sun Life Financial in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 103 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 103

11% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 37

0.82% more ownership

Funds ownership: 47.79%48.61% (+0.82%)

0% less funds holding

Funds holding: 353352 (-1)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less capital invested

Capital invested by funds: $15.7B → $12.5B (-$3.18B)

51% less call options, than puts

Call options by funds: $130M | Put options by funds: $267M

Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
41
Increased
126
Reduced
103
Closed
37
Calls
$130M
Puts
$267M
Net Calls
-$137M
Net Calls Change
+$77.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.4B +$144M +2,895,713 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$931M +$26.4M +530,575 +3%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$775M +$9.81M +196,837 +1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$733M -$75.5M -1,516,005 -9%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$624M -$26.5M -531,198 -4%
Fidelity International
6
Fidelity International
Bermuda
$549M -$148M -2,963,125 -20%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$492M -$12.4M -248,150 -2%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$397M -$88.8M -1,782,013 -17%
CIBC World Market
9
CIBC World Market
Ontario, Canada
$374M +$71.6M +1,437,175 +21%
CIBC Asset Management
10
CIBC Asset Management
Ontario, Canada
$374M +$10.2M +205,232 +3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$302M +$46.2M +926,849 +16%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$285M +$1.08M +21,593 +0.3%
Norges Bank
13
Norges Bank
Norway
$266M -$7.54M -151,254 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$255M -$2.11M -42,298 -0.8%
Legal & General Group
15
Legal & General Group
United Kingdom
$183M +$22.8M +458,496 +13%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$172M +$61.3M +1,230,562 +50%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$168M +$36.6M +735,065 +25%
LBA
18
Letko, Brosseau & Associates
Quebec, Canada
$141M +$2.78M +55,745 +2%
SC
19
Scotia Capital
Ontario, Canada
$128M +$2.02M +40,525 +1%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123M +$2.25M +45,236 +2%
Swiss National Bank
21
Swiss National Bank
Switzerland
$120M +$991K +19,900 +0.8%
JP Morgan Chase
22
JP Morgan Chase
New York
$117M +$15.1M +302,966 +13%
Amundi
23
Amundi
France
$99.5M +$5.82M +116,753 +5%
BCIM
24
British Columbia Investment Management
British Columbia, Canada
$91.6M +$13.2M +264,164 +15%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$89.6M -$1.65M -33,197 -2%

SLF Hedge Fund Activity: Q2 2022 in Review

352 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q2 2022, worth a combined $12.5B — down 20% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SLF positions and 37 closed out — a net gain of 4 holders — while 126 added to existing stakes and 103 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $144M. The largest seller was Fidelity International, cutting an estimated $148M.

  • 352 institutional investors held Sun Life Financial (SLF) as of Q2 2022, down from 353 in Q1 2022.
  • Funds reported $12.5B of Sun Life Financial stock for Q2 2022, down 20% quarter-over-quarter.
  • 41 funds opened new Sun Life Financial positions in Q2 2022 and 37 closed out, a net change of +4 holders.
  • The largest Sun Life Financial buyer in Q2 2022 was Royal Bank of Canada, an estimated $144M added.
  • The largest Sun Life Financial seller in Q2 2022 was Fidelity International, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2022.