Sun Life Financial
354 hedge funds and large institutions have $11B invested in Sun Life Financial in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 137 increasing their positions, 101 reducing their positions, and 33 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 101
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
0% more funds holding
Funds holding: 353 → 354 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.95% less ownership
Funds ownership: 48.61% → 46.66% (-2%)
16% less capital invested
Capital invested by funds: $13.2B → $11B (-$2.17B)
54% less call options, than puts
Call options by funds: $194M | Put options by funds: $418M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$116M |
| 2 |
Man Group
London,
United Kingdom
|
+$76.2M |
| 3 |
Morgan Stanley
New York
|
+$35.9M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$34.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$695M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$109M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$62.2M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$51M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$40.4M |
SLF Hedge Fund Activity: Q3 2022 in Review
354 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2022, worth a combined $11B — down 16% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SLF positions and 33 closed out — a net gain of 3 holders — while 137 added to existing stakes and 101 trimmed.
The largest buyer was Bank of Nova Scotia, adding an estimated $116M. The largest seller was T. Rowe Price Associates, cutting an estimated $695M.
- 354 institutional investors held Sun Life Financial (SLF) as of Q3 2022, up from 353 in Q2 2022.
- Funds reported $11B of Sun Life Financial stock for Q3 2022, down 16% quarter-over-quarter.
- 36 funds opened new Sun Life Financial positions in Q3 2022 and 33 closed out, a net change of +3 holders.
- The largest Sun Life Financial buyer in Q3 2022 was Bank of Nova Scotia, an estimated $116M added.
- The largest Sun Life Financial seller in Q3 2022 was T. Rowe Price Associates, an estimated $695M sold.
Based on aggregated 13F filings for Q3 2022.