Sun Life Financial
SLF
422 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 124 increasing their positions, 142 reducing their positions, and 29 closing their positions.
100% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 29
19% more capital invested
Capital invested by funds: $13.2B → $15.7B (+$2.56B)
7% more funds holding
Funds holding: 396 → 422 (+26)
0.71% more ownership
Funds ownership: 46.21% → 46.92% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
13% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 142
38% less call options, than puts
Call options by funds: $218M | Put options by funds: $348M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$186M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$125M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$115M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$82.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$78.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$140M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$74.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$71.8M |
| 4 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
-$57.3M |
| 5 |
Morgan Stanley
New York
|
-$46.2M |
SLF Hedge Fund Activity: Q3 2024 in Review
422 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Sun Life Financial (SLF) for Q3 2024, worth a combined $15.7B — up 19% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SLF positions and 29 closed out — a net gain of 29 holders — while 124 added to existing stakes and 142 trimmed.
The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $186M. The largest seller was Goldman Sachs, cutting an estimated $140M.
- 422 institutional investors held Sun Life Financial (SLF) as of Q3 2024, up from 396 in Q2 2024.
- Funds reported $15.7B of Sun Life Financial stock for Q3 2024, up 19% quarter-over-quarter.
- 58 funds opened new Sun Life Financial positions in Q3 2024 and 29 closed out, a net change of +29 holders.
- The largest Sun Life Financial buyer in Q3 2024 was Federation des caisses Desjardins du Quebec, an estimated $186M added.
- The largest Sun Life Financial seller in Q3 2024 was Goldman Sachs, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2024.