SLF

Sun Life Financial INC

-$433.8M

Net Activity

Institutions Holding

450

Popularity Rank

#1256

Avg Weight

0.15%

Total Value

$16.1B

Ownership Trend

450 institutions currently hold SLF, with 215 net buyers and 149 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

149

Net Buying Institutions

215

Key Holders

Key Holders

Top 5 by Value

RB
Royal Bank Of Canada
$2.8B
VC
Vanguard Capital Management LLC
$1.0B
TA
TD Asset Management Inc
$875.7M
BO
Bank Of Montreal /can/
$664.0M
CW
Cibc World Market INC.
$616.8M

Top 5 by Conviction

VP
Value Partners Investments Inc.
5.37%
CC
Cardinal Capital Management, Inc.
3.76%
LB
Letko, Brosseau & Associates INC
3.29%
SN
SIG North Trading, ULC
2.40%
BA
BCV Asset Management Inc.
1.89%
View all 450 holding institutions

Quarterly Activity

Recent Activity

+$5.4B

Total Buy Value

$10.5B

Total Sell Value

New buy39
Trim119
Add176
Sold out30

215

Net Buyers

149

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SUN LIFE FINANCIAL INC (SLF)?
Major stakeholders currently include Royal Bank Of Canada ($2.8B), Vanguard Capital Management LLC ($1.0B), TD Asset Management Inc ($875.7M). Based on the latest 13F filings, there are a total of 450 tracked investment funds and institutions maintaining positions in SLF.
What is the overall institutional sentiment toward SLF recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $433.8M, driven by 215 managers accumulating shares while 149 reduced their exposure.
Which institutions have been selling or reducing their SLF positions?
In the latest period, 119 funds trimmed their holdings, and 30 managers completely exited their positions. The aggregate reported sell value was $10.5B.
Are there any notable investors adding SLF to their portfolios?
Yes, buying activity remains notable. 39 institutions opened new positions in {ticker}, and 176 existing holders added to their shares. The total reported buy value for the quarter amounted to $5.4B.

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