Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sun Life Financial INC. (SLF)

443 + Investors. Track Smart Money conviction in SLF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — SLF

Based on 446 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SLF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
446 hedge funds hold SLF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

228 buying154 selling
Last quarter: 228 funds were net buyers (52 opened a brand new position + 176 added to an existing one). Only 154 were sellers (116 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 66 → 46 → 52 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
296 out of 446 hedge funds have held SLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~52 new funds/quarter

35 → 66 → 46 → 52 → 52 new funds/Q
New funds entering each quarter: 66 → 46 → 52 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 457 holders: 312 (68%) are 2+ year veterans, 58 entered 1–2 years ago, and 87 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
54 of 444 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in SLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SLF

In 2026 Q1, 228 hedge funds were net buyers of SLF (52 opened a new position, 176 added to an existing one), while 154 reduced or exited (116 trimmed, 38 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in SLF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 446.

Hedge Fund Ownership: SLF

How many hedge funds hold SLF — quarterly history vs. share price
Quarterly hedge fund ownership of SLF vs. share price

Market Analysis: SLF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SLF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sun Life Financial INC. (SLF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SLF has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
SLF
+25.5%
XLF
+1220.3%

SLF outperformed XLF by -1194.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
SLF
+10.2%
XLF
+4.8%

Since the filing became public, SLF outperformed XLF by +5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SLF
443 + Investors

Track Smart Money conviction in SLF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 443 432 2.55%
13F Shares 250M 263M -4.91%
Total Value $15.28B $16.48B -7.27%
New Positions 52 52 -
Increased Positions 171 144 +27
Closed Positions 41 49 -8
Reduced Positions 113 141 -28
Total Calls 7 6 16.67%
Total Puts 6 7 -14.29%
PUT/CALL Ratio 0.86 1.17 Neutral

Statistics: SLF

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

443 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SLF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SLF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Value Partners Investments Inc. 5.37% 1,126,224 $70.4M
2 Cardinal Capital Management, Inc. 3.76% 2,231,424 $139.4M
3 Letko, Brosseau & Associates Inc 3.29% 3,264,408 $203.9M
4 Nicola Wealth Management LTD. 2.97% 394,400 $24.7M
5 Lorne Steinberg Wealth Management Inc. 2.28% 153,750 $9.6M
6 Kraematon Investment Advisors, Inc 2.19% 42,976 $2.7M
7 Periscope Capital INC. 1.94% 278,700 $17.5M
8 Bank of Nova Scotia Trust Co 1.90% 353,727 $22.1M
9 BCV Asset Management Inc. 1.89% 879,984 $54.9M
10 Mufg Securities (canada), LTD. 1.48% 821,562 $51.4M
11 SIG North Trading, ULC 1.42% 1,134,200 $71.0M
12 Federation des caisses Desjardins du Quebec 1.23% 5,482,153 $341.0M
13 TD Waterhouse Canada Inc. 1.03% 5,528,134 $345.9M
14 Purpose Unlimited Inc. 0.99% 383,668 $24.0M
15 Kepler Cheuvreux (Suisse) SA 0.99% 170,360 $14.8M
16 Cibc World Market INC. 0.95% 9,316,439 $583.5M
17 Gold Investment Management Ltd. 0.88% 45,579 $2.9M
18 Scotia Capital INC. 0.84% 3,262,998 $203.6M
19 Todd Asset Management LLC 0.81% 662,058 $41.4M
20 Guardian Capital LP 0.78% 470,211 $29.4M
21 Guardian Partners Inc. 0.76% 145,822 $9.2M
22 Sienna Gestion 0.76% 186,385 $11.6M
23 Bank of Nova Scotia 0.75% 6,869,280 $430.2M
24 SIG North Trading, ULC 0.73% 580,200 $36.3M
25 Intact Investment Management INC. 0.73% 407,711 $25.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sun Life Financial INC. (SLF)

What does the Smart Money Trend signal show for SLF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SLF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SLF?

More buyers than sellers — 60% buying: Last quarter: 228 funds were net buyers (52 opened a brand new position + 176 added to an existing one). Only 154 were sellers (116 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLF holders?

Elite ownership — 49% AUM from top-100 funds: 54 of 444 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in SLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SLF?

66% of holders stayed for 2+ years: 296 out of 446 hedge funds have held SLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sun Life Financial INC. (SLF) following the 2026 Q1 hedge fund 13F filings?

As of today, SLF has moved +10.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +5.4%. Since the quarter end (March 31, 2026), SLF has gained +25.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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