Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sun Life Financial INC. (SLF)

489 + 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
↑ +45
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — SLF

Based on 494 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
494 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 — +12% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+12% 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

259 buying173 selling
Last quarter: 259 funds were net buyers (83 opened a brand new position + 176 added to an existing one). Only 173 were sellers (135 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new SLF position: 46 → 52 → 53 → 83. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
310 out of 494 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.
💰

Price up while funds trimmed (+27% value, -1% shares)

Value
+27%
Shares
0%
Last quarter: total value of institutional SLF holdings rose +27% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

67 → 46 → 52 → 53 → 83 new funds/Q
New funds entering each quarter: 46 → 52 → 53 → 83. A growing number of institutions are discovering SLF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 511 holders: 345 (68%) are 2+ year veterans, 58 entered 1–2 years ago, and 108 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
56 of 490 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 259 hedge funds were net buyers of SLF (83 opened a new position, 176 added to an existing one), while 173 reduced or exited (135 trimmed, 38 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in SLF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 494.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 5 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: SLF
489 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 489 449 8.91%
13F Shares 255M 257M -0.61%
Total Value $19.89B $15.65B 27.07%
New Positions 82 53 +29
Increased Positions 173 173 -
Closed Positions 38 37 +1
Reduced Positions 131 115 +16
Total Calls 10 7 42.86%
Total Puts 11 6 83.33%
PUT/CALL Ratio 1.1 0.86 Neutral

Statistics: SLF

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Institutional Holders (2026 Q2)

489 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Value Partners Investments Inc. 5.04% 921,226 $72.2M
2 Letko, Brosseau & Associates Inc 3.65% 3,144,427 $246.8M
3 Periscope Capital INC. 3.44% 500,000 $39.2M
4 Lorne Steinberg Wealth Management Inc. 2.69% 166,933 $13.1M
5 Kraematon Investment Advisors, Inc 2.50% 42,865 $3.4M
6 Cardinal Capital Management, Inc. 2.22% 1,168,774 $91.6M
7 Bank of Nova Scotia Trust Co 2.21% 339,460 $26.6M
8 BCV Asset Management Inc. 2.05% 866,769 $67.8M
9 Nicola Wealth Management LTD. 1.85% 204,800 $16.1M
10 Mufg Securities (canada), LTD. 1.66% 783,684 $61.4M
11 Intact Investment Management INC. 1.56% 699,721 $54.9M
12 SIG North Trading, ULC 1.49% 1,032,100 $80.9M
13 Polar Asset Management Partners Inc. 1.29% 1,001,122 $78.5M
14 Federation des caisses Desjardins du Quebec 1.27% 5,324,854 $415.6M
15 Purpose Unlimited Inc. 1.26% 418,903 $32.9M
16 Picton Mahoney Asset Management 1.19% 2,061,273 $161.4M
17 TD Waterhouse Canada Inc. 1.14% 5,506,035 $433.8M
18 Sustainable Insight Capital Management, LLC 1.05% 31,300 $2.5M
19 SIG North Trading, ULC 1.02% 706,000 $55.4M
20 Cibc World Market INC. 1.02% 8,076,018 $633.5M
21 Guardian Capital LP 0.99% 521,234 $40.9M
22 Gold Investment Management Ltd. 0.97% 45,797 $3.6M
23 Scotia Capital INC. 0.92% 3,144,681 $245.9M
24 Todd Asset Management LLC 0.91% 656,501 $51.5M
25 Guardian Partners Inc. 0.91% 128,156 $10.1M
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 — 3 quarters in a row: For 3 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: 259 funds were net buyers (83 opened a brand new position + 176 added to an existing one). Only 173 were sellers (135 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SLF holders?

Elite ownership — 52% AUM from top-100 funds: 56 of 490 holders are among the 100 largest funds by AUM, controlling 52% 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?

63% of holders stayed for 2+ years: 310 out of 494 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.

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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