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SLF in the 13F filings

Sun Life Financial Inc. · CUSIP 866796105

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
7
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 4 listed it in both
Shares listed
4,441,452
combined, among listed positions
Reported value
$258m
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SLF in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

7 of 7 holders

ActionFiling
Arrowstreet Capital LP1,494,660$87m0.07%Newnew14 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP1,125,581$65m0.14%Added+129,50014 Nov 2024 (the filing on sec.gov)
Man Group PLC926,697$54m0.14%Added+25,15714 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP461,132$27m0.06%Trimmed-56,30014 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC297,355$17m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP113,801$6.6munder 0.1%Newnew12 Nov 2024 (the filing on sec.gov)
Capital World Investors22,226$1.3munder 0.1%Held013 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
7 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

024682014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SLF by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$1.1bnn.a.n.a.
Q3 20133$968mn.a.n.a.
Q4 20135$1.0bnn.a.n.a.
Q1 20144$965mn.a.n.a.
Q2 20144$649mn.a.n.a.
Q3 20143$332mn.a.n.a.
Q4 20141$304mn.a.n.a.
Q1 20155$359mn.a.n.a.
Q2 20154$412mn.a.n.a.
Q3 20156$704mn.a.n.a.
Q4 20157$774mn.a.n.a.
Q1 20165$706mn.a.n.a.
Q2 20165$640mn.a.n.a.
Q3 20165$658mn.a.n.a.
Q4 20167$857mn.a.n.a.
Q1 20176$611mn.a.n.a.
Q2 20176$651mn.a.n.a.
Q3 20174$731mn.a.n.a.
Q4 20174$647mn.a.n.a.
Q1 20185$813mn.a.n.a.
Q2 20183$235mn.a.n.a.
Q3 20188$418mn.a.n.a.
Q4 20185$278mn.a.n.a.
Q1 20197$371mn.a.n.a.
Q2 20197$440mn.a.n.a.
Q3 20198$588mn.a.n.a.
Q4 20196$556mn.a.n.a.
Q1 20204$394mn.a.n.a.
Q2 20203$422mn.a.n.a.
Q3 20203$607mn.a.n.a.
Q4 20207$682mn.a.n.a.
Q1 20214$979mn.a.n.a.
Q2 20214$1.1bnn.a.n.a.
Q3 20212$1.1bnn.a.n.a.
Q4 20214$1.1bnn.a.n.a.
Q1 20225$1.1bnn.a.n.a.
Q2 20224$777mn.a.n.a.
Q3 20224$91mn.a.n.a.
Q4 20223$192mn.a.n.a.
Q1 20233$129mn.a.n.a.
Q2 20234$42mn.a.n.a.
Q3 20231$48mn.a.n.a.
Q4 20233$34m21
Q1 20244$121m40
Q2 20245$126m41
Q3 20247$258m51
Q4 20245$191m23
Q1 20253$53m21
Q2 20251$22m01
Q3 20252$22m11
Q4 20255$251m159
Q1 20263$152m614
Q2 20265$271m1310

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SLF and V →SLF and AXP →SLF and BAC →Choose a stock to compare with SLF →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SLF, latest filings →Back to the 13F Explorer →