SLF
Sun Life Financial Inc. · Financial Services · Insurance - Diversified
Momentum-inputs (vergelijkbare managers):
breedte van houders -6.2% ·
aandelenstroom +0.8% ·
netto nieuwe posities -6.7%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 118 | +5 | 198.35M | $15.78B | +10 | −6 |
| Q1 2026 | 116 | -1 | 197.35M | $12.36B | +1 | −3 |
| Q4 2025 | 118 | 0 | 213.55M | $13.35B | +2 | −1 |
| Q3 2025 | 18 | +1 | 48.56M | $2.92B | +1 | −1 |
| Q2 2025 | 15 | -1 | 43.28M | $2.88B | +1 | −2 |
| Q1 2025 | 13 | +1 | 11.86M | $682.96M | +1 | — |
| Q4 2024 | 12 | -1 | 13.75M | $819.94M | +1 | −2 |
| Q3 2024 | 12 | +1 | 12.46M | $724.94M | +2 | −1 |
| Q2 2024 | 11 | — | 10.83M | $532.45M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passief) | 25.42M | — | $1.69B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | Norges Bank ✦ (passief) | 5.45M | -14.6% | $362.89M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 4.71M | — | $313.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | Geode Capital Management ✦ (passief) | 4.63M | +19.4% | $312.07M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Wellington Management ✦ | 1.06M | +31.5% | $70.60M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 6 | BlackRock ✦ (passief) | 932.31K | — | $61.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 336.49K | +190.9% | $22.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Bridgewater Associates ✦ | 327.70K | -18.5% | $21.76M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 9 | Arrowstreet Capital ✦ | 211.47K | +134.0% | $14.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 73.60K | +123.7% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | State Street Global Advisors ✦ (passief) | 39.51K | -15.1% | $2.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 32.71K | Nieuw | $2.18M | 0.0% | New | 1 | SEC ↗ ×2 |
| 13 | Capital World Investors ✦ | 24.73K | 0.0% | $1.65M | 0.0% | Held | 5 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 17.45K | +117.5% | $1.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 8.06K | -86.1% | $535,916 | 0.0% | ▼ Trim | 5 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| D. E. Shaw & Co. | $2.18M | 0.0% |
Verlaten
| Citadel Advisors | $661,124 | was 0.0% |
| Gotham Asset Management | $277,024 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 445 houders, 245.79M aandelen, $14.98B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.