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Sun Life Financial
SLF

Overview Fund Activity

304 hedge funds and large institutions have $8.41B invested in Sun Life Financial in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
104
Reduced
92
Closed
52
Calls
$82.5M
Puts
$3.99M
Net Calls
+$78.5M
Net Calls Change
+$26.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
2
Citadel Advisors
Citadel Advisors
Florida
$60.4M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$159M
4
Vanguard Group
Vanguard Group
Pennsylvania
$590M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$446M
2
LBA
Letko, Brosseau & Associates
Quebec, Canada
$156M
3
Norges Bank
Norges Bank
Norway
$179M
4
Franklin Resources
Franklin Resources
California
$45.9M
5
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Community Bank
New York
$87K -$300K -9,300 -78%
TF
227
TimeScale Financial
Massachusetts
$76K – – –
CAW
228
Cornerstone Advisors (Washington)
Washington
$63K -$161 -5 -0.3%
CAL
229
Capital Advisors Ltd
Ohio
$61K – – –
HNB
230
Huntington National Bank
Ohio
$56K -$4.21K -132 -7%
AT
231
Arden Trust
Delaware
$55K +$55K +1,723 New
NSIM
232
North Star Investment Management
Illinois
$54K – – –
DSC
233
Duncker Streett & Co
Missouri
$52K -$26K -814 -33%
AF
234
Allworth Financial
California
$52K – – –
SPIA
235
Steward Partners Investment Advisory
New York
$51K – – –
QT
236
Quantbot Technologies
New York
$51K +$51K +1,609 New
PA
237
Procyon Advisors
Connecticut
$50K – – –
ZB
238
Zions Bancorporation
Utah
$44K – – –
PMFA
239
Plante Moran Financial Advisors
Michigan
$41K – – –
LWA
240
Lowe Wealth Advisors
Maryland
$41K +$63 +2 +0.2%
PP
241
Pacifica Partners
Canada
$36K +$9.69K +300 +37%
CIM
242
Contravisory Investment Management
Massachusetts
$35K +$35K +1,095 New
PA
243
Parallel Advisors
California
$34K -$11.8K -376 -26%
BDWM
244
Brewin Dolphin Wealth Management
Ireland
$33.4K – – –
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$33K – – –
SFS
246
Sowell Financial Services
Arkansas
$32K +$227 +7 +0.7%
MA
247
MCF Advisors
Kentucky
$29K -$12.7K -390 -30%
QI
248
QS Investors
New York
$25K – – –
HPC
249
HM Payson & Co
Maine
$24K – – –
AssetMark Inc
250
AssetMark Inc
California
$24K +$16.6K +516 +222%
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