SLF icon

Sun Life Financial
SLF

Overview Fund Activity

299 hedge funds and large institutions have $9.84B invested in Sun Life Financial in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
112
Reduced
87
Closed
29
Calls
$60.5M
Puts
$4.16M
Net Calls
+$56.3M
Net Calls Change
-$22.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.75B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$327M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$71.9M
4
Fidelity International
4
Fidelity International
Bermuda
$555M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$44.4M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$94.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$21.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41.6M
4
National Pension Service
4
National Pension Service
South Korea
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Community Bank
New York
$99K – – –
TF
227
TimeScale Financial
Massachusetts
$87K – – –
CAW
228
Cornerstone Advisors (Washington)
Washington
$84K +$11.6K +315 +16%
CAL
229
Capital Advisors Ltd
Ohio
$70K – – –
HNB
230
Huntington National Bank
Ohio
$66K +$1.51K +41 +2%
NSIM
231
North Star Investment Management
Illinois
$62K – – –
AF
232
Allworth Financial
California
$60K – – –
DSC
233
Duncker Streett & Co
Missouri
$60K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$59K – – –
PA
235
Procyon Advisors
Connecticut
$57K – – –
ZB
236
Zions Bancorporation
Utah
$53K +$2.28K +62 +4%
QCG
237
Quadrant Capital Group
Ohio
$50K -$867K -23,380 -95%
LWA
238
Lowe Wealth Advisors
Maryland
$48K +$74 +2 +0.2%
PMFA
239
Plante Moran Financial Advisors
Michigan
$47K – – –
CG
240
Cutler Group
California
$47K +$28.9K +800 +160%
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$45K +$6.48K +175 +17%
PP
242
Pacifica Partners
Canada
$44K +$3.56K +98 +9%
QI
243
QS Investors
New York
$41K +$12.4K +340 +44%
BDWM
244
Brewin Dolphin Wealth Management
Ireland
$38.2K – – –
SFS
245
Sowell Financial Services
Arkansas
$37K +$334 +9 +0.9%
MA
246
MCF Advisors
Kentucky
$33K – – –
BL
247
Balentine LLC
Georgia
$30K +$12.8K +351 +74%
ACA
248
Atlas Capital Advisors
Wyoming
$27.4K – – –
FCM
249
Firestone Capital Management
Florida
$27K – – –
HPC
250
HM Payson & Co
Maine
$27K – – –
8 9
10
11 12