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Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $12B invested in Sun Life Financial in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+38
Holders Change %
+12.34%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
95
Reduced
112
Closed
16
Calls
$62.5M
Puts
$11.4M
Net Calls
+$51.1M
Net Calls Change
-$7.46M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$216M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$588M
3
Two Sigma Investments
Two Sigma Investments
New York
$30.2M
4
AII
AGF Investments Inc
Ontario, Canada
$75.3M
5
IIM
Intact Investment Management
Quebec, Canada
$31.3M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$36.2M
2
Fidelity International
Fidelity International
Bermuda
$639M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$654M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$285M
5
CS
Credit Suisse
Switzerland
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
226
Barometer Capital Management
Ontario, Canada
$260K -$860K -15,200 -77%
ASN
227
Advisory Services Network
Georgia
$254K -$11.5K -260 -4%
MA
228
MONECO Advisors
Connecticut
$251K +$1.62K +34 +0.6%
GWM
229
Geneos Wealth Management
Colorado
$245K +$77.8K +2,246 +47%
CAM
230
Cozad Asset Management
Illinois
$244K -$12K -270 -5%
NB
231
Northwest Bancshares
Pennsylvania
$242K -$15.6K -350 -6%
ST
232
Smithfield Trust
Pennsylvania
$240K – – –
SDJVC
233
St. Denis J. Villere & Co
Louisiana
$240K – – –
Voloridge Investment Management
234
Voloridge Investment Management
Florida
$231K +$231K +5,202 New
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$230K -$13.8K -311 -6%
RPCA
236
Running Point Capital Advisors
California
$229K +$229K +5,157 New
TI
237
Trexquant Investment
Connecticut
$225K +$225K +5,059 New
MML Investors Services
238
MML Investors Services
Massachusetts
$219K -$78.9K -1,779 -26%
Pacer Advisors
239
Pacer Advisors
Pennsylvania
$216K +$216K +4,851 New
FBT
240
First Bank & Trust
South Dakota
$215K – – –
EVM
241
Eaton Vance Management
Massachusetts
$215K +$215K +4,826 New
AAM
242
Advisors Asset Management
Colorado
$213K +$23.8K +536 +13%
ECM
243
Evergreen Capital Management
Washington
$212K +$212K +4,759 New
ATC
244
Argent Trust Co
Tennessee
$211K -$34.5K -778 -14%
PFA
245
Pathway Financial Advisors
Vermont
$209K +$209K +4,339 New
WANY
246
Wealthspire Advisors (New York)
New York
$209K +$209K +4,704 New
CCT
247
Capital City Trust
Florida
$204K +$204K +4,596 New
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K -$22.3K -500 -11%
CHC
250
City Holding Co
West Virginia
$178K – – –
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