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Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $13.9B invested in Sun Life Financial in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
–
Holders Change %
0%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
117
Reduced
108
Closed
29
Calls
$85.2M
Puts
$66.4M
Net Calls
+$18.9M
Net Calls Change
-$32.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$667M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$879M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$384M
4
Fidelity International
4
Fidelity International
Bermuda
$809M
5
Man Group
5
Man Group
United Kingdom
$72.1M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$19.6M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$148M
3
Norges Bank
3
Norges Bank
Norway
$358M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.38M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
226
Cozad Asset Management
Illinois
$278K – – –
NB
227
Northwest Bancshares
Pennsylvania
$275K – – –
ST
228
Smithfield Trust
Pennsylvania
$273K – – –
SDJVC
229
St. Denis J. Villere & Co
Louisiana
$273K – – –
AIC
230
Ameritas Investment Company
Nebraska
$267K +$267K +5,283 New
HWAM
231
Hennion & Walsh Asset Management
New Jersey
$263K +$263K +5,203 New
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$261K -$1.21K -24 -0.5%
RPCA
233
Running Point Capital Advisors
California
$261K – – –
AAM
234
Advisors Asset Management
Colorado
$261K +$18.4K +364 +8%
ECM
235
Evergreen Capital Management
Washington
$257K +$16.1K +318 +7%
MA
236
MONECO Advisors
Connecticut
$253K -$12.8K -253 -5%
FBT
237
First Bank & Trust
South Dakota
$244K – – –
EVM
238
Eaton Vance Management
Massachusetts
$244K – – –
Stifel Financial
239
Stifel Financial
Missouri
$243K +$243K +4,814 New
CCT
240
Capital City Trust
Florida
$242K +$9.95K +197 +4%
ATC
241
Argent Trust Co
Tennessee
$240K – – –
WANY
242
Wealthspire Advisors (New York)
New York
$239K +$1.36K +27 +0.6%
PFA
243
Pathway Financial Advisors
Vermont
$234K – – –
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$233K -$12.4K -245 -5%
HI
245
Harbour Investments
Wisconsin
$226K +$226K +4,479 New
FAM
246
Flaharty Asset Management
Florida
$223K +$223K +4,411 New
ARG
247
Advisory Resource Group
Oklahoma
$222K +$222K +4,386 New
Credit Agricole
248
Credit Agricole
France
$221K +$221K +4,376 New
CCP
249
Corient Capital Partners
California
$216K +$216K +4,274 New
LOAMS
250
Lombard Odier Asset Management (Switzerland)
Switzerland
$215K +$215K +3,380 New
8 9
10
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