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Sun Life Financial
SLF

Overview Fund Activity

323 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-23
Holders Change %
-6.65%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.16M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$999M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$797M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$91.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$965M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48B

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$757M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$97.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$600M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
226
Stifel Financial
Missouri
$240K -$8.36K -162 -3%
Pacer Advisors
227
Pacer Advisors
Pennsylvania
$237K – – –
V
228
Veritable
Delaware
$237K +$237K +4,602 New
ARG
229
Advisory Resource Group
Oklahoma
$233K +$6.66K +129 +3%
Credit Agricole
230
Credit Agricole
France
$233K +$7.52K +146 +3%
GWM
231
Geneos Wealth Management
Colorado
$229K -$48.1K -934 -17%
FAM
232
Flaharty Asset Management
Florida
$227K – – –
HI
233
Harbour Investments
Wisconsin
$223K -$8.05K -156 -3%
RG
234
Rathbones Group
United Kingdom
$206K -$7.38K -143 -3%
LC
235
Lindbrook Capital
California
$198K +$620 +12 +0.3%
CHC
236
City Holding Co
West Virginia
$191K -$15.5K -300 -8%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
PA
238
Parallel Advisors
California
$176K +$13.7K +267 +8%
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K +$160K +3,100 New
FHA
240
First Horizon Advisors
Tennessee
$156K – – –
SIC
241
Salem Investment Counselors
North Carolina
$155K – – –
IBOK
242
Independence Bank of Kentucky
Kentucky
$147K – – –
Bessemer Group
243
Bessemer Group
New Jersey
$128K +$128K +2,480 New
TF
244
TimeScale Financial
Massachusetts
$123K – – –
Macquarie Group
245
Macquarie Group
Australia
$123K – – –
HNB
246
Huntington National Bank
Ohio
$121K +$28.8K +559 +31%
QCG
247
Quadrant Capital Group
Ohio
$120K +$10.3K +200 +9%
CWP
248
Concord Wealth Partners
Virginia
$103K – – –
ZB
249
Zions Bancorporation
Utah
$102K -$2.52K -49 -2%
CAL
250
Capital Advisors Ltd
Ohio
$98K – – –
8 9
10
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