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Sun Life Financial
SLF

Overview Fund Activity

353 hedge funds and large institutions have $15.4B invested in Sun Life Financial in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
112
Reduced
97
Closed
23
Calls
$205M
Puts
$461M
Net Calls
-$256M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.84B
2
Fidelity International
2
Fidelity International
Bermuda
$987M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$83.8M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$56.7M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$787M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$517M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$857M
4
Norges Bank
4
Norges Bank
Norway
$297M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$304K -$12.6K -226 -4%
ECM
227
Evergreen Capital Management
Washington
$304K +$19.4K +349 +7%
NB
228
Northwest Bancshares
Pennsylvania
$303K – – –
RFC
229
Regions Financial Corp
Alabama
$302K – – –
SDJVC
230
St. Denis J. Villere & Co
Louisiana
$301K – – –
AIM
231
Aigen Investment Management
New York
$301K +$301K +5,475 New
ST
232
Smithfield Trust
Pennsylvania
$300K – – –
Capital International Investors
233
Capital International Investors
California
$299K – – –
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$295K +$295K +5,296 New
RPCA
235
Running Point Capital Advisors
California
$289K +$1.06K +19 +0.4%
Mercer Global Advisors
236
Mercer Global Advisors
Colorado
$279K +$1.5K +27 +0.5%
TRCT
237
Tower Research Capital (TRC)
New York
$263K +$254K +4,579 +2,775%
MA
238
MONECO Advisors
Connecticut
$262K -$25.7K -449 -9%
V
239
Veritable
Delaware
$256K – – –
CCT
240
Capital City Trust
Florida
$256K – – –
CGL
241
Clarius Group LLC
Washington
$255K +$255K +4,574 New
HWAM
242
Hennion & Walsh Asset Management
New Jersey
$254K -$22.9K -412 -8%
CAM
243
Cresset Asset Management
Illinois
$253K -$32.9K -589 -11%
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$250K -$14.6K -263 -6%
LOAMS
245
Lombard Odier Asset Management (Switzerland)
Switzerland
$248K +$248K +3,526 New
FAM
246
Flaharty Asset Management
Florida
$246K – – –
PFA
247
Pathway Financial Advisors
Vermont
$246K +$246K +4,339 New
ATC
248
Argent Trust Co
Tennessee
$243K – – –
SEC
249
Seven Eight Capital
New York
$242K +$242K +4,354 New
FBT
250
First Bank & Trust
South Dakota
$236K -$32.6K -586 -12%
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