SLF icon

Sun Life Financial
SLF

Overview Fund Activity

325 hedge funds and large institutions have $12.1B invested in Sun Life Financial in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+19
Holders Change %
+6.21%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
51
Increased
88
Reduced
103
Closed
25
Calls
$69.8M
Puts
$17.4M
Net Calls
+$52.4M
Net Calls Change
-$7.03M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$820M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$167M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.82B
5
First Trust Advisors
First Trust Advisors
Illinois
$48.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$376M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.1M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$5.91M
5
MSE
MUFG Securities EMEA
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$86K -$137 -3 -0.2%
NSIM
252
North Star Investment Management
Illinois
$77K – – –
AF
253
Allworth Financial
California
$74K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$72K – – –
PA
255
Procyon Advisors
Connecticut
$71K +$71K +1,550 New
Chevy Chase Trust
256
Chevy Chase Trust
Maryland
$69K +$69K +1,507 New
GDP
257
Great Diamond Partners
Maine
$67K +$67K +1,478 New
PA
258
Parallel Advisors
California
$66K -$4.03K -89 -6%
ZB
259
Zions Bancorporation
Utah
$63K – – –
LC
260
Lindbrook Capital
California
$62K – – –
LWA
261
Lowe Wealth Advisors
Maryland
$59K +$46 +1 +0.1%
PMFA
262
Plante Moran Financial Advisors
Michigan
$58K – – –
MA
263
MCF Advisors
Kentucky
$58K – – –
ACA
264
Atlas Capital Advisors
Wyoming
$53.1K – – –
TSW
265
Thompson Siegel & Walmsley
Virginia
$49K – – –
BDWM
266
Brewin Dolphin Wealth Management
Ireland
$47.4K – – –
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$47K – – –
SFS
268
Sowell Financial Services
Arkansas
$45K +$276 +6 +0.6%
PP
269
Pacifica Partners
Canada
$37K +$37K +815 New
QI
270
QS Investors
New York
$36K – – –
HPC
271
HM Payson & Co
Maine
$34K – – –
ONST
272
Old North State Trust
North Carolina
$34K – – –
FA
273
Financial Advantage
Maryland
$33K – – –
FCM
274
Firestone Capital Management
Florida
$33K +$33K +723 New
First Manhattan
275
First Manhattan
New York
$32K – – –
9 10
11
12 13