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Sun Life Financial
SLF

Overview Fund Activity

299 hedge funds and large institutions have $9.84B invested in Sun Life Financial in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
112
Reduced
87
Closed
29
Calls
$60.5M
Puts
$4.16M
Net Calls
+$56.3M
Net Calls Change
-$22.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.75B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$327M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$71.9M
4
Fidelity International
4
Fidelity International
Bermuda
$555M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$44.4M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$94.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$21.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41.6M
4
National Pension Service
4
National Pension Service
South Korea
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
251
Enterprise Financial Services Corp (EFSC)
Missouri
$27K +$8.05K +221 +43%
FC
252
FORA Capital
Florida
$27K +$27K +725 New
LWANC
253
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K – – –
First Manhattan
254
First Manhattan
New York
$26K – – –
FA
255
Financial Advantage
Maryland
$26K – – –
SL
256
Savior LLC
Massachusetts
$25K – – –
KPW
257
Kore Private Wealth
New York
$25K +$24.5K +691 +5,315%
CAGAS
258
Capital Advisory Group Advisory Services
Minnesota
$22K – – –
MWP
259
Meridian Wealth Partners
Pennsylvania
$21K +$21K +576 New
SWA
260
Sutton Wealth Advisors
Florida
$20.3K – – –
MIP
261
Mondrian Investment Partners
United Kingdom
$20K – – –
GAM
262
Gemmer Asset Management
California
$19K -$952 -26 -5%
PCG
263
Private Capital Group
Connecticut
$19K – – –
CA
264
Clearstead Advisors
Ohio
$19K – – –
RFA
265
Reilly Financial Advisors
California
$19K – – –
AWM
266
Atticus Wealth Management
Florida
$18K – – –
SA
267
SRH Advisors
Kansas
$18K – – –
CCM
268
Covington Capital Management
California
$17K – – –
GRP
269
Global Retirement Partners
California
$17K +$37 +1 +0.2%
JCM
270
Jacobi Capital Management
Pennsylvania
$17K +$148 +4 +0.9%
HI
271
Human Investing
Oregon
$16K – – –
DOA
272
D'Orazio & Associates
Virginia
$12K – – –
SIAS
273
Shine Investment Advisory Services
Colorado
$12K – – –
HIA
274
Harbor Investment Advisory
Maryland
$11K – – –
PC
275
PhiloSmith Capital
Connecticut
$11K – – –
9 10
11
12 13