SLF icon

Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $12B invested in Sun Life Financial in 2020 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+38
Holders Change %
+12.34%
% of All Funds
6.14%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
58
Increased
95
Reduced
112
Closed
16
Calls
$62.5M
Puts
$11.4M
Net Calls
+$51.1M
Net Calls Change
-$7.46M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$216M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$588M
3
Two Sigma Investments
Two Sigma Investments
New York
$30.2M
4
AII
AGF Investments Inc
Ontario, Canada
$75.3M
5
IIM
Intact Investment Management
Quebec, Canada
$31.3M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$36.2M
2
Fidelity International
Fidelity International
Bermuda
$639M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$654M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$285M
5
CS
Credit Suisse
Switzerland
$44.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
251
FORA Capital
Florida
$170K +$170K +3,816 New
LC
252
Lindbrook Capital
California
$163K – – –
Bessemer Group
253
Bessemer Group
New Jersey
$147K +$3.56K +80 +2%
PA
254
Parallel Advisors
California
$137K +$2.89K +65 +2%
FHA
255
First Horizon Advisors
Tennessee
$135K +$1.56K +35 +1%
SIC
256
Salem Investment Counselors
North Carolina
$133K – – –
MC
257
Maverick Capital
Texas
$131K -$312K -7,025 -70%
IBOK
258
Independence Bank of Kentucky
Kentucky
$126K – – –
CB
259
Community Bank
New York
$120K – – –
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$109K +$109K +2,443 New
ZB
261
Zions Bancorporation
Utah
$106K -$222 -5 -0.2%
TF
262
TimeScale Financial
Massachusetts
$106K – – –
CWP
263
Concord Wealth Partners
Virginia
$89K +$89K +2,000 New
DWM
264
Defined Wealth Management
Oregon
$86K +$86K +1,944 New
CAL
265
Capital Advisors Ltd
Ohio
$85K – – –
BCV
266
Banque Cantonale Vaudoise
Switzerland
$85K +$85K +1,900 New
CCA
267
Childress Capital Advisors
Texas
$85K +$85K +1,921 New
HNB
268
Huntington National Bank
Ohio
$79K +$2.23K +50 +3%
QCG
269
Quadrant Capital Group
Ohio
$76K -$36.2K -810 -32%
NSIM
270
North Star Investment Management
Illinois
$75K – – –
IAIM
271
International Assets Investment Management
Florida
$75K +$75K +1,685 New
DSC
272
Duncker Streett & Co
Missouri
$72K – – –
AF
273
Allworth Financial
California
$72K – – –
CFB
274
Cullen/Frost Bankers
Texas
$65K -$1.3K -29 -2%
JMF
275
Johnson Midwest Financial
Iowa
$65K +$65K +1,470 New
9 10
11
12 13