SLF icon

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 %
PCTC
251
Perkins Coie Trust Company
Washington
$96K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$89K -$11.9K -231 -12%
NSIM
253
North Star Investment Management
Illinois
$87K – – –
AF
254
Allworth Financial
California
$84K – – –
JMF
255
Johnson Midwest Financial
Iowa
$76K +$411 +8 +0.5%
CFB
256
Cullen/Frost Bankers
Texas
$76K +$462 +9 +0.6%
SPIA
257
Steward Partners Investment Advisory
New York
$72K -$45.3K -875 -39%
FMP
258
Financial Management Professionals
Texas
$72K +$1.18K +23 +2%
LWA
259
Lowe Wealth Advisors
Maryland
$67K +$52 +1 +0.1%
SWM
260
Spire Wealth Management
Virginia
$59K – – –
ONST
261
Old North State Trust
North Carolina
$58K – – –
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$57K +$3.74K +73 +7%
FPS
263
Fieldpoint Private Securities
Connecticut
$57K +$5.4K +102 +10%
KTC
264
Kistler-Tiffany Companies
Pennsylvania
$54K +$54K +1,049 New
MA
265
MCF Advisors
Kentucky
$46K – – –
FFA
266
Freedman Financial Associates
Massachusetts
$43K – – –
EFSCE
267
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.4K +27 +3%
DSC
268
Duncker Streett & Co
Missouri
$42K -$41.9K -813 -50%
HPC
269
HM Payson & Co
Maine
$38K – – –
NFG
270
Next Financial Group
Texas
$37K -$570 -11 -2%
FA
271
Financial Advantage
Maryland
$37K – – –
FCM
272
Firestone Capital Management
Florida
$37K – – –
First Manhattan
273
First Manhattan
New York
$37K – – –
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K – – –
EBSAM
275
Eubel Brady & Suttman Asset Management
Ohio
$35K +$35K +700 New
9 10
11
12 13