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Sun Life Financial
SLF

Overview Fund Activity

323 hedge funds and large institutions have $14.9B invested in Sun Life Financial in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 101 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
–
Holders Change %
0%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
101
Reduced
102
Closed
23
Calls
$331M
Puts
$461M
Net Calls
-$130M
Net Calls Change
-$139M

Top Buyers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$620M
2
Fidelity International
Fidelity International
Bermuda
$848M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.55B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$844M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$306M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$33.5M
2
Norges Bank
Norges Bank
Norway
$315M
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$10.7M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$103K – – –
ZB
252
Zions Bancorporation
Utah
$101K -$1.29K -25 -1%
CAL
253
Capital Advisors Ltd
Ohio
$98K – – –
PCTC
254
Perkins Coie Trust Company
Washington
$96K – – –
QT
255
Quantbot Technologies
New York
$89K -$1.15M -22,386 -93%
AF
256
Allworth Financial
California
$84K – – –
CFB
257
Cullen/Frost Bankers
Texas
$77K +$516 +10 +0.7%
JMF
258
Johnson Midwest Financial
Iowa
$76K +$205 +4 +0.3%
FMP
259
Financial Management Professionals
Texas
$73K +$1.18K +23 +2%
SPIA
260
Steward Partners Investment Advisory
New York
$72K – – –
LWA
261
Lowe Wealth Advisors
Maryland
$67K +$103 +2 +0.2%
CPC
262
Consolidated Planning Corp
Georgia
$63K +$63K +1,227 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$59K +$1.95K +38 +3%
SWM
264
Spire Wealth Management
Virginia
$58K – – –
ONST
265
Old North State Trust
North Carolina
$58K – – –
FPS
266
Fieldpoint Private Securities
Connecticut
$56K +$921 +18 +2%
KTC
267
Kistler-Tiffany Companies
Pennsylvania
$54K – – –
NSIM
268
North Star Investment Management
Illinois
$51K -$35.1K -689 -41%
MA
269
MCF Advisors
Kentucky
$46K – – –
FFA
270
Freedman Financial Associates
Massachusetts
$43K – – –
DSC
271
Duncker Streett & Co
Missouri
$42K – – –
ADL
272
Asset Dedication LLC
California
$41K +$16.9K +325 +70%
HPC
273
HM Payson & Co
Maine
$38K – – –
First Manhattan
274
First Manhattan
New York
$37K – – –
FA
275
Financial Advantage
Maryland
$37K – – –
9 10
11
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