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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 %
TWP
276
TFO Wealth Partners
Ohio
$10K – – –
YAL
277
Your Advocates Ltd
Texas
$10K – – –
TFS
278
TrustCore Financial Services
Tennessee
$9K – – –
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
CTC
280
Central Trust Company
Missouri
$7K – – –
BWM
281
Baystate Wealth Management
Massachusetts
$6K +$36 +1 +0.6%
TRCT
282
Tower Research Capital (TRC)
New York
$6K +$1.89K +51 +46%
EW
283
Evoke Wealth
California
$5K -$79 -2 -2%
OC
284
Oakworth Capital
Alabama
$5K – – –
AA
285
Ancora Advisors
Ohio
$5K – – –
BCA
286
Berman Capital Advisors
Georgia
$4K -$1.92K -57 -32%
ClearBridge Investments
287
ClearBridge Investments
New York
$4K – – –
AWM
288
Avior Wealth Management
Nebraska
$4K +$4K +110 New
QT
289
Quantbot Technologies
New York
$3K -$47.3K -1,513 -94%
EARNEST Partners
290
EARNEST Partners
Georgia
$3K -$1.33K -31 -31%
BAM
291
Bellevue Asset Management
Washington
$3K – – –
AssetMark Inc
292
AssetMark Inc
California
$2K -$30.5K -702 -94%
LWA
293
Lenox Wealth Advisors
New York
$2K – – –
ABC
294
Associated Banc-Corp
Wisconsin
$2K +$1.17K +24 +141%
GWS
295
Glassman Wealth Services
Virginia
$2K +$1.15K +30 +136%
SF
296
Synovus Financial
Georgia
$2K +$2K +44 New
VFA
297
Valeo Financial Advisors
Indiana
$2K +$2K +51 New
GEA
298
Glen Eagle Advisors
New Jersey
$1.58K – – –
WIM
299
Westside Investment Management
California
$57 +$44 +1,200 +338%
National Pension Service
300
National Pension Service
South Korea
– -$37.8M -834,376 Closed
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