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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 %
SPIA
276
Steward Partners Investment Advisory
New York
$62K – – –
LWA
277
Lowe Wealth Advisors
Maryland
$58K – – –
FMP
278
Financial Management Professionals
Texas
$58K +$2.62K +59 +5%
ONST
279
Old North State Trust
North Carolina
$50K – – –
CL
280
COWA LLC
Oklahoma
$50K +$50K +1,058 New
BDWM
281
Brewin Dolphin Wealth Management
Ireland
$46.2K – – –
MPWT
282
MassMutual Private Wealth & Trust
Connecticut
$46K – – –
SFS
283
Sowell Financial Services
Arkansas
$45K +$312 +7 +0.7%
MA
284
MCF Advisors
Kentucky
$40K – – –
FFA
285
Freedman Financial Associates
Massachusetts
$37K +$37K +842 New
HPC
286
HM Payson & Co
Maine
$33K – – –
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$33K – – –
NFG
288
Next Financial Group
Texas
$32K -$850 -19 -3%
FCM
289
Firestone Capital Management
Florida
$32K – – –
First Manhattan
290
First Manhattan
New York
$32K – – –
FA
291
Financial Advantage
Maryland
$32K – – –
LWANC
292
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K – – –
TRCT
293
Tower Research Capital (TRC)
New York
$30K -$123K -2,798 -80%
CAGAS
294
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
NC
295
NewSquare Capital
Pennsylvania
$27K +$27K +598 New
MWP
296
Meridian Wealth Partners
Pennsylvania
$26K – – –
SWA
297
Sutton Wealth Advisors
Florida
$24.5K – – –
CA
298
Clearstead Advisors
Ohio
$23K – – –
GAM
299
Gemmer Asset Management
California
$23K – – –
PCG
300
Private Capital Group
Connecticut
$23K – – –
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