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Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $13.9B invested in Sun Life Financial in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
–
Holders Change %
0%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
117
Reduced
108
Closed
29
Calls
$85.2M
Puts
$66.4M
Net Calls
+$18.9M
Net Calls Change
-$32.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$667M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$879M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$384M
4
Fidelity International
4
Fidelity International
Bermuda
$809M
5
Man Group
5
Man Group
United Kingdom
$72.1M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$19.6M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$148M
3
Norges Bank
3
Norges Bank
Norway
$358M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.38M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$90K +$855 +17 +1%
NSIM
277
North Star Investment Management
Illinois
$85K – – –
AF
278
Allworth Financial
California
$82K – – –
DSC
279
Duncker Streett & Co
Missouri
$82K – – –
JMF
280
Johnson Midwest Financial
Iowa
$74K – – –
CFB
281
Cullen/Frost Bankers
Texas
$74K +$1.01K +20 +1%
FMP
282
Financial Management Professionals
Texas
$70K +$3.65K +72 +6%
LWA
283
Lowe Wealth Advisors
Maryland
$66K +$102 +2 +0.2%
ONST
284
Old North State Trust
North Carolina
$57K – – –
SWM
285
Spire Wealth Management
Virginia
$57K +$57K +1,136 New
SFS
286
Sowell Financial Services
Arkansas
$56K +$766 +14 +1%
CL
287
COWA LLC
Oklahoma
$54K – – –
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$53K – – –
FPS
289
Fieldpoint Private Securities
Connecticut
$49K +$49K +975 New
MA
290
MCF Advisors
Kentucky
$45K – – –
FFA
291
Freedman Financial Associates
Massachusetts
$43K – – –
EFSCE
292
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$3.12K +61 +8%
HPC
293
HM Payson & Co
Maine
$38K – – –
FA
294
Financial Advantage
Maryland
$37K – – –
FCM
295
Firestone Capital Management
Florida
$37K – – –
NFG
296
Next Financial Group
Texas
$37K +$510 +10 +1%
First Manhattan
297
First Manhattan
New York
$36K – – –
LWANC
298
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K – – –
MWP
299
Meridian Wealth Partners
Pennsylvania
$34K +$4.64K +91 +16%
NC
300
NewSquare Capital
Pennsylvania
$30K – – –
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12
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