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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 %
MAM
276
Meeder Asset Management
Ohio
$33K +$33K +640 New
NC
277
NewSquare Capital
Pennsylvania
$31K – – –
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$31K – – –
SWA
279
Sutton Wealth Advisors
Florida
$28.5K – – –
SIM
280
Sonora Investment Management
Arizona
$28K +$1.83K +35 +7%
GAM
281
Gemmer Asset Management
California
$27K – – –
SA
282
SRH Advisors
Kansas
$26K – – –
CA
283
Clearstead Advisors
Ohio
$26K +$102 +2 +0.4%
AWM
284
Atticus Wealth Management
Florida
$25K – – –
CCM
285
Covington Capital Management
California
$24K – – –
ADL
286
Asset Dedication LLC
California
$24K +$24K +462 New
ACA
287
Atlas Capital Advisors
Wyoming
$23.5K – – –
PWA
288
Phoenix Wealth Advisors
North Carolina
$22K – – –
RFA
289
Reilly Financial Advisors
California
$22K – – –
BDWM
290
Brewin Dolphin Wealth Management
Ireland
$20.7K – – –
TFM
291
TFC Financial Management
Massachusetts
$20K – – –
Jones Financial Companies
292
Jones Financial Companies
Missouri
$20K +$20K +395 New
GRP
293
Global Retirement Partners
California
$19K – – –
GWS
294
Glassman Wealth Services
Virginia
$19K +$203 +4 +1%
MGIM
295
M&G Investment Management
United Kingdom
$16.5K +$33 +634 +0.2%
DOA
296
D'Orazio & Associates
Virginia
$16K – – –
ETC
297
Exchange Traded Concepts
Oklahoma
$16K +$16K +303 New
PC
298
PhiloSmith Capital
Connecticut
$15K +$15K +300 New
YAL
299
Your Advocates Ltd
Texas
$14K – – –
PMFA
300
Plante Moran Financial Advisors
Michigan
$13K – – –
10 11
12
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