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Sun Life Financial
SLF

Overview Fund Activity

353 hedge funds and large institutions have $15.4B invested in Sun Life Financial in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+30
Holders Change %
+9.29%
% of All Funds
5.45%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
56
Increased
112
Reduced
97
Closed
23
Calls
$205M
Puts
$461M
Net Calls
-$256M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.84B
2
Fidelity International
2
Fidelity International
Bermuda
$987M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$83.8M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$35.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$56.7M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$787M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$517M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$857M
4
Norges Bank
4
Norges Bank
Norway
$297M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
276
Capital Advisors Ltd
Ohio
$106K – – –
RK
277
Rather & Kittrell
Tennessee
$106K +$106K +1,906 New
PCTC
278
Perkins Coie Trust Company
Washington
$104K – – –
Twin Tree Management
279
Twin Tree Management
Texas
$103K -$765K -13,731 -88%
WT
280
Whittier Trust
California
$92K -$63.4K -1,140 -41%
CFB
281
Cullen/Frost Bankers
Texas
$84K +$560 +10 +0.7%
JMF
282
Johnson Midwest Financial
Iowa
$83K – – –
FMP
283
Financial Management Professionals
Texas
$82K +$2.29K +41 +3%
SPIA
284
Steward Partners Investment Advisory
New York
$78K – – –
LWA
285
Lowe Wealth Advisors
Maryland
$73K +$56 +1 +0.1%
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$69K +$5.05K +91 +8%
AF
287
Allworth Financial
California
$67K -$23.4K -421 -26%
ONST
288
Old North State Trust
North Carolina
$63K – – –
SWM
289
Spire Wealth Management
Virginia
$63K – – –
NFG
290
Next Financial Group
Texas
$62K +$22.3K +401 +56%
KTC
291
Kistler-Tiffany Companies
Pennsylvania
$58K – – –
VCM
292
Vigilant Capital Management
Maine
$57K +$57K +1,025 New
DHGWA
293
Dixon Hughes Goodman Wealth Advisors
North Carolina
$55K +$55K +993 New
FPS
294
Fieldpoint Private Securities
Connecticut
$54K -$6.83K -123 -11%
PP
295
Pacifica Partners
Canada
$48K +$33.5K +597 +231%
FFA
296
Freedman Financial Associates
Massachusetts
$47K – – –
DSC
297
Duncker Streett & Co
Missouri
$45K – – –
ADL
298
Asset Dedication LLC
California
$44K – – –
WTA
299
Washington Trust Advisors
Massachusetts
$43K +$43K +775 New
HPC
300
HM Payson & Co
Maine
$41K – – –
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12
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