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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 %
SA
301
SRH Advisors
Kansas
$22K – – –
AWM
302
Atticus Wealth Management
Florida
$22K – – –
ACA
303
Atlas Capital Advisors
Wyoming
$20.2K +$20.2K +455 New
CCM
304
Covington Capital Management
California
$20K – – –
RFA
305
Reilly Financial Advisors
California
$19K – – –
HI
306
Human Investing
Oregon
$19K – – –
PWA
307
Phoenix Wealth Advisors
North Carolina
$19K +$19K +438 New
GSAM
308
Grant Street Asset Management
Pennsylvania
$18K +$18K +415 New
TFM
309
TFC Financial Management
Massachusetts
$17K – – –
GRP
310
Global Retirement Partners
California
$16K -$3.71K -86 -19%
GWS
311
Glassman Wealth Services
Virginia
$15K +$7.7K +176 +105%
MGIM
312
M&G Investment Management
United Kingdom
$14.5K +$1.63K +36,460 +13%
DOA
313
D'Orazio & Associates
Virginia
$14K – – –
PC
314
PhiloSmith Capital
Connecticut
$13K – – –
PMFA
315
Plante Moran Financial Advisors
Michigan
$12K -$44.2K -1,005 -79%
YAL
316
Your Advocates Ltd
Texas
$12K – – –
PP
317
Pacifica Partners
Canada
$11K -$10.9K -255 -50%
CAAS
318
Capital Asset Advisory Services
Michigan
$11K +$11K +254 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
TFS
320
TrustCore Financial Services
Tennessee
$10K – – –
AF
321
Advisornet Financial
Minnesota
$9K – – –
TFIPS
322
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.88K +$8.88K +200 New
BWM
323
Baystate Wealth Management
Massachusetts
$8K +$47 +1 +0.6%
SIAG
324
Safeguard Investment Advisory Group
California
$8K +$8K +192 New
FF
325
FourThought Financial
Florida
$8K +$8K +200 New
11 12
13
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