SLF icon

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 %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$30K – – –
SWA
302
Sutton Wealth Advisors
Florida
$27.9K – – –
CA
303
Clearstead Advisors
Ohio
$26K – – –
GAM
304
Gemmer Asset Management
California
$26K – – –
PCG
305
Private Capital Group
Connecticut
$26K – – –
SA
306
SRH Advisors
Kansas
$25K – – –
AWM
307
Atticus Wealth Management
Florida
$25K – – –
SIM
308
Sonora Investment Management
Arizona
$25K +$25K +500 New
TCWM
309
Total Clarity Wealth Management
Illinois
$25K +$25K +500 New
ACA
310
Atlas Capital Advisors
Wyoming
$23K – – –
CCM
311
Covington Capital Management
California
$23K – – –
RFA
312
Reilly Financial Advisors
California
$22K – – –
PWA
313
Phoenix Wealth Advisors
North Carolina
$22K – – –
GSAM
314
Grant Street Asset Management
Pennsylvania
$21K – – –
HI
315
Human Investing
Oregon
$21K – – –
BDWM
316
Brewin Dolphin Wealth Management
Ireland
$20.3K -$32.3K -638 -61%
TFM
317
TFC Financial Management
Massachusetts
$20K – – –
GRP
318
Global Retirement Partners
California
$19K +$51 +1 +0.3%
GWS
319
Glassman Wealth Services
Virginia
$19K +$1.39K +27 +8%
MGIM
320
M&G Investment Management
United Kingdom
$16.3K -$252 -4,950 -2%
DOA
321
D'Orazio & Associates
Virginia
$16K – – –
YAL
322
Your Advocates Ltd
Texas
$14K – – –
PMFA
323
Plante Moran Financial Advisors
Michigan
$13K -$863 -17 -6%
PP
324
Pacifica Partners
Canada
$13K – – –
TFS
325
TrustCore Financial Services
Tennessee
$12K – – –
11 12
13
14 15