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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 %
FA
301
Financial Advantage
Maryland
$40K – – –
First Manhattan
302
First Manhattan
New York
$40K – – –
LWANC
303
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
GWS
304
Glassman Wealth Services
Virginia
$33K +$9.08K +165 +38%
CTC
305
Central Trust Company
Missouri
$33K +$33K +596 New
SWA
306
Sutton Wealth Advisors
Florida
$30.7K – – –
GAM
307
Gemmer Asset Management
California
$29K – – –
NSIM
308
North Star Investment Management
Illinois
$28K -$28K -500 -50%
TCWM
309
Total Clarity Wealth Management
Illinois
$28K – – –
CA
310
Clearstead Advisors
Ohio
$28K – – –
SA
311
SRH Advisors
Kansas
$28K – – –
MAM
312
Meeder Asset Management
Ohio
$27K -$8.05K -147 -23%
AWM
313
Atticus Wealth Management
Florida
$27K – – –
CCM
314
Covington Capital Management
California
$26K – – –
PCMC
315
Paragon Capital Management (Colorado)
Colorado
$26K +$26K +475 New
CA
316
CoreCap Advisors
Michigan
$25K +$25K +452 New
RFA
317
Reilly Financial Advisors
California
$24K – – –
ACM
318
Antonetti Capital Management
Florida
$23K +$23K +404 New
TFM
319
TFC Financial Management
Massachusetts
$22K – – –
BDWM
320
Brewin Dolphin Wealth Management
Ireland
$22K – – –
Jones Financial Companies
321
Jones Financial Companies
Missouri
$22K – – –
A
322
AustralianSuper
Australia
$19.6K -$883 -15,776 -4%
PC
323
PhiloSmith Capital
Connecticut
$16.7K – – –
ETC
324
Exchange Traded Concepts
Oklahoma
$16K -$57 -1 -0.4%
MGIM
325
M&G Investment Management
United Kingdom
$15K +$2 +39 +0%
11 12
13
14 15