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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
+$78.4M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$57.8M
3
Two Sigma Investments
Two Sigma Investments
New York
+$30.2M
4
AII
AGF Investments Inc
Ontario, Canada
+$25.6M
5
IIM
Intact Investment Management
Quebec, Canada
+$24.2M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$96.3M
2
Fidelity International
Fidelity International
Bermuda
-$54.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.1M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.3M
5
CS
Credit Suisse
Switzerland
-$40.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
326
Harbor Investment Advisory
Maryland
$7K -$6.91K -149 -50%
AA
327
Ancora Advisors
Ohio
$7K – – –
OC
328
Oakworth Capital
Alabama
$6K – – –
AWM
329
Avior Wealth Management
Nebraska
$6K – – –
AssetMark Inc
330
AssetMark Inc
California
$4K -$15K -359 -79%
EW
331
Evoke Wealth
California
$4K – – –
BAM
332
Bellevue Asset Management
Washington
$4K – – –
OIM
333
Oder Investment Management
California
$4K +$4K +102 New
BNP Paribas Financial Markets
334
BNP Paribas Financial Markets
France
$3.87K -$3.16K -71 -45%
GEA
335
Glen Eagle Advisors
New Jersey
$3.74K +$1.82K +41 +95%
EARNEST Partners
336
EARNEST Partners
Georgia
$3K – – –
LWA
337
Lenox Wealth Advisors
New York
$3K – – –
RPWA
338
Regent Peak Wealth Advisors
Georgia
$3K +$3K +64 New
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +65 New
EA
340
Elm Advisors
California
$3K +$3K +73 New
ABC
341
Associated Banc-Corp
Wisconsin
$2K – – –
BCWM
342
Bartlett & Co Wealth Management
Ohio
$1.29K +$1.29K +29 New
BC
343
Bartlett & Co
Ohio
$1K +$1K +29 New
WIM
344
Westside Investment Management
California
$15 – – –
NWM
345
Nicola Wealth Management
British Columbia, Canada
– -$5.97M -146,600 Closed
Capital Fund Management (CFM)
346
Capital Fund Management (CFM)
France
– -$1.05M -25,793 Closed
H
347
Hexavest
Quebec, Canada
– -$599K -14,753 Closed
Stifel Financial
348
Stifel Financial
Missouri
– -$235K -5,758 Closed
LOAME
349
Lombard Odier Asset Management (Europe)
United Kingdom
– -$304K -5,601 Closed
SS
350
Simplicity Solutions
Minnesota
– -$208K -5,111 Closed
11 12 13
14
15