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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 %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
TFIPS
327
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.1K – – –
FF
328
FourThought Financial
Florida
$10K – – –
AF
329
Advisornet Financial
Minnesota
$10K – – –
BWM
330
Baystate Wealth Management
Massachusetts
$9K – – –
AA
331
Ancora Advisors
Ohio
$7K – – –
OC
332
Oakworth Capital
Alabama
$7K – – –
AWM
333
Avior Wealth Management
Nebraska
$7K +$89 +2 +1%
BAM
334
Bellevue Asset Management
Washington
$5K – – –
EW
335
Evoke Wealth
California
$5K – – –
AWA
336
Arkadios Wealth Advisors
Georgia
$5K +$5K +111 New
GEA
337
Glen Eagle Advisors
New Jersey
$4.25K – – –
EARNEST Partners
338
EARNEST Partners
Georgia
$4K – – –
RMC
339
Resources Management Corp
Connecticut
$4K +$4K +89 New
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
WP
341
WealthShield Partners
North Carolina
$3K +$3K +64 New
BCWM
342
Bartlett & Co Wealth Management
Ohio
$1.47K – – –
Canada Pension Plan Investment Board
343
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$27.1M -270,761 -100%
BC
344
Bartlett & Co
Ohio
$1K – – –
WIM
345
Westside Investment Management
California
$17 – – –
D.E. Shaw & Co
346
D.E. Shaw & Co
New York
– -$13.9M -312,076 Closed
IMCOOI
347
Investment Management Corp of Ontario (IMCO)
Canada
– -$7.6M -170,971 Closed
EAM
348
Eagle Asset Management
Florida
– -$4.01M -90,220 Closed
Mitsubishi UFJ Trust & Banking
349
Mitsubishi UFJ Trust & Banking
Japan
– -$3.04M -68,411 Closed
JAM
350
Jupiter Asset Management
United Kingdom
– -$814K -18,359 Closed
11 12 13
14
15