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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 %
YAL
326
Your Advocates Ltd
Texas
$15K – – –
PMFA
327
Plante Moran Financial Advisors
Michigan
$14K – – –
AA
328
Addison Advisors
Vermont
$14K +$14K +243 New
SCA
329
Snowden Capital Advisors
New York
$14K +$14K +253 New
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
TFS
331
TrustCore Financial Services
Tennessee
$13K – – –
LWP
332
Laurel Wealth Planning
Minnesota
$13K – – –
AF
333
Advisornet Financial
Minnesota
$11K – – –
FAG
334
Fortitude Advisory Group
Washington
$10K +$10K +186 New
BBPWM
335
Blue Bell Private Wealth Management
Pennsylvania
$10K +$10K +187 New
ACA
336
Atlas Capital Advisors
Wyoming
$9.86K – – –
BWM
337
Baystate Wealth Management
Massachusetts
$9K – – –
AWM
338
Avior Wealth Management
Nebraska
$9K +$53 +1 +0.6%
AA
339
Ancora Advisors
Ohio
$8K – – –
OC
340
Oakworth Capital
Alabama
$8K – – –
Optiver Holding
341
Optiver Holding
Netherlands
$7K +$7K +121 New
EW
342
Evoke Wealth
California
$6K – – –
KFI
343
Key Financial Inc
Pennsylvania
$6K – – –
GEA
344
Glen Eagle Advisors
New Jersey
$4.68K +$4.68K +84 New
PFGIA
345
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
EARNEST Partners
346
EARNEST Partners
Georgia
$4K – – –
PPWM
347
PFG Private Wealth Management
Florida
$3K – – –
JWA
348
JFS Wealth Advisors
Pennsylvania
$2K +$2K +36 New
IA
349
IFP Advisors
Florida
$1K +$1K +8 New
UC
350
Unio Capital
New Jersey
$320 -$2 -34 -0.6%
11 12 13
14
15