SLF icon

Sun Life Financial
SLF

Overview Fund Activity

323 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-23
Holders Change %
-6.65%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.16M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$999M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$797M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$91.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$965M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48B

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$757M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$97.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$600M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Dorchester Wealth Management
Quebec, Canada
$1.7M -$92.8K -1,800 -5%
SGA
127
Strategic Global Advisors
California
$1.67M +$9.64K +187 +0.6%
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$1.43M +$165K +3,197 +13%
VRS
129
Virginia Retirement Systems
Virginia
$1.38M -$3.44M -66,700 -71%
Ensign Peak Advisors
130
Ensign Peak Advisors
Utah
$1.35M +$35.2K +700 +3%
US Bancorp
131
US Bancorp
Minnesota
$1.3M -$1.49K -29 -0.1%
M&T Bank
132
M&T Bank
New York
$1.29M – – –
QT
133
Quantbot Technologies
New York
$1.24M -$315K -6,104 -20%
LNWWM
134
Laird Norton Wetherby Wealth Management
California
$1.14M +$18.9K +366 +2%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$1.13M -$206K -3,983 -15%
BC
136
Burney Company
Virginia
$1.12M -$19.6K -380 -2%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$1.11M +$67.2K +1,303 +6%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$1.1M +$87K +1,689 +9%
CS
139
Candriam SCA
Luxembourg
$1.06M -$11.5M -223,669 -92%
SEI Investments
140
SEI Investments
Pennsylvania
$1.06M -$57.3K -1,112 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.03M -$12.6M -245,100 -92%
American Century Companies
142
American Century Companies
Missouri
$1.02M +$231K +4,478 +29%
RAM
143
Rempart Asset Management
Canada
$995K +$995K +19,312 New
Osaic Holdings
144
Osaic Holdings
Arizona
$970K -$379K -7,370 -28%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$962K +$196K +3,810 +26%
HSA
146
HBK Sorce Advisory
Pennsylvania
$928K – – –
Capital World Investors
147
Capital World Investors
California
$926K +$91.3K +1,771 +11%
Fayez Sarofim & Co
148
Fayez Sarofim & Co
Texas
$891K +$891K +17,294 New
WA
149
Wambolt & Associates
Colorado
$867K +$194K +3,739 +29%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$844K -$14.7K -284 -2%
4 5
6
7 8