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Sun Life Financial
SLF

Overview Fund Activity

308 hedge funds and large institutions have $11.1B invested in Sun Life Financial in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+9
Holders Change %
+3.01%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
35
Increased
91
Reduced
111
Closed
24
Calls
$65M
Puts
$6.52M
Net Calls
+$58.5M
Net Calls Change
+$2.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$485M
2
Norges Bank
Norges Bank
Norway
$335M
3
CS
Credit Suisse
Switzerland
$77.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$618M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$196M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$567M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$10.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.04M
5
Morgan Stanley
Morgan Stanley
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$667K +$774 +19 +0.1%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$636K -$30.9K -757 -5%
EWP
153
Engrave Wealth Partners
Texas
$627K +$142K +3,407 +29%
MAP
154
Moody Aldrich Partners
Massachusetts
$626K +$626K +15,400 New
QP
155
Quilter Plc
United Kingdom
$625K – – –
H
156
Hexavest
Quebec, Canada
$599K -$4.76M -117,217 -89%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$590K – – –
William Blair & Company
158
William Blair & Company
Illinois
$584K -$2.12K -52 -0.4%
Creative Planning
159
Creative Planning
Kansas
$584K +$207K +5,096 +55%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$526K +$34.6K +849 +7%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$485K +$142K +3,478 +41%
CAM
162
Claret Asset Management
Quebec, Canada
$464K -$4.08K -100 -0.9%
X
163
Xponance
Pennsylvania
$461K +$461K +11,353 New
AWM
164
AE Wealth Management
Kansas
$453K +$2.12K +52 +0.5%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$451K -$12.9K -316 -3%
HighTower Advisors
166
HighTower Advisors
Illinois
$449K -$24.1K -596 -5%
BBVA
167
Banco Bilbao Vizcaya Argentaria
Spain
$442K – – –
S
168
SignatureFD
Georgia
$431K +$9.37K +230 +2%
UC
169
Unio Capital
New Jersey
$428K +$31.5K +765 +8%
LPL Financial
170
LPL Financial
California
$423K -$54.1K -1,328 -11%
RE
171
RBC Europe
United Kingdom
$418K -$16.3K -400 -4%
MC
172
Maverick Capital
Texas
$406K +$406K +9,972 New
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$405K +$71.7K +1,762 +22%
CAN
174
Cetera Advisor Networks
California
$393K – – –
BAMF
175
BI Asset Management Fondsmaeglerselskab
Denmark
$393K – – –
5 6
7
8 9