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 %
WT
151
Washington Trust
Rhode Island
$817K -$8.25K -160 -1%
EWP
152
Engrave Wealth Partners
Texas
$774K – – –
VanEck Associates
153
VanEck Associates
New York
$767K +$96.2K +1,866 +14%
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$747K -$7.02K -136 -0.9%
William Blair & Company
155
William Blair & Company
Illinois
$736K -$13.9K -269 -2%
QP
156
Quilter Plc
United Kingdom
$727K -$45.9K -890 -6%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$717K -$669K -12,992 -48%
SW
158
SVB Wealth
Massachusetts
$704K +$38.4K +745 +6%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$698K +$64.4K +1,249 +10%
OTPPB
160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$679K -$945K -18,324 -58%
S
161
SignatureFD
Georgia
$664K +$41.1K +797 +7%
BCI
162
Brinker Capital Investments
Pennsylvania
$652K +$652K +12,655 New
AAS
163
Avantax Advisory Services
Texas
$639K +$10.9K +212 +2%
AWM
164
AE Wealth Management
Kansas
$620K -$4.9K -95 -0.8%
LPL Financial
165
LPL Financial
California
$605K -$2.58K -50 -0.4%
RWM
166
Ritholtz Wealth Management
New York
$576K +$73.8K +1,432 +15%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$562K -$9.65K -187 -2%
CAM
168
Claret Asset Management
Quebec, Canada
$562K +$18.1K +351 +3%
PAG
169
Private Advisor Group
New Jersey
$553K +$515 +10 +0.1%
KAS
170
Kestra Advisory Services
Texas
$549K +$152K +2,951 +38%
TC
171
Tacita Capital
Ontario, Canada
$537K -$35K -680 -6%
CAN
172
Cetera Advisor Networks
California
$537K +$54.7K +1,063 +11%
CP
173
Cumberland Partners
Ontario, Canada
$521K -$580K -11,269 -53%
PAM
174
Premier Asset Management
Illinois
$510K +$26.9K +523 +6%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$508K +$52 +1 +0%
5 6
7
8 9