We are live on ! Find out more
SLF icon

Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% 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
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$844K -$15K -284 -2%
WT
152
Washington Trust
Rhode Island
$817K -$8.45K -160 -1%
EWP
153
Engrave Wealth Partners
Texas
$774K
VanEck Associates
154
VanEck Associates
New York
$767K +$98.6K +1,866 +14%
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$747K -$7.18K -136 -0.9%
William Blair & Company
156
William Blair & Company
Illinois
$736K -$14.2K -269 -2%
QP
157
Quilter Plc
United Kingdom
$727K -$47K -890 -6%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$717K -$686K -12,992 -48%
SW
159
SVB Wealth
Massachusetts
$704K +$39.4K +745 +6%
Cambridge Investment Research Advisors
160
Cambridge Investment Research Advisors
Iowa
$698K +$66K +1,249 +10%
OTPPB
161
Ontario Teachers' Pension Plan Board
Ontario, Canada
$679K -$968K -18,324 -58%
S
162
SignatureFD
Georgia
$664K +$42.1K +797 +7%
BCI
163
Brinker Capital Investments
Pennsylvania
$652K +$668K +12,655 New
AAS
164
Avantax Advisory Services
Texas
$639K +$11.2K +212 +2%
AWM
165
AE Wealth Management
Kansas
$620K -$5.02K -95 -0.8%
LPL Financial
166
LPL Financial
California
$605K -$2.64K -50 -0.4%
RWM
167
Ritholtz Wealth Management
New York
$576K +$75.6K +1,432 +15%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$562K -$9.88K -187 -2%
CAM
169
Claret Asset Management
Quebec, Canada
$562K +$18.5K +351 +3%
PAG
170
Private Advisor Group
New Jersey
$553K +$528 +10 +0.1%
KAS
171
Kestra Advisory Services
Texas
$549K +$156K +2,951 +38%
TC
172
Tacita Capital
Ontario, Canada
$537K -$35.9K -680 -6%
CAN
173
Cetera Advisor Networks
California
$537K +$56.2K +1,063 +11%
CP
174
Cumberland Partners
Ontario, Canada
$521K -$595K -11,269 -53%
PAM
175
Premier Asset Management
Illinois
$510K +$27.6K +523 +6%