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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 %
Osaic Holdings
151
Osaic Holdings
Arizona
$999K -$381K -6,842 -28%
Comerica Bank
152
Comerica Bank
Texas
$998K -$38.3K -691 -4%
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$967K +$101K +1,822 +12%
TCBWMS
154
Texas Capital Bank Wealth Management Services
Texas
$946K +$946K +16,976 New
CP
155
Cumberland Partners
Ontario, Canada
$937K +$373K +6,700 +66%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$897K +$21K +376 +2%
WT
157
Washington Trust
Rhode Island
$872K -$9.47K -170 -1%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$870K +$105K +1,884 +14%
Ameriprise
159
Ameriprise
Minnesota
$864K +$538K +10,471 +165%
Citadel Advisors
160
Citadel Advisors
Florida
$840K +$840K +15,091 New
QT
161
Quantbot Technologies
New York
$794K +$697K +12,525 +722%
AWM
162
AE Wealth Management
Kansas
$781K +$46.7K +838 +6%
VanEck Associates
163
VanEck Associates
New York
$779K -$227K -4,072 -23%
S
164
SignatureFD
Georgia
$765K +$20.4K +366 +3%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$751K -$203K -3,641 -21%
AAS
166
Avantax Advisory Services
Texas
$735K +$2.06K +37 +0.3%
QP
167
Quilter Plc
United Kingdom
$720K -$63.4K -1,138 -8%
Natixis Advisors
168
Natixis Advisors
Massachusetts
$717K +$717K +12,868 New
BCI
169
Brinker Capital Investments
Pennsylvania
$714K +$9.63K +173 +1%
William Blair & Company
170
William Blair & Company
Illinois
$685K -$108K -1,940 -14%
SSA
171
Schonfeld Strategic Advisors
New York
$668K +$668K +12,000 New
RWM
172
Ritholtz Wealth Management
New York
$647K -$77.6K -1,392 -11%
BPC
173
Banque Pictet & Cie
Switzerland
$620K +$620K +11,119 New
CAM
174
Claret Asset Management
Quebec, Canada
$614K -$21.7K -390 -3%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$594K +$167 +3 +0%
5 6
7
8 9