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Sun Life Financial
SLF

Overview Fund Activity

353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
126
Reduced
102
Closed
30
Calls
$133M
Puts
$348M
Net Calls
-$215M
Net Calls Change
+$40.8M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$935M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$584M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
4
Norges Bank
Norges Bank
Norway
$332M
5
IIM
Intact Investment Management
Quebec, Canada
$38.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$834M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77B
4
CIBC World Market
CIBC World Market
Ontario, Canada
$376M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$719M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
151
Balyasny Asset Management
Illinois
$1.01M +$1.01M +18,141 New
HSA
152
HBK Sorce Advisory
Pennsylvania
$1.01M – – –
Comerica Bank
153
Comerica Bank
Texas
$984K – – –
TCBWMS
154
Texas Capital Bank Wealth Management Services
Texas
$948K – – –
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$942K -$27.4K -491 -3%
SSA
156
Schonfeld Strategic Advisors
New York
$916K +$246K +4,400 +37%
SEI Investments
157
SEI Investments
Pennsylvania
$911K -$159K -2,852 -15%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$891K +$137K +2,459 +18%
CS
159
Candriam SCA
Luxembourg
$864K -$162K -2,889 -16%
LOAME
160
Lombard Odier Asset Management (Europe)
United Kingdom
$861K +$861K +15,425 New
AWM
161
AE Wealth Management
Kansas
$836K +$52.4K +938 +7%
VanEck Associates
162
VanEck Associates
New York
$831K +$50.7K +908 +6%
WT
163
Washington Trust
Rhode Island
$821K -$52.9K -947 -6%
LPL Financial
164
LPL Financial
California
$808K -$390K -6,992 -33%
HighTower Advisors
165
HighTower Advisors
Illinois
$806K -$1.44M -25,822 -64%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$805K -$66.9K -1,198 -8%
QT
167
Quantbot Technologies
New York
$795K -$1.01K -18 -0.1%
S
168
SignatureFD
Georgia
$788K +$20.6K +368 +3%
Natixis Advisors
169
Natixis Advisors
Massachusetts
$786K +$67.4K +1,207 +9%
QP
170
Quilter Plc
United Kingdom
$719K -$2.79K -50 -0.4%
BCI
171
Brinker Capital Investments
Pennsylvania
$705K -$10.8K -194 -2%
William Blair & Company
172
William Blair & Company
Illinois
$705K +$18.5K +331 +3%
AAM
173
Advisors Asset Management
Colorado
$669K +$178K +3,188 +36%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$666K +$142K +2,539 +27%
VIA
175
Vident Investment Advisory
Georgia
$653K +$115K +2,066 +21%
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