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Sun Life Financial
SLF

Overview Fund Activity

299 hedge funds and large institutions have $9.84B invested in Sun Life Financial in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-5
Holders Change %
-1.64%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
112
Reduced
87
Closed
29
Calls
$60.5M
Puts
$4.16M
Net Calls
+$56.3M
Net Calls Change
-$22.2M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.75B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$327M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$71.9M
4
Fidelity International
4
Fidelity International
Bermuda
$555M
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$44.4M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$94.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$21.4M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$41.6M
4
National Pension Service
4
National Pension Service
South Korea
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
176
Regions Financial Corp
Alabama
$311K – – –
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$310K +$2.24K +61 +0.7%
DZ Bank
178
DZ Bank
Germany
$307K – – –
DIM
179
DC Investments Management
Virginia
$305K -$111K -3,027 -27%
DTC
180
Davidson Trust Company
Washington
$305K – – –
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$301K -$5.15K -140 -2%
WF
182
Welch & Forbes
Massachusetts
$300K – – –
KJHP
183
K.J. Harrison & Partners
Ontario, Canada
$295K +$295K +8,040 New
FWIA
184
Fort Washington Investment Advisors
Ohio
$291K – – –
ONB
185
Old National Bancorp
Indiana
$289K -$515 -14 -0.2%
N
186
Natixis
France
$287K -$10.7K -292 -4%
PAG
187
Private Advisor Group
New Jersey
$287K +$287K +7,803 New
FNT
188
First National Trust
Pennsylvania
$284K – – –
Capital International Investors
189
Capital International Investors
California
$283K – – –
FCI
190
Financial Counselors Inc
Kansas
$280K +$18.2K +495 +7%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$280K +$34.6K +942 +14%
WA
192
Wambolt & Associates
Colorado
$273K +$1.14K +31 +0.4%
SW
193
SVB Wealth
Massachusetts
$254K +$254K +6,902 New
PCM
194
Parsons Capital Management
Rhode Island
$245K -$3.68K -100 -1%
Ameriprise
195
Ameriprise
Minnesota
$240K -$29.1K -791 -11%
HCM
196
Heathbridge Capital Management
Ontario, Canada
$234K – – –
CAM
197
Cozad Asset Management
Illinois
$230K -$10.2K -277 -4%
FA
198
FDx Advisors
Illinois
$229K +$229K +6,244 New
SCM
199
Stonebridge Capital Management
California
$226K – – –
PA
200
Pinnacle Associates
New York
$226K +$226K +6,153 New
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