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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 %
SP
176
Symmetry Partners
Connecticut
$500K – – –
BAMF
177
BI Asset Management Fondsmaeglerselskab
Denmark
$499K – – –
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$491K +$120K +2,338 +32%
GT
179
Glenmede Trust
Pennsylvania
$479K -$83.5K -1,622 -15%
RE
180
RBC Europe
United Kingdom
$478K -$8.2K -159 -2%
PP
181
Paloma Partners
Connecticut
$477K -$82.5K -1,600 -15%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$452K -$152K -2,949 -25%
CI
183
Cigna Investments
Connecticut
$449K -$9.96K -193 -2%
Luther King Capital Management (LKCM)
184
Luther King Capital Management (LKCM)
Texas
$448K +$448K +8,698 New
EAM
185
Erste Asset Management
Austria
$439K -$1.39M -26,900 -76%
EI
186
Ethic Inc
New York
$430K -$22.4K -435 -5%
DTC
187
Davidson Trust Company
Washington
$428K – – –
FMN
188
Financial Management Network
California
$414K +$414K +17,890 New
Two Sigma Advisers
189
Two Sigma Advisers
New York
$404K -$5.62M -109,000 -93%
ONB
190
Old National Bancorp
Indiana
$403K -$42.6K -827 -10%
FNT
191
First National Trust
Pennsylvania
$399K – – –
Creative Planning
192
Creative Planning
Kansas
$385K -$216K -4,188 -36%
Ameriprise
193
Ameriprise
Minnesota
$365K -$19.5K -379 -5%
UC
194
Unio Capital
New Jersey
$363K -$75.8K -1,470 -17%
BCV
195
Banque Cantonale Vaudoise
Switzerland
$362K +$264K +5,100 +268%
WF
196
Welch & Forbes
Massachusetts
$360K – – –
DZ Bank
197
DZ Bank
Germany
$345K – – –
PCM
198
Parsons Capital Management
Rhode Island
$344K – – –
FCI
199
Financial Counselors Inc
Kansas
$340K -$6.18K -120 -2%
EVM
200
Eaton Vance Management
Massachusetts
$332K +$83K +1,609 +33%
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