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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 %
Marshall Wace
176
Marshall Wace
United Kingdom
$591K +$591K +10,600 New
CAN
177
Cetera Advisor Networks
California
$589K +$445 +8 +0.1%
KAS
178
Kestra Advisory Services
Texas
$587K -$13.4K -241 -2%
EWP
179
Engrave Wealth Partners
Texas
$586K – – –
PAG
180
Private Advisor Group
New Jersey
$578K -$288K -5,181 -33%
WC
181
Woodstock Corp
Massachusetts
$574K +$574K +10,304 New
TC
182
Tacita Capital
Ontario, Canada
$562K -$18.1K -325 -3%
YIH
183
Y-Intercept (HK)
Hong Kong
$557K +$557K +10,013 New
BAMF
184
BI Asset Management Fondsmaeglerselskab
Denmark
$539K – – –
GT
185
Glenmede Trust
Pennsylvania
$539K – – –
VIA
186
Vident Investment Advisory
Georgia
$537K +$390 +7 +0.1%
SP
187
Symmetry Partners
Connecticut
$536K – – –
Luther King Capital Management (LKCM)
188
Luther King Capital Management (LKCM)
Texas
$533K -$50.7K -910 -9%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$523K -$54.4K -978 -9%
YCM
190
Yousif Capital Management
Michigan
$505K +$505K +9,067 New
VPIM
191
Vanguard Personalized Indexing Management
California
$500K +$96.4K +1,729 +24%
AAM
192
Advisors Asset Management
Colorado
$490K +$184K +3,304 +60%
CI
193
Cigna Investments
Connecticut
$485K – – –
CAPTRUST Financial Advisors
194
CAPTRUST Financial Advisors
North Carolina
$475K +$68.3K +1,227 +17%
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$471K +$7.02K +126 +2%
DTC
196
Davidson Trust Company
Washington
$462K – – –
KJHP
197
K.J. Harrison & Partners
Ontario, Canada
$438K – – –
FNT
198
First National Trust
Pennsylvania
$431K – – –
Creative Planning
199
Creative Planning
Kansas
$420K -$24.5K -440 -6%
Vontobel Holding
200
Vontobel Holding
Switzerland
$418K +$418K +7,507 New
6 7
8
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