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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 %
CAM
176
Claret Asset Management
Quebec, Canada
$616K +$223 +4 +0%
AAS
177
Avantax Advisory Services
Texas
$614K -$125K -2,241 -17%
CAN
178
Cetera Advisor Networks
California
$605K +$14K +250 +2%
CI
179
Cigna Investments
Connecticut
$602K +$116K +2,078 +24%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$596K +$336 +6 +0.1%
EWP
181
Engrave Wealth Partners
Texas
$587K – – –
PAG
182
Private Advisor Group
New Jersey
$585K +$4.64K +83 +0.8%
RWM
183
Ritholtz Wealth Management
New York
$575K -$73.1K -1,310 -11%
KAS
184
Kestra Advisory Services
Texas
$573K -$15.1K -271 -3%
Luther King Capital Management (LKCM)
185
Luther King Capital Management (LKCM)
Texas
$565K +$30.9K +554 +6%
WC
186
Woodstock Corp
Massachusetts
$558K -$16.8K -302 -3%
SP
187
Symmetry Partners
Connecticut
$541K – – –
AIM
188
Aigen Investment Management
New York
$541K +$235K +4,220 +77%
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$528K +$51K +912 +11%
BPC
190
Banque Pictet & Cie
Switzerland
$517K -$104K -1,866 -17%
GT
191
Glenmede Trust
Pennsylvania
$516K -$23K -413 -4%
Fayez Sarofim & Co
192
Fayez Sarofim & Co
Texas
$509K -$620K -11,129 -55%
YCM
193
Yousif Capital Management
Michigan
$506K – – –
VOYA Investment Management
194
VOYA Investment Management
Georgia
$485K -$415K -7,414 -46%
VPIM
195
Vanguard Personalized Indexing Management
California
$480K -$20.6K -369 -4%
OTPPB
196
Ontario Teachers' Pension Plan Board
Ontario, Canada
$463K -$683K -12,235 -60%
Creative Planning
197
Creative Planning
Kansas
$447K +$25.8K +463 +6%
ASN
198
Advisory Services Network
Georgia
$443K +$114K +2,047 +35%
SEC
199
Seven Eight Capital
New York
$443K +$200K +3,585 +82%
FNT
200
First National Trust
Pennsylvania
$432K – – –
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