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Sun Life Financial
SLF

Overview Fund Activity

304 hedge funds and large institutions have $8.41B invested in Sun Life Financial in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
104
Reduced
92
Closed
52
Calls
$82.5M
Puts
$3.99M
Net Calls
+$78.5M
Net Calls Change
+$26.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$182M
2
Citadel Advisors
Citadel Advisors
Florida
$60.4M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$159M
4
Vanguard Group
Vanguard Group
Pennsylvania
$590M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.31B

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$446M
2
LBA
Letko, Brosseau & Associates
Quebec, Canada
$156M
3
Norges Bank
Norges Bank
Norway
$179M
4
Franklin Resources
Franklin Resources
California
$45.9M
5
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$21.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
201
Gotham Asset Management
New York
$214K +$214K +6,673 New
CAM
202
Cozad Asset Management
Illinois
$210K -$4.95K -154 -2%
AWM
203
AE Wealth Management
Kansas
$206K +$7.89K +246 +4%
CAG
204
Csenge Advisory Group
Florida
$206K +$206K +6,423 New
HCM
205
Heathbridge Capital Management
Ontario, Canada
$205K – – –
CC
206
Cipher Capital
New York
$204K +$204K +6,353 New
SSA
207
Schonfeld Strategic Advisors
New York
$202K +$202K +6,300 New
SCM
208
Stonebridge Capital Management
California
$201K – – –
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K -$32.2K -1,000 -14%
WT
210
Washington Trust
Rhode Island
$193K +$193K +6,019 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
ASN
212
Advisory Services Network
Georgia
$182K +$1.41K +44 +0.8%
ST
213
Smithfield Trust
Pennsylvania
$173K – – –
AAM
214
Advisors Asset Management
Colorado
$173K +$17K +530 +11%
TL
215
TrueWealth LLC
Georgia
$162K – – –
FBT
216
First Bank & Trust
South Dakota
$155K – – –
GWM
217
Geneos Wealth Management
Colorado
$146K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$138K -$15.2K -498 -10%
CHC
219
City Holding Co
West Virginia
$128K – – –
LC
220
Lindbrook Capital
California
$109K +$65.2K +2,032 +149%
SIC
221
Salem Investment Counselors
North Carolina
$96K – – –
FHA
222
First Horizon Advisors
Tennessee
$96K – – –
VanEck Associates
223
VanEck Associates
New York
$96K +$15K +467 +19%
IBOK
224
Independence Bank of Kentucky
Kentucky
$91K – – –
Bessemer Group
225
Bessemer Group
New Jersey
$90K -$1.6K -50 -2%
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9
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