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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 %
NB
201
Northwest Bancshares
Pennsylvania
$224K +$224K +6,083 New
ASN
202
Advisory Services Network
Georgia
$221K +$13.3K +363 +6%
AAS
203
Avantax Advisory Services
Texas
$218K +$218K +5,933 New
WT
204
Washington Trust
Rhode Island
$214K – – –
Stifel Financial
205
Stifel Financial
Missouri
$214K +$214K +5,821 New
CAG
206
Csenge Advisory Group
Florida
$211K -$25.4K -691 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
207
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$208K +$208K +5,663 New
D.E. Shaw & Co
208
D.E. Shaw & Co
New York
$207K -$1.02M -27,700 -83%
RWM
209
Ritholtz Wealth Management
New York
$205K +$205K +5,566 New
ATC
210
Argent Trust Co
Tennessee
$203K +$203K +5,533 New
LWCFA
211
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$202K -$18.4K -500 -8%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$200K +$37.3K +1,038 +23%
ST
213
Smithfield Trust
Pennsylvania
$198K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
TL
215
TrueWealth LLC
Georgia
$186K – – –
FBT
216
First Bank & Trust
South Dakota
$177K – – –
GWM
217
Geneos Wealth Management
Colorado
$170K – – –
AAM
218
Advisors Asset Management
Colorado
$152K -$46.8K -1,272 -24%
CHC
219
City Holding Co
West Virginia
$147K – – –
LC
220
Lindbrook Capital
California
$134K +$9.22K +251 +7%
FHA
221
First Horizon Advisors
Tennessee
$110K – – –
SIC
222
Salem Investment Counselors
North Carolina
$110K – – –
Bessemer Group
223
Bessemer Group
New Jersey
$108K +$4.42K +120 +4%
PA
224
Parallel Advisors
California
$108K +$68.5K +1,875 +174%
IBOK
225
Independence Bank of Kentucky
Kentucky
$105K – – –
7 8
9
10 11