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Sun Life Financial
SLF

Overview Fund Activity

308 hedge funds and large institutions have $11.1B invested in Sun Life Financial in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 111 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+9
Holders Change %
+3.01%
% of All Funds
6.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
35
Increased
91
Reduced
111
Closed
24
Calls
$65M
Puts
$6.52M
Net Calls
+$58.5M
Net Calls Change
+$2.2M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$485M
2
Norges Bank
Norges Bank
Norway
$335M
3
CS
Credit Suisse
Switzerland
$77.7M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$618M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$196M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$567M
2
MSE
MUFG Securities EMEA
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$10.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$3.04M
5
Morgan Stanley
Morgan Stanley
New York
$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
201
DZ Bank
Germany
$273K -$68.2K -1,673 -20%
PCM
202
Parsons Capital Management
Rhode Island
$272K – – –
FA
203
FDx Advisors
Illinois
$266K +$11.7K +286 +5%
HCM
204
Heathbridge Capital Management
Ontario, Canada
$261K – – –
SCM
205
Stonebridge Capital Management
California
$256K – – –
WT
206
Washington Trust
Rhode Island
$252K +$6.72K +165 +3%
PA
207
Pinnacle Associates
New York
$251K – – –
ASN
208
Advisory Services Network
Georgia
$244K -$2.29K -56 -0.9%
RWM
209
Ritholtz Wealth Management
New York
$243K +$16.1K +395 +7%
NB
210
Northwest Bancshares
Pennsylvania
$236K -$12.2K -300 -5%
CAM
211
Cozad Asset Management
Illinois
$235K -$20K -490 -8%
Stifel Financial
212
Stifel Financial
Missouri
$235K -$2.57K -63 -1%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$225K -$2.78K -68 -1%
ATC
214
Argent Trust Co
Tennessee
$225K – – –
CAG
215
Csenge Advisory Group
Florida
$220K -$19.5K -466 -8%
ST
216
Smithfield Trust
Pennsylvania
$220K – – –
SDJVC
217
St. Denis J. Villere & Co
Louisiana
$220K +$220K +5,407 New
MA
218
MONECO Advisors
Connecticut
$213K +$213K +5,233 New
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$209K +$209K +5,127 New
SS
220
Simplicity Solutions
Minnesota
$208K +$208K +5,111 New
FBT
221
First Bank & Trust
South Dakota
$197K – – –
GWM
222
Geneos Wealth Management
Colorado
$194K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
LWCFA
224
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$40.7K -1,000 -18%
AAM
225
Advisors Asset Management
Colorado
$173K +$5.2K +128 +3%
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