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Sun Life Financial
SLF

Overview Fund Activity

346 hedge funds and large institutions have $13.9B invested in Sun Life Financial in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
–
Holders Change %
0%
% of All Funds
6.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
31
Increased
117
Reduced
108
Closed
29
Calls
$85.2M
Puts
$66.4M
Net Calls
+$18.9M
Net Calls Change
-$32.2M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$667M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$879M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$384M
4
Fidelity International
4
Fidelity International
Bermuda
$809M
5
Man Group
5
Man Group
United Kingdom
$72.1M

Top Sellers

1
Canada Life
1
Canada Life
Manitoba, Canada
$19.6M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$148M
3
Norges Bank
3
Norges Bank
Norway
$358M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$2.38M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
201
Ethic Inc
New York
$443K -$40K -791 -8%
ONB
202
Old National Bancorp
Indiana
$437K +$34.1K +676 +8%
UC
203
Unio Capital
New Jersey
$430K -$2.43K -48 -0.6%
FA
204
FDx Advisors
Illinois
$430K +$94.5K +1,870 +28%
DTC
205
Davidson Trust Company
Washington
$419K – – –
VPIM
206
Vanguard Personalized Indexing Management
California
$399K +$8.55K +169 +2%
FNT
207
First National Trust
Pennsylvania
$391K – – –
KAS
208
Kestra Advisory Services
Texas
$389K -$96.6K -1,911 -20%
Ameriprise
209
Ameriprise
Minnesota
$377K +$19.9K +394 +6%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$364K +$4.05K +80 +1%
KJHP
211
K.J. Harrison & Partners
Ontario, Canada
$355K – – –
WF
212
Welch & Forbes
Massachusetts
$353K – – –
FCI
213
Financial Counselors Inc
Kansas
$340K -$2.18K -43 -0.6%
DZ Bank
214
DZ Bank
Germany
$339K – – –
PCM
215
Parsons Capital Management
Rhode Island
$337K – – –
CAG
216
Csenge Advisory Group
Florida
$327K -$13.3K -259 -4%
QI
217
QS Investors
New York
$324K – – –
HCM
218
Heathbridge Capital Management
Ontario, Canada
$323K – – –
SCM
219
Stonebridge Capital Management
California
$317K – – –
GIBU
220
Gulf International Bank (UK)
United Kingdom
$311K -$65.5K -1,300 -17%
PA
221
Pinnacle Associates
New York
$311K – – –
RFC
222
Regions Financial Corp
Alabama
$293K -$39.2K -775 -12%
Capital International Investors
223
Capital International Investors
California
$292K -$96.7K -1,916 -25%
ASN
224
Advisory Services Network
Georgia
$291K +$2.37K +47 +0.8%
GWM
225
Geneos Wealth Management
Colorado
$290K -$91.4K -1,694 -24%
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9
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