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Sun Life Financial
SLF

Overview Fund Activity

323 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
-23
Holders Change %
-6.65%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.16M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$999M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$797M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$91.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$965M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.48B

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$757M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$97.4M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$600M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$363M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
201
Heathbridge Capital Management
Ontario, Canada
$330K – – –
CCP
202
Corient Capital Partners
California
$326K +$105K +2,043 +48%
SCM
203
Stonebridge Capital Management
California
$323K – – –
GIBU
204
Gulf International Bank (UK)
United Kingdom
$323K +$5.15K +100 +2%
PA
205
Pinnacle Associates
New York
$317K – – –
VPIM
206
Vanguard Personalized Indexing Management
California
$310K -$96.2K -1,868 -24%
CC
207
Centiva Capital
New York
$302K +$302K +5,851 New
ASN
208
Advisory Services Network
Georgia
$299K +$2.16K +42 +0.7%
ECM
209
Evergreen Capital Management
Washington
$299K +$37.4K +726 +14%
AAM
210
Advisors Asset Management
Colorado
$292K +$26.2K +509 +10%
CAM
211
Cozad Asset Management
Illinois
$283K – – –
RFC
212
Regions Financial Corp
Alabama
$280K -$18.8K -364 -6%
NB
213
Northwest Bancshares
Pennsylvania
$280K – – –
SDJVC
214
St. Denis J. Villere & Co
Louisiana
$278K – – –
ST
215
Smithfield Trust
Pennsylvania
$278K – – –
Capital International Investors
216
Capital International Investors
California
$277K -$21.1K -410 -7%
RPCA
217
Running Point Capital Advisors
California
$267K +$980 +19 +0.4%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$266K -$361 -7 -0.1%
HWAM
219
Hennion & Walsh Asset Management
New Jersey
$265K -$3.46K -67 -1%
MA
220
MONECO Advisors
Connecticut
$259K +$258 +5 +0.1%
FBT
221
First Bank & Trust
South Dakota
$249K – – –
CCT
222
Capital City Trust
Florida
$247K – – –
ATC
223
Argent Trust Co
Tennessee
$245K – – –
LOAMS
224
Lombard Odier Asset Management (Switzerland)
Switzerland
$243K +$26.6K +416 +12%
WFI
225
West Family Investments
California
$242K +$242K +4,690 New
7 8
9
10 11