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Sun Life Financial
SLF

Overview Fund Activity

353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
–
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
126
Reduced
102
Closed
30
Calls
$133M
Puts
$348M
Net Calls
-$215M
Net Calls Change
+$40.8M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$935M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$584M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.1B
4
Norges Bank
Norges Bank
Norway
$332M
5
IIM
Intact Investment Management
Quebec, Canada
$38.8M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$834M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$980M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.77B
4
CIBC World Market
CIBC World Market
Ontario, Canada
$376M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$719M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$431K -$41.3K -739 -9%
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$428K +$428K +7,660 New
ONB
203
Old National Bancorp
Indiana
$407K +$1.9K +34 +0.5%
TC
204
Tacita Capital
Ontario, Canada
$397K -$168K -3,000 -30%
DTC
205
Davidson Trust Company
Washington
$391K -$72.6K -1,300 -16%
WF
206
Welch & Forbes
Massachusetts
$390K – – –
DZ Bank
207
DZ Bank
Germany
$374K – – –
PCM
208
Parsons Capital Management
Rhode Island
$372K – – –
FCI
209
Financial Counselors Inc
Kansas
$367K -$2.07K -37 -0.6%
KJHP
210
K.J. Harrison & Partners
Ontario, Canada
$364K -$75.3K -1,350 -17%
HCM
211
Heathbridge Capital Management
Ontario, Canada
$357K – – –
CCP
212
Corient Capital Partners
California
$355K -$9.26K -166 -3%
SCM
213
Stonebridge Capital Management
California
$350K – – –
EP
214
Edgestream Partners
New Jersey
$346K -$32.5K -581 -9%
PA
215
Pinnacle Associates
New York
$344K – – –
ECM
216
Evergreen Capital Management
Washington
$338K +$33.1K +593 +11%
GIBU
217
Gulf International Bank (UK)
United Kingdom
$337K – – –
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$332K +$52K +930 +19%
MM
219
MQS Management
New York
$323K +$323K +5,780 New
ARG
220
Advisory Resource Group
Oklahoma
$322K +$6.86K +123 +2%
UC
221
Unio Capital
New Jersey
$320K – – –
HNB
222
Huntington National Bank
Ohio
$315K -$28.1K -503 -8%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$312K +$16.7K +299 +6%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$305K +$56 +1 +0%
RFC
225
Regions Financial Corp
Alabama
$303K – – –
7 8
9
10 11