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Sun Life Financial
SLF

Overview Fund Activity

307 hedge funds and large institutions have $10.9B invested in Sun Life Financial in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
7.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
29
Increased
86
Reduced
98
Closed
25
Calls
$37.3M
Puts
$13.9M
Net Calls
+$23.4M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$604M
2
Franklin Resources
2
Franklin Resources
California
$88.3M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$392M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$556M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$558K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.82B
3
Norges Bank
3
Norges Bank
Norway
$139M
4
IIM
4
Intact Investment Management
Quebec, Canada
$1.67M
5
AII
5
AGF Investments Inc
Ontario, Canada
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
226
Advisors Asset Management
Colorado
$83K +$3.6K +88 +5%
AIM
227
Advantage Investment Management
Iowa
$82K – – –
CAL
228
Capital Advisors Ltd
Ohio
$78K – – –
PCTC
229
Perkins Coie Trust Company
Washington
$76K – – –
OWA
230
One Wealth Advisors
California
$71K +$1.73K +42 +3%
APP
231
Avantax Planning Partners
Iowa
$71K +$71K +1,716 New
WDL
232
Well Done LLC
Michigan
$70K +$70K +1,696 New
NSIM
233
North Star Investment Management
Illinois
$69K – – –
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$67K – – –
AF
235
Allworth Financial
California
$67K – – –
SFPIA
236
Stevens First Principles Investment Advisors
California
$61K – – –
PMFA
237
Plante Moran Financial Advisors
Michigan
$58K -$8.39K -204 -13%
LWA
238
Lowe Wealth Advisors
Maryland
$57K +$41 +1 +0.1%
MA
239
MCF Advisors
Kentucky
$53K – – –
FC
240
Ferris Capital
Massachusetts
$52K +$52K +1,272 New
TSW
241
Thompson Siegel & Walmsley
Virginia
$44K – – –
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$42.8K – – –
BDWM
243
Brewin Dolphin Wealth Management
Ireland
$42.8K – – –
CAW
244
Cornerstone Advisors (Washington)
Washington
$42K +$34.2K +829 +441%
PRS
245
Pinkerton Retirement Specialists
Idaho
$41K – – –
SWMG
246
Signature Wealth Management Group
Georgia
$41K – – –
Envestnet Asset Management
247
Envestnet Asset Management
Illinois
$40K +$15.3K +378 +62%
ClearBridge Investments
248
ClearBridge Investments
New York
$37K – – –
MFW
249
Mosaic Family Wealth
Missouri
$35K – – –
QCG
250
Quadrant Capital Group
Ohio
$35K +$3.25K +93 +10%
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