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Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $10.3B invested in Sun Life Financial in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
7.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
96
Reduced
87
Closed
29
Calls
$87M
Puts
$9.42M
Net Calls
+$77.6M
Net Calls Change
+$54.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$459M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$301M
3
CAM
3
Cidel Asset Management
Ontario, Canada
$39.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$224M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.53B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$427M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$238M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHCM
226
Glen Harbor Capital Management
California
$130K – – –
FHA
227
First Horizon Advisors
Tennessee
$120K – – –
SIC
228
Salem Investment Counselors
North Carolina
$120K – – –
S
229
SignatureFD
Georgia
$120K +$6.23K +155 +5%
IA
230
IFP Advisors
Florida
$115K +$3.06K +76 +3%
IBOK
231
Independence Bank of Kentucky
Kentucky
$114K – – –
HNB
232
Huntington National Bank
Ohio
$104K -$15.2K -378 -13%
CCM
233
Cribstone Capital Management
Maine
$104K – – –
AAM
234
Advisors Asset Management
Colorado
$102K +$20.9K +522 +26%
DSC
235
Duncker Streett & Co
Missouri
$98K – – –
AIM
236
Advantage Investment Management
Iowa
$80K – – –
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$80K +$80K +1,991 New
CAL
238
Capital Advisors Ltd
Ohio
$76K – – –
PCTC
239
Perkins Coie Trust Company
Washington
$75K – – –
OWA
240
One Wealth Advisors
California
$68K -$1.17K -29 -2%
NSIM
241
North Star Investment Management
Illinois
$68K – – –
Chevy Chase Trust
242
Chevy Chase Trust
Maryland
$66K – – –
AF
243
Allworth Financial
California
$65K – – –
QCIG
244
Quad-Cities Investment Group
Iowa
$62K +$62K +1,550 New
SFPIA
245
Stevens First Principles Investment Advisors
California
$59K – – –
LWA
246
Lowe Wealth Advisors
Maryland
$55K +$119 +3 +0.2%
PMFA
247
Plante Moran Financial Advisors
Michigan
$51K -$5.31K -133 -9%
MA
248
MCF Advisors
Kentucky
$51K – – –
TSW
249
Thompson Siegel & Walmsley
Virginia
$43K – – –
MPWT
250
MassMutual Private Wealth & Trust
Connecticut
$41.8K – – –
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10
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