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Sun Life Financial
SLF

Overview Fund Activity

301 hedge funds and large institutions have $8.32B invested in Sun Life Financial in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-13
Holders Change %
-4.14%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
40
Increased
94
Reduced
98
Closed
52
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.91M
Net Calls Change
-$3.21M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.37B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$426M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$30.2M
5
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$283M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$91.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$347M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$53K +$53K +1,624 New
QCIG
227
Quad-Cities Investment Group
Iowa
$51K – – –
IC
228
Inscription Capital
Texas
$50K +$50K +1,500 New
LPWM
229
Lake Point Wealth Management
Texas
$47K +$47K +1,419 New
LWA
230
Lowe Wealth Advisors
Maryland
$46K +$66 +2 +0.1%
PMFA
231
Plante Moran Financial Advisors
Michigan
$42K – – –
MA
232
MCF Advisors
Kentucky
$42K – – –
CAW
233
Cornerstone Advisors (Washington)
Washington
$39K +$1.87K +56 +5%
AAMU
234
Amundi Asset Management US
Massachusetts
$37.8K -$156 -4,690 -0.4%
LC
235
Lindbrook Capital
California
$36K +$36K +1,091 New
TSW
236
Thompson Siegel & Walmsley
Virginia
$35K – – –
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$34.6K – – –
BDWM
238
Brewin Dolphin Wealth Management
Ireland
$34.5K – – –
AssetMark Inc
239
AssetMark Inc
California
$34K +$2.53K +77 +8%
AWM
240
Arbor Wealth Management
Florida
$33K +$33K +1,000 New
ER
241
Enlightenment Research
Florida
$33K +$33K +1,000 New
SFPIA
242
Stevens First Principles Investment Advisors
California
$31K -$21.7K -645 -41%
ClearBridge Investments
243
ClearBridge Investments
New York
$30K – – –
MFW
244
Mosaic Family Wealth
Missouri
$29K – – –
BTNA
245
Bremer Trust National Association
Minnesota
$28K +$28K +829 New
UBS AM
246
UBS AM
Illinois
$25.8K -$3.92K -118 -13%
GRP
247
Global Retirement Partners
California
$25K +$34 +1 +0.1%
First Manhattan
248
First Manhattan
New York
$24K – – –
ONST
249
Old North State Trust
North Carolina
$24K – – –
FA
250
Financial Advantage
Maryland
$24K +$24K +733 New
8 9
10
11 12