SLF icon

Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $11.7B invested in Sun Life Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
99
Reduced
91
Closed
21
Calls
$79.3M
Puts
$19.9M
Net Calls
+$59.4M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$674M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$344M
3
Norges Bank
Norges Bank
Norway
$444M
4
Fidelity International
Fidelity International
Bermuda
$570M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.3M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$787M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$120M
3
MSE
MUFG Securities EMEA
United Kingdom
$28M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$282M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
CHC
227
City Holding Co
West Virginia
$179K – – –
Simplex Trading
228
Simplex Trading
Illinois
$163K +$70K +1,568 +75%
PI
229
PEAK6 Investments
Illinois
$140K +$140K +3,131 New
SIC
230
Salem Investment Counselors
North Carolina
$134K – – –
FHA
231
First Horizon Advisors
Tennessee
$134K – – –
VanEck Associates
232
VanEck Associates
New York
$131K +$19.7K +439 +18%
IBOK
233
Independence Bank of Kentucky
Kentucky
$127K – – –
IA
234
IFP Advisors
Florida
$116K +$116K +2,600 New
TF
235
TimeScale Financial
Massachusetts
$107K – – –
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$100K – – –
Nomura Asset Management
237
Nomura Asset Management
Japan
$98K +$98K +2,200 New
CAW
238
Cornerstone Advisors (Washington)
Washington
$87K +$3.97K +89 +5%
CAL
239
Capital Advisors Ltd
Ohio
$85K -$21.9K -490 -20%
HNB
240
Huntington National Bank
Ohio
$85K +$1.8K +40 +2%
PCTC
241
Perkins Coie Trust Company
Washington
$83K – – –
AIM
242
Advantage Investment Management
Iowa
$80K – – –
CCM
243
Cribstone Capital Management
Maine
$78K -$13.4K -300 -15%
NSIM
244
North Star Investment Management
Illinois
$76K +$76K +1,689 New
AF
245
Allworth Financial
California
$73K – – –
SPIA
246
Steward Partners Investment Advisory
New York
$71K +$134 +3 +0.2%
PA
247
Parallel Advisors
California
$69K +$32.1K +718 +87%
QCIG
248
Quad-Cities Investment Group
Iowa
$68K – – –
ZB
249
Zions Bancorporation
Utah
$62K -$45.4K -1,010 -42%
LC
250
Lindbrook Capital
California
$61K +$3.17K +71 +5%
8 9
10
11 12