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Sun Life Financial
SLF

Overview Fund Activity

325 hedge funds and large institutions have $12.1B invested in Sun Life Financial in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+19
Holders Change %
+6.21%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
51
Increased
88
Reduced
103
Closed
25
Calls
$69.8M
Puts
$17.4M
Net Calls
+$52.4M
Net Calls Change
-$7.03M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$820M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$167M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.82B
5
First Trust Advisors
First Trust Advisors
Illinois
$48.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$376M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.1M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$5.91M
5
MSE
MUFG Securities EMEA
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
226
First Bank & Trust
South Dakota
$220K – – –
GWM
227
Geneos Wealth Management
Colorado
$219K – – –
Two Sigma Advisers
228
Two Sigma Advisers
New York
$210K -$18.2M -399,732 -99%
PFA
229
Pathway Financial Advisors
Vermont
$210K – – –
CCT
230
Capital City Trust
Florida
$209K – – –
KJHP
231
K.J. Harrison & Partners
Ontario, Canada
$208K – – –
WAM
232
Wealthspire Advisors (Maryland)
Maryland
$207K +$207K +4,550 New
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$205K -$6.38K -141 -3%
SVWAG
234
Sound View Wealth Advisors Group
Georgia
$201K +$201K +4,400 New
FAM
235
Flaharty Asset Management
Florida
$201K +$201K +4,411 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$186K – – –
CHC
237
City Holding Co
West Virginia
$182K – – –
FC
238
FORA Capital
Florida
$168K +$168K +3,689 New
SIC
239
Salem Investment Counselors
North Carolina
$137K – – –
FHA
240
First Horizon Advisors
Tennessee
$137K – – –
Bessemer Group
241
Bessemer Group
New Jersey
$131K +$131K +2,863 New
IBOK
242
Independence Bank of Kentucky
Kentucky
$130K – – –
VanEck Associates
243
VanEck Associates
New York
$115K -$18K -394 -14%
DSC
244
Duncker Streett & Co
Missouri
$111K +$111K +2,441 New
TF
245
TimeScale Financial
Massachusetts
$108K – – –
PI
246
PEAK6 Investments
Illinois
$98K -$45.3K -990 -32%
IA
247
IFP Advisors
Florida
$90K -$28.8K -630 -24%
CAW
248
Cornerstone Advisors (Washington)
Washington
$90K +$733 +16 +0.8%
TPWA
249
TRUE Private Wealth Advisors
Oregon
$88K +$88K +1,944 New
CAL
250
Capital Advisors Ltd
Ohio
$87K – – –
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10
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