SLF icon

Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $10.6B invested in Sun Life Financial in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+26
Holders Change %
+9.32%
% of All Funds
6.93%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
40
Increased
87
Reduced
90
Closed
13
Calls
$53.2M
Puts
$17.4M
Net Calls
+$35.7M
Net Calls Change
-$6.87M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$318M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$85.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$919M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$393M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$179M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.35M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$242M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$31.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$25K +$1.15K +28 +5%
MIP
252
Mondrian Investment Partners
United Kingdom
$24K – – –
SA
253
SRH Advisors
Kansas
$21K – – –
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
RFA
255
Reilly Financial Advisors
California
$21K – – –
GAM
256
Gemmer Asset Management
California
$20K – – –
CCM
257
Covington Capital Management
California
$19K – – –
MA
258
MUFG Americas
New York
$19K – – –
SP
259
SWS Partners
Ohio
$19K +$19K +455 New
SWP
260
Stratos Wealth Partners
Ohio
$19K +$19K +469 New
IWM
261
IHT Wealth Management
Illinois
$18K +$40 +1 +0.2%
AF
262
Advisornet Financial
Minnesota
$18K +$18K +441 New
VFA
263
Valeo Financial Advisors
Indiana
$17K – – –
DCM
264
Delpha Capital Management
New York
$16K +$16K +387 New
LWA
265
Lenox Wealth Advisors
New York
$16K +$16K +395 New
PCP
266
Proficio Capital Partners
Massachusetts
$15K – – –
WIM
267
Westside Investment Management
California
$14.7K – – –
DOA
268
D'Orazio & Associates
Virginia
$13K – – –
SIAS
269
Shine Investment Advisory Services
Colorado
$13K – – –
SWP
270
Strategic Wealth Partners
Ohio
$13K +$13K +322 New
LIA
271
LS Investment Advisors
Michigan
$12K – – –
SMG
272
Spectrum Management Group
Indiana
$11K – – –
GI
273
Gradient Investments
Minnesota
$11K +$11K +266 New
SSB
274
Sandy Spring Bank
Maryland
$10K – – –
TFS
275
TrustCore Financial Services
Tennessee
$10K +$10K +234 New
9 10
11
12 13