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Sun Life Financial
SLF

Overview Fund Activity

307 hedge funds and large institutions have $10.9B invested in Sun Life Financial in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
7.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
29
Increased
86
Reduced
98
Closed
25
Calls
$37.3M
Puts
$13.9M
Net Calls
+$23.4M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$604M
2
Franklin Resources
2
Franklin Resources
California
$88.3M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$392M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$556M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$558K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.82B
3
Norges Bank
3
Norges Bank
Norway
$139M
4
IIM
4
Intact Investment Management
Quebec, Canada
$1.67M
5
AII
5
AGF Investments Inc
Ontario, Canada
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$33K -$51.9K -1,271 -61%
MA
252
MUFG Americas
New York
$32K +$13.5K +330 +73%
GRP
253
Global Retirement Partners
California
$30K – – –
PWAG
254
Polaris Wealth Advisory Group
California
$30K +$30K +736 New
First Manhattan
255
First Manhattan
New York
$29K – – –
APSP
256
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K – – –
CAGAS
257
Capital Advisory Group Advisory Services
Minnesota
$25K +$25K +600 New
HR
258
Howe & Rusling
New York
$25K +$25K +602 New
MIP
259
Mondrian Investment Partners
United Kingdom
$24K – – –
PCG
260
Private Capital Group
Connecticut
$22K +$965 +24 +5%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
SA
262
SRH Advisors
Kansas
$21K – – –
RFA
263
Reilly Financial Advisors
California
$21K – – –
GAM
264
Gemmer Asset Management
California
$21K +$1.41K +35 +7%
CCM
265
Covington Capital Management
California
$19K – – –
SWP
266
Stratos Wealth Partners
Ohio
$19K – – –
SP
267
SWS Partners
Ohio
$18K – – –
AF
268
Advisornet Financial
Minnesota
$18K – – –
IWM
269
IHT Wealth Management
Illinois
$18K +$40 +1 +0.2%
SF
270
Synovus Financial
Georgia
$18K +$18K +443 New
VanEck Associates
271
VanEck Associates
New York
$17K +$17K +420 New
VFA
272
Valeo Financial Advisors
Indiana
$16K – – –
PCP
273
Proficio Capital Partners
Massachusetts
$16K +$1.76K +44 +12%
WIM
274
Westside Investment Management
California
$14.4K – – –
DOA
275
D'Orazio & Associates
Virginia
$13K – – –
9 10
11
12 13