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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 %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$23K +$6.55K +199 +40%
TRCT
252
Tower Research Capital (TRC)
New York
$23K +$8.27K +246 +56%
APSP
253
Asset Planning Services (Pennsylvania)
Pennsylvania
$22K – – –
MA
254
MUFG Americas
New York
$21K – – –
CAGAS
255
Capital Advisory Group Advisory Services
Minnesota
$20K – – –
MIP
256
Mondrian Investment Partners
United Kingdom
$18K – – –
RFA
257
Reilly Financial Advisors
California
$17K – – –
SA
258
SRH Advisors
Kansas
$17K – – –
PCG
259
Private Capital Group
Connecticut
$17K – – –
LWANC
260
Laurel Wealth Advisors (North Carolina)
North Carolina
$17K +$17K +525 New
GAM
261
Gemmer Asset Management
California
$16K – – –
CCM
262
Covington Capital Management
California
$15K – – –
JCM
263
Jacobi Capital Management
Pennsylvania
$15K +$137 +4 +0.9%
HI
264
Human Investing
Oregon
$14K +$14K +422 New
BAMG
265
Brand Asset Management Group
Missouri
$13K +$13K +378 New
AIA
266
Alera Investment Advisors
Illinois
$13K +$13K +396 New
NSB
267
Norway Savings Bank
Maine
$13K +$13K +400 New
CG
268
Cutler Group
California
$13K +$13K +400 New
PAMU
269
Pictet Asset Management (UK)
United Kingdom
$12.6K +$1.64K +49,400 +15%
WIM
270
Westside Investment Management
California
$11.8K – – –
DOA
271
D'Orazio & Associates
Virginia
$11K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$5.12K +154 +87%
SIAS
273
Shine Investment Advisory Services
Colorado
$10K – – –
PCIA
274
Prime Capital Investment Advisors
Kansas
$10K +$10K +291 New
WANY
275
Wealthspire Advisors (New York)
New York
$9K +$9K +257 New
9 10
11
12 13