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Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
6.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
91
Reduced
102
Closed
23
Calls
$56.6M
Puts
$15.4M
Net Calls
+$41.2M
Net Calls Change
+$34.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$82.4M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$546M
3
Two Sigma Investments
Two Sigma Investments
New York
$38.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
5
Franklin Resources
Franklin Resources
California
$115M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$233M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$32.4M
3
Canada Life
Canada Life
Manitoba, Canada
$226M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$165M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPIA
251
Stevens First Principles Investment Advisors
California
$35K – – –
BBNA
252
Bremer Bank National Association
Minnesota
$34K +$34K +829 New
MFW
253
Mosaic Family Wealth
Missouri
$33K – – –
UBS AM
254
UBS AM
Illinois
$28.7K -$1.11K -29 -4%
FA
255
Financial Advantage
Maryland
$28K – – –
ONST
256
Old North State Trust
North Carolina
$28K – – –
First Manhattan
257
First Manhattan
New York
$27K – – –
APSP
258
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K – – –
NFG
259
Next Financial Group
Texas
$24K -$208K -5,515 -90%
MA
260
MUFG Americas
New York
$24K – – –
NFH
261
NEXT Financial Holdings
Texas
$24K +$24K +635 New
CAGAS
262
Capital Advisory Group Advisory Services
Minnesota
$23K – – –
MIP
263
Mondrian Investment Partners
United Kingdom
$21K +$158 +3 +0.8%
GRP
264
Global Retirement Partners
California
$20K -$7.82K -208 -28%
LWANC
265
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K – – –
PCG
266
Private Capital Group
Connecticut
$20K – – –
RFA
267
Reilly Financial Advisors
California
$20K – – –
SA
268
SRH Advisors
Kansas
$19K – – –
GAM
269
Gemmer Asset Management
California
$19K – – –
CCM
270
Covington Capital Management
California
$18K – – –
AIA
271
Alera Investment Advisors
Illinois
$18K +$2.37K +60 +15%
JCM
272
Jacobi Capital Management
Pennsylvania
$17K +$116 +3 +0.7%
HI
273
Human Investing
Oregon
$16K – – –
QI
274
QS Investors
New York
$15K -$213K -5,396 -93%
NSB
275
Norway Savings Bank
Maine
$15K – – –
9 10
11
12 13