SLF icon

Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $11.7B invested in Sun Life Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
99
Reduced
91
Closed
21
Calls
$79.3M
Puts
$19.9M
Net Calls
+$59.4M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$674M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$344M
3
Norges Bank
Norges Bank
Norway
$444M
4
Fidelity International
Fidelity International
Bermuda
$570M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.3M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$787M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$120M
3
MSE
MUFG Securities EMEA
United Kingdom
$28M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$282M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
251
Lowe Wealth Advisors
Maryland
$58K +$135 +3 +0.2%
MA
252
MCF Advisors
Kentucky
$57K – – –
PMFA
253
Plante Moran Financial Advisors
Michigan
$57K – – –
ACA
254
Atlas Capital Advisors
Wyoming
$52.2K -$25.8K -575 -33%
TSW
255
Thompson Siegel & Walmsley
Virginia
$48K – – –
PCM
256
Prelude Capital Management
New York
$48K +$48K +1,077 New
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$47K – – –
BDWM
258
Brewin Dolphin Wealth Management
Ireland
$46.6K – – –
SFS
259
Sowell Financial Services
Arkansas
$44K +$44K +974 New
WC
260
Weil Company
California
$41K +$41K +918 New
QI
261
QS Investors
New York
$35K +$4.49K +100 +15%
ONST
262
Old North State Trust
North Carolina
$34K – – –
UBS AM
263
UBS AM
Illinois
$33.5K – – –
HPC
264
HM Payson & Co
Maine
$33K – – –
First Manhattan
265
First Manhattan
New York
$32K – – –
FA
266
Financial Advantage
Maryland
$32K – – –
LWANC
267
Laurel Wealth Advisors (North Carolina)
North Carolina
$31K +$7.58K +170 +32%
NFG
268
Next Financial Group
Texas
$30K -$760 -17 -2%
APSP
269
Asset Planning Services (Pennsylvania)
Pennsylvania
$30K – – –
MA
270
MUFG Americas
New York
$28K – – –
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
MIP
272
Mondrian Investment Partners
United Kingdom
$24K – – –
RFA
273
Reilly Financial Advisors
California
$23K – – –
PCG
274
Private Capital Group
Connecticut
$23K – – –
SA
275
SRH Advisors
Kansas
$22K – – –
9 10
11
12 13