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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 %
CBT
276
Capital Bank & Trust
California
$10K +$10K +250 New
CMO
277
Covenant Multifamily Offices
Texas
$9K +$9K +227 New
AC
278
Avestar Capital
New York
$9K +$9K +231 New
BFEC
279
Benjamin F. Edwards & Company
Missouri
$8K – – –
CAW
280
Cornerstone Advisors (Washington)
Washington
$8K – – –
BWA
281
Burt Wealth Advisors
Maryland
$8K – – –
CTC
282
Central Trust Company
Missouri
$8K – – –
BWM
283
Baystate Wealth Management
Massachusetts
$7K – – –
WA
284
Winfield Associates
Ohio
$7K – – –
FMII
285
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
Simplex Trading
287
Simplex Trading
Illinois
$6K -$82.1K -2,272 -93%
FANJ
288
Financial Architects (New Jersey)
New Jersey
$6K -$4K -100 -40%
KTC
289
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
DVM
290
Dreman Value Management
Florida
$6K – – –
KF
291
Krilogy Financial
Missouri
$5K – – –
PA
292
Parallel Advisors
California
$5K +$351 +8 +8%
RPC
293
Rossmore Private Capital
Connecticut
$4.13K +$4.13K +100 New
CG
294
Cutler Group
California
$4K -$8.98K -247 -69%
EARNEST Partners
295
EARNEST Partners
Georgia
$4K +$4K +101 New
PC
296
PhiloSmith Capital
Connecticut
$3K – – –
Bessemer Group
297
Bessemer Group
New Jersey
$3K – – –
SNT
298
Security National Trust
West Virginia
$2K – – –
NL
299
NVWM LLC
Pennsylvania
$2K +$2K +37 New
WC
300
Whitnell & Co
Illinois
$2K +$2K +44 New
9 10 11
12
13