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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.

New
Increased
Maintained
Reduced
Closed
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 %
DOA
276
D'Orazio & Associates
Virginia
$13K – – –
SIAS
277
Shine Investment Advisory Services
Colorado
$13K – – –
RCAG
278
Rehmann Capital Advisory Group
Michigan
$13K +$13K +322 New
LIA
279
LS Investment Advisors
Michigan
$12K – – –
SMG
280
Spectrum Management Group
Indiana
$11K – – –
GI
281
Gradient Investments
Minnesota
$11K +$82 +2 +0.8%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.74K +91 +51%
SSB
283
Sandy Spring Bank
Maryland
$10K – – –
CBT
284
Capital Bank & Trust
California
$10K – – –
TFS
285
TrustCore Financial Services
Tennessee
$10K – – –
BFEC
286
Benjamin F. Edwards & Company
Missouri
$8K – – –
BWA
287
Burt Wealth Advisors
Maryland
$8K – – –
CTC
288
Central Trust Company
Missouri
$8K – – –
FMII
289
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
OC
290
Oakworth Capital
Alabama
$6K -$28.7K -651 -83%
KTC
291
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
BWM
292
Baystate Wealth Management
Massachusetts
$6K – – –
DVM
293
Dreman Value Management
Florida
$6K – – –
FANJ
294
Financial Architects (New Jersey)
New Jersey
$6K – – –
CIP
295
Convergence Investment Partners
Florida
$6K +$6K +144 New
HDIM
296
Hanson & Doremus Investment Management
Vermont
$6K +$6K +150 New
KF
297
Krilogy Financial
Missouri
$5K – – –
PA
298
Parallel Advisors
California
$4K -$302 -8 -7%
EARNEST Partners
299
EARNEST Partners
Georgia
$4K – – –
AC
300
Avestar Capital
New York
$3K -$5.15K -146 -63%
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12
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