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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 %
SA
276
SRH Advisors
Kansas
$22K – – –
CCM
277
Covington Capital Management
California
$21K – – –
AIC
278
Ameritas Investment Company
Nebraska
$21K +$21K +478 New
GRP
279
Global Retirement Partners
California
$20K -$3.53K -80 -15%
JCM
280
Jacobi Capital Management
Pennsylvania
$20K +$134 +3 +0.7%
AF
281
Advisornet Financial
Minnesota
$20K +$20K +441 New
HI
282
Human Investing
Oregon
$19K – – –
BCA
283
Berman Capital Advisors
Georgia
$15K +$44 +1 +0.3%
SIAS
284
Shine Investment Advisory Services
Colorado
$14K – – –
DOA
285
D'Orazio & Associates
Virginia
$14K – – –
PC
286
PhiloSmith Capital
Connecticut
$13K +$13K +300 New
CBT
287
Capital Bank & Trust
California
$11K – – –
SSB
288
Sandy Spring Bank
Maryland
$10K – – –
TFS
289
TrustCore Financial Services
Tennessee
$10K – – –
FMII
290
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.29K +29 +15%
AIM
291
Arcadia Investment Management
Michigan
$9K – – –
CTC
292
Central Trust Company
Missouri
$9K – – –
EFSCE
293
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
RIA
294
Realta Investment Advisors
Delaware
$9K – – –
BFEC
295
Benjamin F. Edwards & Company
Missouri
$8K – – –
FHA
296
Flagship Harbor Advisors
Massachusetts
$8K +$8K +200 New
BWM
297
Baystate Wealth Management
Massachusetts
$7K +$86 +2 +1%
BL
298
Balentine LLC
Georgia
$6K – – –
OC
299
Oakworth Capital
Alabama
$6K – – –
EW
300
Evoke Wealth
California
$5.98K +$5.98K +133 New
10 11
12
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