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Sun Life Financial
SLF

Overview Fund Activity

325 hedge funds and large institutions have $12.1B invested in Sun Life Financial in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 88 increasing their positions, 103 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+19
Holders Change %
+6.21%
% of All Funds
6.42%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.14%
New
51
Increased
88
Reduced
103
Closed
25
Calls
$69.8M
Puts
$17.4M
Net Calls
+$52.4M
Net Calls Change
-$7.03M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$820M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$167M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$76.1M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.82B
5
First Trust Advisors
First Trust Advisors
Illinois
$48.5M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$376M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$26.1M
3
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69M
4
Russell Investments Group
Russell Investments Group
United Kingdom
$5.91M
5
MSE
MUFG Securities EMEA
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
276
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K – – –
SL
277
Savior LLC
Massachusetts
$31K +$31K +687 New
TRCT
278
Tower Research Capital (TRC)
New York
$30K -$1.89M -42,306 -98%
NFG
279
Next Financial Group
Texas
$30K -$593 -13 -2%
MWP
280
Meridian Wealth Partners
Pennsylvania
$26K +$26K +576 New
MIP
281
Mondrian Investment Partners
United Kingdom
$24K – – –
CCM
282
Cribstone Capital Management
Maine
$23K -$57.2K -1,243 -71%
RFA
283
Reilly Financial Advisors
California
$23K – – –
SA
284
SRH Advisors
Kansas
$23K – – –
PCG
285
Private Capital Group
Connecticut
$23K – – –
TCWM
286
Total Clarity Wealth Management
Illinois
$23K +$23K +500 New
GAM
287
Gemmer Asset Management
California
$22K – – –
AIC
288
Ameritas Investment Company
Nebraska
$22K +$318 +7 +1%
CCM
289
Covington Capital Management
California
$21K – – –
GRP
290
Global Retirement Partners
California
$21K +$46 +1 +0.2%
JCM
291
Jacobi Capital Management
Pennsylvania
$21K +$186 +4 +0.9%
HI
292
Human Investing
Oregon
$19K – – –
MA
293
MUFG Americas
New York
$15K -$13.6K -300 -48%
BCA
294
Berman Capital Advisors
Georgia
$15K +$88 +2 +0.6%
DOA
295
D'Orazio & Associates
Virginia
$14K – – –
SIAS
296
Shine Investment Advisory Services
Colorado
$14K – – –
PC
297
PhiloSmith Capital
Connecticut
$14K – – –
HIA
298
Harbor Investment Advisory
Maryland
$14K +$14K +300 New
TWP
299
TFO Wealth Partners
Ohio
$12K +$12K +285 New
SSB
300
Sandy Spring Bank
Maryland
$11K – – –
10 11
12
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