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Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $10.3B invested in Sun Life Financial in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
7.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
96
Reduced
87
Closed
29
Calls
$87M
Puts
$9.42M
Net Calls
+$77.6M
Net Calls Change
+$54.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$459M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$301M
3
CAM
3
Cidel Asset Management
Ontario, Canada
$39.9M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$224M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$136M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.53B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$427M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$238M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$3K -$393K -11,259 -99%
Bessemer Group
302
Bessemer Group
New Jersey
$3K – – –
AC
303
Avestar Capital
New York
$3K +$198 +6 +7%
SNT
304
Security National Trust
West Virginia
$2K – – –
WC
305
Whitnell & Co
Illinois
$2K – – –
GEA
306
Glen Eagle Advisors
New Jersey
$1.73K – – –
BFM
307
Boston Financial Management
Massachusetts
– -$4.54M -110,480 Closed
LG
308
Leuthold Group
Minnesota
– -$2.83M -68,787 Closed
SEC
309
Seven Eight Capital
New York
– -$2.69M -65,500 Closed
HB
310
Homrich & Berg
Georgia
– -$2.09M -50,873 Closed
GC
311
Guggenheim Capital
Illinois
– -$1.6M -38,991 Closed
Voloridge Investment Management
312
Voloridge Investment Management
Florida
– -$1.2M -29,099 Closed
Jane Street
313
Jane Street
New York
– -$584K -14,198 Closed
FA
314
FDx Advisors
Illinois
– -$421K -10,250 Closed
T
315
TOBAM
France
– -$279K -6,800 Closed
BCM
316
Bayesian Capital Management
New York
– -$269K -6,543 Closed
LOAMS
317
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$328K -6,196 Closed
PAG
318
Private Advisor Group
New Jersey
– -$224K -5,453 Closed
PSUF
319
People's United Financial
Connecticut
– -$212K -5,155 Closed
APP
320
Avantax Planning Partners
Iowa
– -$71K -1,716 Closed
WDL
321
Well Done LLC
Michigan
– -$70K -1,696 Closed
FC
322
Ferris Capital
Massachusetts
– -$52K -1,272 Closed
PWAG
323
Polaris Wealth Advisory Group
California
– -$30K -736 Closed
SWP
324
Stratos Wealth Partners
Ohio
– -$19K -469 Closed
SP
325
SWS Partners
Ohio
– -$18K -455 Closed
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