SLF icon

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 %
EARNEST Partners
301
EARNEST Partners
Georgia
$5K – – –
ClearBridge Investments
302
ClearBridge Investments
New York
$4K – – –
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$3K -$5.65K -147 -65%
LWA
304
Lenox Wealth Advisors
New York
$3K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$1K +$1K +22 New
GT
306
Glenmede Trust
Pennsylvania
$226 -$86 -1,917 -28%
OAC
307
OMERS Administration Corp
Ontario, Canada
– -$12M -285,191 Closed
CBOA
308
Commonwealth Bank of Australia
Australia
– -$3.84M -92,904 Closed
NAM
309
NorthCoast Asset Management
Connecticut
– -$1.97M -47,615 Closed
CC
310
Cipher Capital
New York
– -$1.72M -41,691 Closed
ZIG
311
Zurich Insurance Group
Switzerland
– -$1.36M -32,700 Closed
JG
312
Jefferies Group
New York
– -$1.07M -25,924 Closed
WCA
313
Waratah Capital Advisors
Ontario, Canada
– -$973K -23,475 Closed
Voloridge Investment Management
314
Voloridge Investment Management
Florida
– -$436K -10,550 Closed
CIA
315
CSat Investment Advisory
Michigan
– -$302K -7,306 Closed
Squarepoint
316
Squarepoint
New York
– -$237K -5,726 Closed
MWM
317
Meridian Wealth Management
Kentucky
– -$1.64K -3,957 Closed
DSC
318
Duncker Streett & Co
Missouri
– -$101K -2,441 Closed
EWM
319
Executive Wealth Management
Michigan
– -$89K -2,152 Closed
TPWA
320
TRUE Private Wealth Advisors
Oregon
– -$80K -1,944 Closed
AC
321
Avestar Capital
New York
– -$53K -1,344 Closed
AWM
322
Arbor Wealth Management
Florida
– -$41K -1,000 Closed
KCPG
323
Kavar Capital Partners Group
Kansas
– -$21K -500 Closed
PCP
324
Proficio Capital Partners
Massachusetts
– -$11K -270 Closed
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
– -$8K -190 Closed
10 11 12
13
14