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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 %
CBT
301
Capital Bank & Trust
California
$11K – – –
TFS
302
TrustCore Financial Services
Tennessee
$11K – – –
AssetMark Inc
303
AssetMark Inc
California
$11K +$11K +232 New
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
CTC
305
Central Trust Company
Missouri
$9K – – –
AIM
306
Arcadia Investment Management
Michigan
$9K – – –
EFSCE
307
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
RIA
308
Realta Investment Advisors
Delaware
$9K – – –
TFA
309
Tobias Financial Advisors
Florida
$9K +$9K +200 New
BFEC
310
Benjamin F. Edwards & Company
Missouri
$8K – – –
BWM
311
Baystate Wealth Management
Massachusetts
$7K +$43 +1 +0.6%
AA
312
Ancora Advisors
Ohio
$7K +$7K +148 New
EW
313
Evoke Wealth
California
$6K -$45 -1 -0.8%
OC
314
Oakworth Capital
Alabama
$6K – – –
BL
315
Balentine LLC
Georgia
$6K – – –
ClearBridge Investments
316
ClearBridge Investments
New York
$5K – – –
EARNEST Partners
317
EARNEST Partners
Georgia
$5K – – –
WCM
318
Wealthcare Capital Management
Virginia
$4K +$4K +79 New
LWA
319
Lenox Wealth Advisors
New York
$3K – – –
SAM
320
S.A. Mason
Michigan
$3K +$3K +60 New
SMFS
321
Squar Milner Financial Services
California
$2K +$2K +51 New
GWS
322
Glassman Wealth Services
Virginia
$1K +$1K +12 New
KPW
323
Kore Private Wealth
New York
$1K +$1K +25 New
MSE
324
MUFG Securities EMEA
United Kingdom
– -$28M -625,000 Closed
Two Sigma Investments
325
Two Sigma Investments
New York
– -$11.3M -251,745 Closed
10 11 12
13
14