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Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $10.6B invested in Sun Life Financial in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 13 closing their positions.

Holders
305
Holders Change
+26
Holders Change %
+9.32%
% of All Funds
6.93%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
40
Increased
87
Reduced
90
Closed
13
Calls
$53.2M
Puts
$17.4M
Net Calls
+$35.7M
Net Calls Change
-$6.87M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$318M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$85.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$919M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$393M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$179M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.35M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$242M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$31.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$71.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
126
Zurich Insurance Group
Switzerland
$1.47M 35,600 – –
WAM
127
World Asset Management
Michigan
$1.43M 34,690 -1,357 -4%
DWM
128
Dorchester Wealth Management
Quebec, Canada
$1.41M 34,017 -1,600 -4%
CS
129
Credential Securities
$1.33M 32,187 -668 -2%
CGT
130
Capital Guardian Trust
California
$1.31M 31,700 -250 -0.8%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$1.26M 32,237 – –
AC
132
Addenda Capital
Quebec, Canada
$1.18M 28,400 – –
PP
133
Pegasus Partners
Wisconsin
$1M 24,305 -8,541 -26%
CA
134
Commerzbank Aktiengesellschaft
Germany
$952K 23,084 +23,084 New
HBT
135
Hills Bank & Trust
Iowa
$908K 22,000 – –
AL
136
AJO LP
Pennsylvania
$862K 20,896 +20,896 New
PAM
137
Premier Asset Management
Illinois
$792K 19,200 -1,350 -7%
BNP Paribas Asset Management
138
BNP Paribas Asset Management
France
$774K 18,750 -417 -2%
HSA
139
HBK Sorce Advisory
Pennsylvania
$743K 18,000 – –
Financial Engines Advisors
140
Financial Engines Advisors
California
$742K 17,980 -2,370 -12%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$678K 16,431 +3,390 +26%
CAM
142
Claret Asset Management
Quebec, Canada
$654K 15,842 +15,842 New
RFC
143
Regions Financial Corp
Alabama
$631K 15,294 +2,216 +17%
VOAM
144
Vertex One Asset Management
British Columbia, Canada
$620K 15,024 -6,784 -31%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$619K 15,005 +1,774 +13%
SI
146
SII Investments
Wisconsin
$610K 14,777 -300 -2%
William Blair & Company
147
William Blair & Company
Illinois
$599K 14,514 – –
AG
148
Advisor Group
Arizona
$571K 13,809 +210 +2%
NI
149
Numeric Investors
Massachusetts
$567K 13,700 +4,800 +54%
MML Investors Services
150
MML Investors Services
Massachusetts
$535K 12,962 +2,507 +24%
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