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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 %
GFPC
126
Global Financial Private Capital
Florida
$1.6M -$472K -11,743 -23%
US Bancorp
127
US Bancorp
Minnesota
$1.57M -$79.2K -1,972 -5%
IIM
128
Intact Investment Management
Quebec, Canada
$1.53M -$144K -2,720 -9%
OMCS
129
Old Mutual Customised Solutions
South Africa
$1.51M -$108K -2,700 -7%
JAM
130
JCIC Asset Management
Ontario, Canada
$1.44M -$1.81K -45 -0.1%
ZIG
131
Zurich Insurance Group
Switzerland
$1.43M – – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$1.34M -$103K -2,571 -7%
DWM
133
Dorchester Wealth Management
Quebec, Canada
$1.32M -$41.1K -1,024 -3%
Barclays
134
Barclays
United Kingdom
$1.29M -$332K -8,266 -21%
CGT
135
Capital Guardian Trust
California
$1.27M – – –
SEI Investments
136
SEI Investments
Pennsylvania
$1.27M -$69.1K -1,721 -5%
AC
137
Addenda Capital
Quebec, Canada
$1.25M +$89.6K +2,230 +8%
CS
138
Credential Securities
$1.21M -$37.7K -938 -3%
Financial Engines Advisors
139
Financial Engines Advisors
California
$1.14M +$468K +11,660 +70%
CA
140
Commerzbank Aktiengesellschaft
Germany
$1.04M +$100K +2,497 +11%
Arrowstreet Capital
141
Arrowstreet Capital
Massachusetts
$947K +$947K +23,600 New
HBT
142
Hills Bank & Trust
Iowa
$883K – – –
ACA
143
Atlas Capital Advisors
Wyoming
$848K +$557K +13,691 +192%
SFI
144
Susquehanna Fundamental Investments
Pennsylvania
$825K +$825K +20,553 New
Capital Fund Management (CFM)
145
Capital Fund Management (CFM)
France
$803K +$803K +20,000 New
PAM
146
Premier Asset Management
Illinois
$788K – – –
WAM
147
World Asset Management
Michigan
$733K -$243K -6,048 -25%
MML Investors Services
148
MML Investors Services
Massachusetts
$730K +$73.5K +1,832 +11%
HSA
149
HBK Sorce Advisory
Pennsylvania
$723K – – –
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$712K -$586K -14,734 -45%
4 5
6
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