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Sun Life Financial
SLF

Overview Fund Activity

301 hedge funds and large institutions have $8.32B invested in Sun Life Financial in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-13
Holders Change %
-4.14%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
40
Increased
94
Reduced
98
Closed
52
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.91M
Net Calls Change
-$3.21M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.37B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$426M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$30.2M
5
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$283M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$91.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$347M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$1.01M -$71.6K -2,159 -7%
CQS
127
Credential Qtrade Securities
$973K -$5.52K -167 -0.6%
RSS
128
Rosenblum Silverman Sutton
California
$900K +$585K +15,788 +186%
BAM
129
Blueshift Asset Management
New Jersey
$890K +$890K +26,807 New
CP
130
Cumberland Partners
Ontario, Canada
$867K -$198K -5,956 -19%
PAM
131
Premier Asset Management
Illinois
$854K -$29K -875 -3%
Geode Capital Management
132
Geode Capital Management
Massachusetts
$850K +$399K +12,039 +89%
Financial Engines Advisors
133
Financial Engines Advisors
California
$745K -$64.1K -1,932 -8%
HBT
134
Hills Bank & Trust
Iowa
$730K – – –
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$623K +$623K +18,775 New
HSA
136
HBK Sorce Advisory
Pennsylvania
$597K – – –
CSS
137
Cubist Systematic Strategies
Connecticut
$577K +$577K +17,381 New
MML Investors Services
138
MML Investors Services
Massachusetts
$555K -$40.5K -1,218 -7%
AL
139
AJO LP
Pennsylvania
$546K -$792K -23,860 -59%
William Blair & Company
140
William Blair & Company
Illinois
$535K +$70K +2,110 +15%
PP
141
Paloma Partners
Connecticut
$508K +$508K +15,300 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$495K +$21.2K +638 +4%
ZIG
143
Zurich Insurance Group
Switzerland
$480K -$1.21M -36,447 -72%
CAM
144
Claret Asset Management
Quebec, Canada
$473K -$13.9K -418 -3%
RFC
145
Regions Financial Corp
Alabama
$456K – – –
AG
146
Advisor Group
Arizona
$429K +$16K +483 +4%
RE
147
RBC Europe
United Kingdom
$414K +$48.1K +1,448 +13%
Creative Planning
148
Creative Planning
Kansas
$394K -$1.33K -40 -0.3%
GIBU
149
Gulf International Bank (UK)
United Kingdom
$388K +$21.5K +650 +6%
Wellington Management Group
150
Wellington Management Group
Massachusetts
$385K -$3.53M -106,498 -90%
4 5
6
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