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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
+$203M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$171M
3
Norges Bank
Norges Bank
Norway
+$125M
4
Fidelity International
Fidelity International
Bermuda
+$64.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$50.9M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
-$120M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$80.1M
3
MSE
MUFG Securities EMEA
United Kingdom
-$65.2M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$31.2M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
126
LPL Financial
California
$1.56M +$385K +8,594 +33%
UA
127
Unison Advisors
District of Columbia
$1.55M +$11.4K +255 +0.7%
AC
128
Addenda Capital
Quebec, Canada
$1.54M – – –
PAM
129
Premier Asset Management
Illinois
$1.47M – – –
US Bancorp
130
US Bancorp
Minnesota
$1.45M -$105K -2,341 -7%
Millennium Management
131
Millennium Management
New York
$1.44M +$858K +19,153 +148%
JAM
132
JCIC Asset Management
Ontario, Canada
$1.41M -$178K -3,980 -11%
CA
133
Commerzbank Aktiengesellschaft
Germany
$1.34M -$203K -4,534 -13%
CP
134
Cumberland Partners
Ontario, Canada
$1.32M +$100K +2,235 +8%
Nordea Investment Management
135
Nordea Investment Management
Sweden
$1.27M +$40.4K +900 +3%
M&T Bank
136
M&T Bank
New York
$1.21M -$21.4K -479 -2%
Financial Engines Advisors
137
Financial Engines Advisors
California
$1.17M +$230K +5,136 +25%
PIC
138
PCJ Investment Counsel
Ontario, Canada
$1.13M -$15.9M -354,763 -93%
CQS
139
Credential Qtrade Securities
$1.08M -$5.1K -114 -0.5%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$1.08M +$38.9K +869 +4%
DZ Bank
141
DZ Bank
Germany
$1.05M -$2.04M -45,686 -66%
HBT
142
Hills Bank & Trust
Iowa
$986K – – –
Capital World Investors
143
Capital World Investors
California
$885K +$885K +19,800 New
BC
144
Burney Company
Virginia
$853K +$430K +9,591 +102%
RJA
145
Raymond James & Associates
Florida
$810K -$219K -4,889 -21%
HSA
146
HBK Sorce Advisory
Pennsylvania
$807K – – –
RJFSA
147
Raymond James Financial Services Advisors
Florida
$710K -$269 -6 -0%
NIPH
148
NN Investment Partners Holdings
Netherlands
$698K -$1.06M -23,694 -60%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$691K +$129K +2,873 +23%
AG
150
Advisor Group
Arizona
$685K +$66.3K +1,477 +11%
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