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Sun Life Financial
SLF

Overview Fund Activity

270 hedge funds and large institutions have $9.28B invested in Sun Life Financial in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+4
Holders Change %
+1.5%
% of All Funds
6.74%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.2%
New
28
Increased
90
Reduced
96
Closed
23
Calls
$62.3M
Puts
$15.4M
Net Calls
+$46.9M
Net Calls Change
+$33.1M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$327M
2
Norges Bank
2
Norges Bank
Norway
$138M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$244M
4
Citadel Advisors
4
Citadel Advisors
Florida
$66.6M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$31.7M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$106M
2
Toronto Dominion Bank
2
Toronto Dominion Bank
Ontario, Canada
$277M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$457M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$253M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
151
Financial Engines Advisors
California
$507K -$28K -784 -5%
RFC
152
Regions Financial Corp
Alabama
$504K -$6.26K -175 -1%
AG
153
Advisor Group
Arizona
$454K +$113K +3,165 +33%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$427K +$121K +3,377 +39%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$406K -$1.64K -46 -0.4%
PSUF
156
People's United Financial
Connecticut
$401K +$176K +4,930 +78%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$397K -$59.3K -1,657 -13%
Axa
158
Axa
France
$383K -$1.08M -30,300 -74%
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$383K – – –
IA
160
IFP Advisors
Florida
$359K -$130K -3,624 -27%
Creative Planning
161
Creative Planning
Kansas
$355K – – –
RJA
162
Raymond James & Associates
Florida
$345K -$357 -10 -0.1%
Simplex Trading
163
Simplex Trading
Illinois
$333K +$333K +9,323 New
FTIOP
164
Fiduciary Trust International of Pennsylvania
Pennsylvania
$330K +$50.4K +1,350 +18%
ONB
165
Old National Bancorp
Indiana
$326K -$28.3K -791 -8%
LOAME
166
Lombard Odier Asset Management (Europe)
United Kingdom
$317K – – –
GAM
167
Gotham Asset Management
New York
$315K +$24.4K +683 +8%
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$308K -$18.9K -529 -6%
TU
169
TDAM USA
Ontario, Canada
$307K +$28.6K +800 +10%
CB
170
Commerce Bank
Missouri
$302K – – –
FWIA
171
Fort Washington Investment Advisors
Ohio
$291K – – –
WF
172
Welch & Forbes
Massachusetts
$288K – – –
HAIM
173
Hunter Associates Investment Management
Pennsylvania
$286K – – –
AFP
174
Ausdal Financial Partners
Iowa
$285K -$41.1K -1,149 -13%
LNWWM
175
Laird Norton Wetherby Wealth Management
California
$278K +$11.3K +317 +4%
5 6
7
8 9