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Sun Life Financial
SLF

Overview Fund Activity

307 hedge funds and large institutions have $10.9B invested in Sun Life Financial in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 25 closing their positions.

Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
7.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
29
Increased
86
Reduced
98
Closed
25
Calls
$37.3M
Puts
$13.9M
Net Calls
+$23.4M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$604M
2
Franklin Resources
2
Franklin Resources
California
$88.3M
3
CIBC World Market
3
CIBC World Market
Ontario, Canada
$392M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$556M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$558K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.82B
3
Norges Bank
3
Norges Bank
Norway
$139M
4
IIM
4
Intact Investment Management
Quebec, Canada
$1.67M
5
AII
5
AGF Investments Inc
Ontario, Canada
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
151
MML Investors Services
Massachusetts
$673K +$140K +3,402 +26%
RJFSA
152
Raymond James Financial Services Advisors
Florida
$660K -$14.6K -356 -2%
CAM
153
Claret Asset Management
Quebec, Canada
$641K -$9.03K -220 -1%
RFC
154
Regions Financial Corp
Alabama
$629K – – –
William Blair & Company
155
William Blair & Company
Illinois
$597K – – –
Jane Street
156
Jane Street
New York
$584K +$232K +5,650 +66%
JPMPWA
157
J.P. Morgan Private Wealth Advisors
California
$570K -$47.1K -1,146 -8%
Citadel Advisors
158
Citadel Advisors
Florida
$558K -$70M -1,706,615 -99%
AG
159
Advisor Group
Arizona
$510K -$57.8K -1,406 -10%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$506K -$2.67K -65 -0.5%
Creative Planning
161
Creative Planning
Kansas
$488K -$1.93K -47 -0.4%
RE
162
RBC Europe
United Kingdom
$480K -$7.4K -180 -2%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$477K +$59.5K +1,449 +14%
TRCT
164
Tower Research Capital (TRC)
New York
$466K +$252K +6,142 +118%
FA
165
FDx Advisors
Illinois
$421K -$97.8K -2,381 -19%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$411K – – –
DIM
167
DC Investments Management
Virginia
$377K – – –
TU
168
TDAM USA
Ontario, Canada
$353K – – –
KJHP
169
K.J. Harrison & Partners
Ontario, Canada
$353K +$139K +3,400 +65%
LNWWM
170
Laird Norton Wetherby Wealth Management
California
$352K +$11.3K +275 +3%
RSS
171
Rosenblum Silverman Sutton
California
$349K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$348K +$246 +6 +0.1%
CI
173
Cigna Investments
Connecticut
$337K -$4.6K -112 -1%
WF
174
Welch & Forbes
Massachusetts
$336K – – –
BIAS
175
Beacon Investment Advisory Services
New Jersey
$334K +$32.2K +784 +11%
5 6
7
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