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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 %
BNP Paribas Asset Management
151
BNP Paribas Asset Management
France
$703K -$90.9K -2,265 -11%
LPL Financial
152
LPL Financial
California
$674K -$124K -3,088 -16%
MF
153
Magnetar Financial
Illinois
$648K -$314K -7,805 -33%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$622K -$24.2K -601 -4%
RFC
155
Regions Financial Corp
Alabama
$621K +$6.83K +170 +1%
CAM
156
Claret Asset Management
Quebec, Canada
$589K -$39.1K -972 -6%
Twin Tree Management
157
Twin Tree Management
Texas
$587K +$587K +14,619 New
William Blair & Company
158
William Blair & Company
Illinois
$583K – – –
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$563K -$2.69M -51,363 -83%
JPMPWA
160
J.P. Morgan Private Wealth Advisors
California
$542K -$14K -348 -3%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$542K +$75.3K +1,875 +16%
AG
162
Advisor Group
Arizona
$499K +$241 +6 +0%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$493K -$1.24K -31 -0.3%
Creative Planning
164
Creative Planning
Kansas
$477K +$1.28K +32 +0.3%
BCM
165
BlueCrest Capital Management
Jersey
$450K +$450K +11,219 New
Geode Capital Management
166
Geode Capital Management
Massachusetts
$448K -$14.9M -371,707 -97%
RE
167
RBC Europe
United Kingdom
$424K -$44.6K -1,112 -10%
ECM
168
Element Capital Management
New York
$423K +$423K +10,548 New
KJHP
169
K.J. Harrison & Partners
Ontario, Canada
$412K +$66.3K +1,650 +19%
WCA
170
Waratah Capital Advisors
Ontario, Canada
$410K +$410K +10,208 New
LWCFA
171
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$401K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$394K +$53.5K +1,330 +16%
ClearBridge Investments
173
ClearBridge Investments
New York
$361K – – –
LNWWM
174
Laird Norton Wetherby Wealth Management
California
$360K +$17.1K +426 +5%
DIM
175
DC Investments Management
Virginia
$358K -$9.35K -233 -3%
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7
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