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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.

New
Increased
Maintained
Reduced
Closed
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 %
LOAMS
176
Lombard Odier Asset Management (Switzerland)
Switzerland
$328K +$114K +2,159 +53%
FWIA
177
Fort Washington Investment Advisors
Ohio
$324K -$10.2K -249 -3%
FNT
178
First National Trust
Pennsylvania
$318K – – –
NB
179
Northwest Bancshares
Pennsylvania
$314K – – –
HighTower Advisors
180
HighTower Advisors
Illinois
$308K +$92.3K +2,244 +43%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$301K -$52.3K -1,274 -15%
AFP
182
Ausdal Financial Partners
Iowa
$299K -$11.7K -284 -4%
LOAME
183
Lombard Odier Asset Management (Europe)
United Kingdom
$296K -$33.8K -639 -10%
ACA
184
Atlas Capital Advisors
Wyoming
$294K +$294K +7,149 New
PCM
185
Parsons Capital Management
Rhode Island
$288K – – –
FTIOP
186
Fiduciary Trust International of Pennsylvania
Pennsylvania
$288K – – –
NA
187
Neuburgh Advisers
California
$283K – – –
T
188
TOBAM
France
$279K -$1.23M -30,000 -82%
ONB
189
Old National Bancorp
Indiana
$276K -$6.51K -158 -2%
HCM
190
Heathbridge Capital Management
Ontario, Canada
$274K – – –
UC
191
Unio Capital
New Jersey
$270K -$108K -2,640 -29%
BCM
192
Bayesian Capital Management
New York
$269K +$269K +6,543 New
HAIM
193
Hunter Associates Investment Management
Pennsylvania
$267K -$41.1K -1,000 -13%
SCM
194
Stonebridge Capital Management
California
$263K – – –
FCI
195
Financial Counselors Inc
Kansas
$258K -$3.41K -83 -1%
NFG
196
Next Financial Group
Texas
$253K -$1.23K -30 -0.5%
RJA
197
Raymond James & Associates
Florida
$242K -$141K -3,433 -37%
PA
198
Pinnacle Associates
New York
$233K – – –
FCM
199
Flinton Capital Management
Pennsylvania
$233K – – –
PAG
200
Private Advisor Group
New Jersey
$224K +$224K +5,453 New
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8
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