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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 %
BIAS
176
Beacon Investment Advisory Services
New Jersey
$349K +$23.4K +584 +7%
TU
177
TDAM USA
Ontario, Canada
$345K – – –
RSS
178
Rosenblum Silverman Sutton
California
$340K – – –
WF
179
Welch & Forbes
Massachusetts
$329K – – –
CAM
180
Cozad Asset Management
Illinois
$329K +$329K +8,199 New
CI
181
Cigna Investments
Connecticut
$327K – – –
N
182
Natixis
France
$325K +$325K +8,101 New
RJA
183
Raymond James & Associates
Florida
$319K +$81.7K +2,030 +34%
FWIA
184
Fort Washington Investment Advisors
Ohio
$316K – – –
FNT
185
First National Trust
Pennsylvania
$311K – – –
HighTower Advisors
186
HighTower Advisors
Illinois
$301K – – –
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$301K +$6.55K +163 +2%
FTIOP
188
Fiduciary Trust International of Pennsylvania
Pennsylvania
$300K +$19.4K +483 +7%
NB
189
Northwest Bancshares
Pennsylvania
$298K -$8.02K -200 -3%
AFP
190
Ausdal Financial Partners
Iowa
$292K – – –
PCM
191
Parsons Capital Management
Rhode Island
$281K – – –
NA
192
Neuburgh Advisers
California
$276K – – –
UC
193
Unio Capital
New Jersey
$269K +$5.61K +140 +2%
ONB
194
Old National Bancorp
Indiana
$268K -$1.29K -32 -0.5%
HAIM
195
Hunter Associates Investment Management
Pennsylvania
$261K – – –
SCM
196
Stonebridge Capital Management
California
$260K – – –
SCC
197
Spring Creek Capital
Kansas
$256K +$256K +6,374 New
FCI
198
Financial Counselors Inc
Kansas
$251K -$682 -17 -0.3%
NFG
199
Next Financial Group
Texas
$247K – – –
HCM
200
Heathbridge Capital Management
Ontario, Canada
$241K -$28.1K -700 -10%
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8
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