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Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
6.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
91
Reduced
102
Closed
23
Calls
$56.6M
Puts
$15.4M
Net Calls
+$41.2M
Net Calls Change
+$34.2M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$82.4M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$546M
3
Two Sigma Investments
Two Sigma Investments
New York
$38.7M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$245M
5
Franklin Resources
Franklin Resources
California
$115M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$233M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
$32.4M
3
Canada Life
Canada Life
Manitoba, Canada
$226M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$165M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
176
Welch & Forbes
Massachusetts
$314K – – –
NA
177
Neuburgh Advisers
California
$311K – – –
JPMPWA
178
J.P. Morgan Private Wealth Advisors
California
$311K +$5.54K +144 +2%
FWIA
179
Fort Washington Investment Advisors
Ohio
$303K – – –
PAG
180
Private Advisor Group
New Jersey
$301K -$14.7K -383 -5%
FNT
181
First National Trust
Pennsylvania
$297K – – –
Squarepoint
182
Squarepoint
New York
$289K +$289K +7,512 New
Creative Planning
183
Creative Planning
Kansas
$286K -$170K -4,426 -37%
CAM
184
Cozad Asset Management
Illinois
$286K – – –
FTIOP
185
Fiduciary Trust International of Pennsylvania
Pennsylvania
$286K – – –
NB
186
Northwest Bancshares
Pennsylvania
$274K – – –
PCM
187
Parsons Capital Management
Rhode Island
$266K – – –
SDJVC
188
St. Denis J. Villere & Co
Louisiana
$263K +$263K +6,857 New
ONB
189
Old National Bancorp
Indiana
$261K +$653 +17 +0.3%
FCM
190
Flinton Capital Management
Pennsylvania
$256K – – –
SCM
191
Stonebridge Capital Management
California
$250K – – –
HCM
192
Heathbridge Capital Management
Ontario, Canada
$246K – – –
BC
193
Burney Company
Virginia
$245K +$245K +6,366 New
GT
194
Greenleaf Trust
Michigan
$244K -$17.3K -449 -7%
UC
195
Unio Capital
New Jersey
$244K -$115 -3 -0%
PA
196
Pinnacle Associates
New York
$236K – – –
VOYA Investment Management
197
VOYA Investment Management
Georgia
$233K +$233K +6,073 New
TI
198
Trexquant Investment
Connecticut
$230K -$8.76K -228 -4%
AAS
199
Avantax Advisory Services
Texas
$230K +$230K +5,997 New
FCI
200
Financial Counselors Inc
Kansas
$226K -$14.3K -372 -6%
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