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Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $11.7B invested in Sun Life Financial in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 99 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+5
Holders Change %
+1.66%
% of All Funds
6.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
30
Increased
99
Reduced
91
Closed
21
Calls
$79.3M
Puts
$19.9M
Net Calls
+$59.4M
Net Calls Change
+$27.2M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$674M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$344M
3
Norges Bank
Norges Bank
Norway
$444M
4
Fidelity International
Fidelity International
Bermuda
$570M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.3M

Top Sellers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$787M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$120M
3
MSE
MUFG Securities EMEA
United Kingdom
$28M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$282M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$308M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$357K -$2.38K -53 -0.7%
O
177
Ossiam
France
$353K +$353K +7,900 New
ONB
178
Old National Bancorp
Indiana
$350K +$25K +559 +8%
FNT
179
First National Trust
Pennsylvania
$347K – – –
Capital International Investors
180
Capital International Investors
California
$344K +$344K +7,700 New
CAM
181
Cozad Asset Management
Illinois
$337K +$6.72K +150 +2%
FWIA
182
Fort Washington Investment Advisors
Ohio
$333K – – –
FTIOP
183
Fiduciary Trust International of Pennsylvania
Pennsylvania
$333K – – –
FCM
184
Flinton Capital Management
Pennsylvania
$330K – – –
WAM
185
World Asset Management
Michigan
$322K -$64.9K -1,449 -17%
Wellington Management Group
186
Wellington Management Group
Massachusetts
$321K +$24.7K +551 +8%
NB
187
Northwest Bancshares
Pennsylvania
$320K – – –
FCI
188
Financial Counselors Inc
Kansas
$320K +$44.9K +1,002 +16%
DIM
189
DC Investments Management
Virginia
$319K -$33.5K -748 -10%
LWCFA
190
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$314K -$89.7K -2,000 -22%
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$314K +$17.3K +386 +6%
PCM
192
Parsons Capital Management
Rhode Island
$303K – – –
WA
193
Wambolt & Associates
Colorado
$298K -$12.6K -282 -4%
UC
194
Unio Capital
New Jersey
$298K +$13.2K +295 +5%
Ameriprise
195
Ameriprise
Minnesota
$294K -$13.1K -293 -4%
SCM
196
Stonebridge Capital Management
California
$291K – – –
HCM
197
Heathbridge Capital Management
Ontario, Canada
$287K – – –
AAS
198
Avantax Advisory Services
Texas
$285K -$16.8K -377 -6%
GT
199
Greenleaf Trust
Michigan
$284K – – –
PA
200
Pinnacle Associates
New York
$276K – – –
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