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Sun Life Financial
SLF

Overview Fund Activity

279 hedge funds and large institutions have $10.4B invested in Sun Life Financial in 2017 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 84 increasing their positions, 97 reducing their positions, and 19 closing their positions.

Holders
279
Holders Change
+9
Holders Change %
+3.33%
% of All Funds
6.97%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
33
Increased
84
Reduced
97
Closed
19
Calls
$59.3M
Puts
$16.7M
Net Calls
+$42.6M
Net Calls Change
-$4.28M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$105M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$413M
3
VLKIM
3
Van Lanschot Kempen Investment Management
Netherlands
$35.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$104M
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$843M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$244M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$357M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.81B
4
CIBC World Market
4
CIBC World Market
Ontario, Canada
$352M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$93.9M
Name Market Value Shares Shares
Change 		Shares
Change %
FBT
201
First Bank & Trust
South Dakota
$192K 4,828 – –
RA
202
Rational Advisors
New York
$181K 4,538 – –
TAM
203
Tyers Asset Management
Texas
$177K 4,444 – –
GWM
204
Geneos Wealth Management
Colorado
$175K 4,413 -450 -9%
WAM
205
Wealthspire Advisors (Maryland)
Maryland
$175K 4,403 -72 -2%
QI
206
QS Investors
New York
$162K 4,076 +98 +2%
RCM
207
Riverhead Capital Management
Delaware
$143K 3,600 – –
JAM
208
JCIC Asset Management
Ontario, Canada
$137K 3,451 +625 +22%
GHCM
209
Glen Harbor Capital Management
California
$129K 3,232 – –
HNB
210
Huntington National Bank
Ohio
$119K 2,991 -473 -14%
FHA
211
First Horizon Advisors
Tennessee
$119K 2,998 – –
CCM
212
Cribstone Capital Management
Maine
$103K 2,593 -1,878 -42%
Simplex Trading
213
Simplex Trading
Illinois
$97K 2,438 -6,885 -74%
DSC
214
Duncker Streett & Co
Missouri
$97K 2,441 – –
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$93K 2,336 +627 +37%
CAL
216
Capital Advisors Ltd
Ohio
$76K 1,903 – –
PCTC
217
Perkins Coie Trust Company
Washington
$74K 1,859 – –
AAM
218
Advisors Asset Management
Colorado
$74K 1,867 – –
OC
219
Oakworth Capital
Alabama
$69K 1,787 +6 +0.3%
NSIM
220
North Star Investment Management
Illinois
$67K 1,689 – –
AF
221
Allworth Financial
California
$65K 1,626 – –
Chevy Chase Trust
222
Chevy Chase Trust
Maryland
$65K 1,640 +1,640 New
AIM
223
Advantage Investment Management
Iowa
$63K 1,590 – –
SFPIA
224
Stevens First Principles Investment Advisors
California
$59K 1,480 – –
PMFA
225
Plante Moran Financial Advisors
Michigan
$57K 1,428 +1,172 +458%
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