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Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $10.6B invested in Sun Life Financial in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+26
Holders Change %
+9.32%
% of All Funds
6.93%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
40
Increased
87
Reduced
90
Closed
13
Calls
$53.2M
Puts
$17.4M
Net Calls
+$35.7M
Net Calls Change
-$6.87M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$318M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$85.5M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$223M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$919M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$393M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$179M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.35M
3
CIBC Asset Management
3
CIBC Asset Management
Ontario, Canada
$242M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$31.1M
5
Citadel Advisors
5
Citadel Advisors
Florida
$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
201
K.J. Harrison & Partners
Ontario, Canada
$216K -$853K -20,544 -80%
TRCT
202
Tower Research Capital (TRC)
New York
$214K -$718K -17,447 -77%
LOAMS
203
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K – – –
GT
204
Glenmede Trust
Pennsylvania
$209K +$5.52K +134 +3%
WS
205
Wedbush Securities
California
$200K +$200K +4,850 New
FBT
206
First Bank & Trust
South Dakota
$199K – – –
QI
207
QS Investors
New York
$197K +$28.9K +700 +17%
RA
208
Rational Advisors
New York
$187K – – –
TAM
209
Tyers Asset Management
Texas
$183K – – –
GWM
210
Geneos Wealth Management
Colorado
$182K – – –
WAM
211
Wealthspire Advisors (Maryland)
Maryland
$182K +$700 +17 +0.4%
RCM
212
Riverhead Capital Management
Delaware
$149K – – –
GHCM
213
Glen Harbor Capital Management
California
$133K – – –
SIC
214
Salem Investment Counselors
North Carolina
$124K +$124K +3,000 New
HNB
215
Huntington National Bank
Ohio
$123K -$578 -14 -0.5%
FHA
216
First Horizon Advisors
Tennessee
$123K – – –
IBOK
217
Independence Bank of Kentucky
Kentucky
$117K +$117K +2,844 New
IA
218
IFP Advisors
Florida
$115K -$297K -7,182 -72%
JAM
219
JCIC Asset Management
Ontario, Canada
$111K -$30.8K -750 -22%
CCM
220
Cribstone Capital Management
Maine
$107K – – –
DSC
221
Duncker Streett & Co
Missouri
$101K – – –
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$100K +$3.83K +93 +4%
AssetMark Inc
223
AssetMark Inc
California
$86K +$53.6K +1,296 +166%
AIM
224
Advantage Investment Management
Iowa
$83K +$17.1K +412 +26%
AAM
225
Advisors Asset Management
Colorado
$80K +$3.09K +75 +4%
7 8
9
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