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Sun Life Financial
SLF

Overview Fund Activity

307 hedge funds and large institutions have $10.9B invested in Sun Life Financial in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+2
Holders Change %
+0.66%
% of All Funds
7.05%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
29
Increased
86
Reduced
98
Closed
25
Calls
$37.3M
Puts
$13.9M
Net Calls
+$23.4M
Net Calls Change
-$12.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$604M
2
Franklin Resources
Franklin Resources
California
$88.3M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$392M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$262M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$556M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$558K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.82B
3
Norges Bank
Norges Bank
Norway
$139M
4
IIM
Intact Investment Management
Quebec, Canada
$1.67M
5
AII
AGF Investments Inc
Ontario, Canada
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
201
Smithfield Trust
Pennsylvania
$222K – – –
VOYA Investment Management
202
VOYA Investment Management
Georgia
$220K -$252K -6,144 -53%
ASN
203
Advisory Services Network
Georgia
$215K -$8.2K -199 -4%
PSUF
204
People's United Financial
Connecticut
$212K -$212K -5,150 -50%
GT
205
Glenmede Trust
Pennsylvania
$209K – – –
NAM
206
North American Management
Massachusetts
$208K -$187K -4,550 -47%
TL
207
TrueWealth LLC
Georgia
$208K +$208K +5,050 New
FBT
208
First Bank & Trust
South Dakota
$198K – – –
QI
209
QS Investors
New York
$196K – – –
RA
210
Rational Advisors
New York
$187K – – –
TAM
211
Tyers Asset Management
Texas
$183K – – –
WAM
212
Wealthspire Advisors (Maryland)
Maryland
$182K – – –
GWM
213
Geneos Wealth Management
Colorado
$181K – – –
RCM
214
Riverhead Capital Management
Delaware
$148K – – –
GHCM
215
Glen Harbor Capital Management
California
$133K – – –
LTFS
216
Ladenburg Thalmann Financial Services
Florida
$133K +$33.2K +807 +33%
FHA
217
First Horizon Advisors
Tennessee
$123K – – –
HNB
218
Huntington National Bank
Ohio
$122K -$288 -7 -0.2%
SIC
219
Salem Investment Counselors
North Carolina
$122K – – –
IBOK
220
Independence Bank of Kentucky
Kentucky
$117K – – –
LWA
221
Lenox Wealth Advisors
New York
$116K +$99.8K +2,435 +616%
S
222
SignatureFD
Georgia
$116K +$116K +2,831 New
IA
223
IFP Advisors
Florida
$115K – – –
CCM
224
Cribstone Capital Management
Maine
$107K – – –
DSC
225
Duncker Streett & Co
Missouri
$100K – – –
7 8
9
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