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Sun Life Financial
SLF

Overview Fund Activity

306 hedge funds and large institutions have $10.3B invested in Sun Life Financial in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
7.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
96
Reduced
87
Closed
29
Calls
$87M
Puts
$9.42M
Net Calls
+$77.6M
Net Calls Change
+$54.2M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$459M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$301M
3
CAM
Cidel Asset Management
Ontario, Canada
$39.9M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$224M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$136M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.53B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$427M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$238M
5
CIBC World Market
CIBC World Market
Ontario, Canada
$343M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Pinnacle Associates
New York
$227K – – –
FCM
202
Flinton Capital Management
Pennsylvania
$227K – – –
LOAME
203
Lombard Odier Asset Management (Europe)
United Kingdom
$225K – – –
VOYA Investment Management
204
VOYA Investment Management
Georgia
$222K +$6.6K +164 +3%
GCA
205
Gideon Capital Advisors
New York
$218K +$218K +5,438 New
VI
206
Versor Investments
New York
$217K +$217K +5,400 New
ST
207
Smithfield Trust
Pennsylvania
$216K – – –
DR
208
Davis Rea
Ontario, Canada
$216K +$216K +5,373 New
ASN
209
Advisory Services Network
Georgia
$215K +$3.21K +79 +2%
Ameriprise
210
Ameriprise
Minnesota
$213K +$213K +5,301 New
GT
211
Glenmede Trust
Pennsylvania
$210K +$6.03K +150 +3%
EVM
212
Eaton Vance Management
Massachusetts
$205K +$205K +5,105 New
NAM
213
North American Management
Massachusetts
$203K – – –
TL
214
TrueWealth LLC
Georgia
$203K – – –
FBT
215
First Bank & Trust
South Dakota
$194K – – –
QI
216
QS Investors
New York
$192K – – –
RA
217
Rational Advisors
New York
$182K – – –
TCM
218
Tuttle Capital Management
Connecticut
$182K +$182K +4,538 New
TAM
219
Tyers Asset Management
Texas
$178K – – –
GWM
220
Geneos Wealth Management
Colorado
$177K – – –
Daiwa Securities Group
221
Daiwa Securities Group
Japan
$177K +$177K +4,400 New
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$169K -$8.01K -200 -5%
RCM
223
Riverhead Capital Management
Delaware
$144K – – –
WT
224
Washington Trust
Rhode Island
$136K +$136K +3,404 New
LTFS
225
Ladenburg Thalmann Financial Services
Florida
$133K – – –
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9
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