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Sun Life Financial
SLF

Overview Fund Activity

301 hedge funds and large institutions have $8.32B invested in Sun Life Financial in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-13
Holders Change %
-4.14%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
40
Increased
94
Reduced
98
Closed
52
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.91M
Net Calls Change
-$3.21M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$288M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.37B
3
BGC
3
Beutel, Goodman & Co
Ontario, Canada
$426M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$30.2M
5
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$283M

Top Sellers

1
Toronto Dominion Bank
1
Toronto Dominion Bank
Ontario, Canada
$91.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$347M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$179M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$146K – – –
GWM
202
Geneos Wealth Management
Colorado
$143K – – –
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$140K -$366 -11 -0.3%
LTFS
204
Ladenburg Thalmann Financial Services
Florida
$137K +$26.8K +802 +24%
GHCM
205
Glen Harbor Capital Management
California
$133K -$41K -1,200 -24%
S
206
SignatureFD
Georgia
$113K +$40.6K +1,227 +56%
AAM
207
Advisors Asset Management
Colorado
$106K +$15.1K +455 +17%
FHA
208
First Horizon Advisors
Tennessee
$100K – – –
IBOK
209
Independence Bank of Kentucky
Kentucky
$94K – – –
IA
210
IFP Advisors
Florida
$93K +$1.86K +57 +2%
DSC
211
Duncker Streett & Co
Missouri
$81K -$119K -3,579 -59%
VanEck Associates
212
VanEck Associates
New York
$78K +$20.7K +619 +36%
HNB
213
Huntington National Bank
Ohio
$73K -$500 -15 -0.7%
AIM
214
Advantage Investment Management
Iowa
$71K +$4.76K +144 +7%
EWM
215
Executive Wealth Management
Michigan
$71K +$71K +2,140 New
CCM
216
Cribstone Capital Management
Maine
$68K – – –
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$65K – – –
CAL
218
Capital Advisors Ltd
Ohio
$63K – – –
PCTC
219
Perkins Coie Trust Company
Washington
$62K – – –
ACA
220
Atlas Capital Advisors
Wyoming
$57.8K -$563K -16,972 -91%
NSIM
221
North Star Investment Management
Illinois
$56K – – –
CC
222
Claybrook Capital
Massachusetts
$56K +$56K +1,696 New
WDL
223
Well Done LLC
Michigan
$56K +$56K +1,696 New
AF
224
Allworth Financial
California
$54K – – –
PCP
225
Proficio Capital Partners
Massachusetts
$54K +$40.8K +1,235 +308%
7 8
9
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