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Sun Life Financial
SLF

Overview Fund Activity

305 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
6.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
91
Reduced
102
Closed
23
Calls
$56.6M
Puts
$15.4M
Net Calls
+$41.2M
Net Calls Change
+$34.2M

Top Buyers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$82.4M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$546M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$38.7M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$245M
5
Franklin Resources
5
Franklin Resources
California
$115M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$233M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$32.4M
3
Canada Life
3
Canada Life
Manitoba, Canada
$226M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$165M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
201
City Holding Co
West Virginia
$221K -$57.5K -1,500 -21%
LOAME
202
Lombard Odier Asset Management (Europe)
United Kingdom
$215K – – –
ASN
203
Advisory Services Network
Georgia
$211K +$5.95K +155 +3%
ECM
204
Evergreen Capital Management
Washington
$211K +$211K +5,497 New
ST
205
Smithfield Trust
Pennsylvania
$207K – – –
DIM
206
DC Investments Management
Virginia
$206K +$206K +5,354 New
Ameriprise
207
Ameriprise
Minnesota
$204K +$202K +5,237 +8,183%
TAM
208
Tyers Asset Management
Texas
$201K – – –
TL
209
TrueWealth LLC
Georgia
$194K – – –
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$186K +$150K +2,909 +416%
FBT
211
First Bank & Trust
South Dakota
$185K – – –
GWM
212
Geneos Wealth Management
Colorado
$181K +$11.5K +300 +7%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$172K +$14.5K +378 +9%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$169K – – –
S
215
SignatureFD
Georgia
$168K +$36.6K +953 +28%
RCM
216
Riverhead Capital Management
Delaware
$162K – – –
WAM
217
Wealthspire Advisors (Maryland)
Maryland
$162K – – –
GHCM
218
Glen Harbor Capital Management
California
$146K – – –
AAM
219
Advisors Asset Management
Colorado
$144K +$21.8K +568 +18%
SIC
220
Salem Investment Counselors
North Carolina
$119K +$119K +3,000 New
FHA
221
First Horizon Advisors
Tennessee
$115K – – –
IBOK
222
Independence Bank of Kentucky
Kentucky
$109K – – –
DSC
223
Duncker Streett & Co
Missouri
$94K – – –
VanEck Associates
224
VanEck Associates
New York
$90K +$115 +3 +0.1%
EWM
225
Executive Wealth Management
Michigan
$82K – – –
7 8
9
10 11