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Sun Life Financial
SLF

Overview Fund Activity

229 hedge funds and large institutions have $8.29B invested in Sun Life Financial in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
35
Increased
67
Reduced
70
Closed
28
Calls
$26.6M
Puts
$7.78M
Net Calls
+$18.9M
Net Calls Change
+$5.76M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.5M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$600M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$553M
2
SI
Sentry Investments
Ontario, Canada
$37.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$257M
4
BCM
Barometer Capital Management
Ontario, Canada
$18.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPBT
226
Boston Private Bank & Trust
Massachusetts
$4K – – –
MWP
227
MYCIO Wealth Partners
Pennsylvania
$2K – – –
FNBT
228
FineMark National Bank & Trust
Florida
$2K – – –
IPC
229
Independent Portfolio Consultants
Florida
$1K +$1K +33 New
O
230
OppenheimerFunds
New York
– -$8.11M -224,845 Closed
MTB
231
Mizuho Trust & Banking
Japan
– -$9.24M -220,511 Closed
ACM
232
Aviance Capital Management
Florida
– -$5.89M -163,312 Closed
Fiera Capital (Canada)
233
Fiera Capital (Canada)
Quebec, Canada
– -$5.64M -156,280 Closed
BAPIM
234
British Airways Pensions Investment Management
United Kingdom
– -$5.2M -144,000 Closed
MSA
235
Mason Street Advisors
Wisconsin
– -$3.1M -86,000 Closed
Arrowstreet Capital
236
Arrowstreet Capital
Massachusetts
– -$2.8M -77,384 Closed
CA
237
Commerzbank Aktiengesellschaft
Germany
– -$2.06M -57,059 Closed
WCA
238
Waratah Capital Advisors
Ontario, Canada
– -$1.53M -42,400 Closed
RJA
239
Raymond James & Associates
Florida
– -$1.23M -33,951 Closed
PP
240
Paloma Partners
Connecticut
– -$980K -27,162 Closed
SCM
241
Stevens Capital Management
Pennsylvania
– -$783K -21,721 Closed
Acadian Asset Management
242
Acadian Asset Management
Massachusetts
– -$696K -19,200 Closed
CCMG
243
Clark Capital Management Group
Pennsylvania
– -$523K -14,517 Closed
LPL Financial
244
LPL Financial
California
– -$263K -7,293 Closed
HTC
245
Haverford Trust Company
Pennsylvania
– -$239K -6,636 Closed
1SB
246
1ST Source Bank
Indiana
– -$229K -6,349 Closed
IG
247
ING Group
Netherlands
– -$225K -6,221 Closed
HFM
248
Hartford Financial Management
Connecticut
– -$46K -1,300 Closed
NPC
249
National Planning Corporation
California
– -$41.5K -1,208 Closed
RC
250
RegentAtlantic Capital
New Jersey
– -$29.6K -820 Closed
7 8 9
10
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