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Sun Life Financial
SLF

Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Sun Life Financial in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+25
Holders Change %
+9.96%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
54
Increased
81
Reduced
96
Closed
24
Calls
$33.9M
Puts
$7.69M
Net Calls
+$26.2M
Net Calls Change
+$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$618M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$660M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$109M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78M
5
Canada Life
Canada Life
Manitoba, Canada
$263M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
$202M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$298M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
226
AssetMark Inc
California
$73K +$26.3K +680 +56%
TRCT
227
Tower Research Capital (TRC)
New York
$72K +$24K +626 +50%
PCTC
228
Perkins Coie Trust Company
Washington
$71K – – –
AAM
229
Advisors Asset Management
Colorado
$71K +$3.01K +78 +4%
AIM
230
Advantage Investment Management
Iowa
$61K – – –
LWA
231
Lowe Wealth Advisors
Maryland
$60K +$76 +2 +0.1%
SFPIA
232
Stevens First Principles Investment Advisors
California
$57K – – –
DADC
233
D.A. Davidson & Co
Montana
$55K +$76 +2 +0.1%
MFS
234
MSI Financial Services
Massachusetts
$46K -$64.7K -1,685 -58%
Bessemer Group
235
Bessemer Group
New Jersey
$46K +$46K +1,196 New
ClearBridge Investments
236
ClearBridge Investments
New York
$45K – – –
OC
237
Oakworth Capital
Alabama
$44K – – –
ZB
238
Zions Bancorporation
Utah
$44K – – –
MPWT
239
MassMutual Private Wealth & Trust
Connecticut
$35.5K +$35.5K +924 New
First Manhattan
240
First Manhattan
New York
$34K – – –
MFW
241
Mosaic Family Wealth
Missouri
$34K – – –
SF
242
Synovus Financial
Georgia
$25K – – –
FANJ
243
Financial Architects (New Jersey)
New Jersey
$21K +$21K +550 New
GAM
244
Gemmer Asset Management
California
$19K – – –
SA
245
SRH Advisors
Kansas
$19K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$19K – – –
MA
247
MCF Advisors
Kentucky
$19K – – –
FCB
248
First Command Bank
Texas
$19K +$19K +500 New
FCFS
249
First Command Financial Services
Texas
$19K +$19K +500 New
IWM
250
IHT Wealth Management
Illinois
$17K +$17K +440 New
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