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Sun Life Financial
SLF

Overview Fund Activity

266 hedge funds and large institutions have $9.73B invested in Sun Life Financial in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
6.63%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
26
Increased
71
Reduced
105
Closed
35
Calls
$36.8M
Puts
$23M
Net Calls
+$13.8M
Net Calls Change
-$12.5M

Top Buyers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$222M
2
AQR Capital Management
AQR Capital Management
Connecticut
$52M
3
GMI
Greystone Managed Investments
Saskatchewan, Canada
$52.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M
5
AII
AGF Investments Inc
Ontario, Canada
$42.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$405M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.68B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
226
ClearBridge Investments
New York
$42K -$401 -11 -0.9%
OC
227
Oakworth Capital
Alabama
$42K – – –
TSW
228
Thompson Siegel & Walmsley
Virginia
$39K +$39K +1,067 New
PRS
229
Pinkerton Retirement Specialists
Idaho
$36K +$36K +998 New
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$33.8K – – –
First Manhattan
231
First Manhattan
New York
$33K – – –
MFW
232
Mosaic Family Wealth
Missouri
$32K – – –
UWPG
233
Ullmann Wealth Partners Group
Florida
$31K +$31K +862 New
ZB
234
Zions Bancorporation
Utah
$30K -$12.4K -336 -29%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$20K – – –
FCB
236
First Command Bank
Texas
$19K – – –
FCFS
237
First Command Financial Services
Texas
$19K – – –
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
SA
239
SRH Advisors
Kansas
$18K – – –
GAM
240
Gemmer Asset Management
California
$18K – – –
QCG
241
Quadrant Capital Group
Ohio
$17K +$5.11K +165 +43%
SF
242
Synovus Financial
Georgia
$16K -$7.44K -206 -32%
IWM
243
IHT Wealth Management
Illinois
$16K +$36 +1 +0.2%
GRP
244
Global Retirement Partners
California
$15K – – –
Group One Trading
245
Group One Trading
Illinois
$15K +$15K +400 New
PCP
246
Proficio Capital Partners
Massachusetts
$14K +$4.77K +148 +52%
RFA
247
Reilly Financial Advisors
California
$13K +$9.88K +275 +316%
WIM
248
Westside Investment Management
California
$12.6K – – –
DOA
249
D'Orazio & Associates
Virginia
$12K – – –
Thrivent Financial for Lutherans
250
Thrivent Financial for Lutherans
Minnesota
$11K – – –
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