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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 %
GRP
251
Global Retirement Partners
California
$16K +$16K +417 New
WIM
252
Westside Investment Management
California
$14.1K +$14.1K +355 New
FMII
253
Farmers & Merchants Investments Inc
Nebraska
$12K -$1.51K -39 -11%
DOA
254
D'Orazio & Associates
Virginia
$12K – – –
PC
255
PhiloSmith Capital
Connecticut
$12K +$12K +300 New
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$11K – – –
BFEC
257
Benjamin F. Edwards & Company
Missouri
$11K – – –
LIA
258
LS Investment Advisors
Michigan
$11K – – –
QCG
259
Quadrant Capital Group
Ohio
$11K +$516 +18 +5%
PCP
260
Proficio Capital Partners
Massachusetts
$11K +$2.04K +53 +23%
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$6.99K -179 -47%
CTC
262
Central Trust Company
Missouri
$8K – – –
FAN
263
Financial Advisors Network
California
$7.87K +$7.87K +200 New
WA
264
Winfield Associates
Ohio
$7K +$1.56K +40 +29%
DVM
265
Dreman Value Management
Florida
$6K -$38.5K -937 -87%
AA
266
Ancora Advisors
Ohio
$6K +$6K +148 New
BIG
267
Bellwether Investment Group
Tennessee
$6K +$6K +150 New
KTC
268
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
KF
269
Krilogy Financial
Missouri
$5K – – –
FAM
270
Fred Alger Management
New York
$5K +$5K +134 New
PWM
271
Perigon Wealth Management
California
$5K +$5K +139 New
WC
272
Whitnell & Co
Illinois
$4K – – –
Envestnet Asset Management
273
Envestnet Asset Management
Illinois
$4K +$4K +112 New
RFA
274
Reilly Financial Advisors
California
$3K – – –
EWM
275
Evercore Wealth Management
New York
$3K +$3K +73 New
8 9 10
11
12