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Sun Life Financial
SLF

Overview Fund Activity

217 hedge funds and large institutions have $9.32B invested in Sun Life Financial in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
6.27%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
18
Increased
70
Reduced
78
Closed
15
Calls
$38.7M
Puts
$11.3M
Net Calls
+$27.4M
Net Calls Change
-$13M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$777M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.51B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$146M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$48.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$41.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$440M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$181M
4
IIM
Intact Investment Management
Quebec, Canada
$59.2M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$609K +$10K +290 +2%
OMCS
127
Old Mutual Customised Solutions
South Africa
$600K – – –
William Blair & Company
128
William Blair & Company
Illinois
$599K – – –
WCA
129
Waratah Capital Advisors
Ontario, Canada
$585K -$11.3M -325,300 -95%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$584K -$12.4K -357 -2%
PAM
131
Princeton Alpha Management
New Jersey
$540K -$41K -1,182 -7%
RFC
132
Regions Financial Corp
Alabama
$536K -$34.6K -1,000 -6%
PAM
133
Premier Asset Management
Illinois
$518K -$6.92K -200 -1%
CA
134
Commerzbank Aktiengesellschaft
Germany
$502K +$73.6K +2,124 +17%
TH
135
Timber Hill
Connecticut
$497K +$497K +14,339 New
CLOS
136
Compagnie Lombard Odier SCmA
Switzerland
$433K +$23.5K +678 +6%
IAS
137
IMA Advisory Services
Colorado
$432K +$23.5K +680 +6%
LOCC
138
Lombard Odier & Cie (Canada)
Quebec, Canada
$428K – – –
Financial Engines Advisors
139
Financial Engines Advisors
California
$426K +$11.7K +338 +3%
ARTA
140
A.R.T. Advisors
New York
$418K +$100K +2,900 +32%
LPL Financial
141
LPL Financial
California
$416K -$176K -5,090 -30%
ACM
142
Apex Capital Management
Ohio
$409K – – –
PSUF
143
People's United Financial
Connecticut
$393K – – –
FTIOP
144
Fiduciary Trust International of Pennsylvania
Pennsylvania
$374K – – –
PFS
145
Prospera Financial Services
Texas
$359K +$359K +10,362 New
FWIA
146
Fort Washington Investment Advisors
Ohio
$352K – – –
Two Sigma Investments
147
Two Sigma Investments
New York
$328K -$11.7M -337,130 -97%
AAM
148
Advisors Asset Management
Colorado
$324K -$141K -4,064 -30%
PI
149
PineBridge Investments
New York
$322K -$1.6M -41,658 -83%
FCAM
150
F&C Asset Management
United Kingdom
$321K +$46.5K +1,100 +17%
4 5
6
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