SLF icon

Sun Life Financial
SLF

Overview Fund Activity

213 hedge funds and large institutions have $9.9B invested in Sun Life Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 14 closing their positions.

Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
11
Increased
81
Reduced
70
Closed
14
Calls
$46.2M
Puts
$21.1M
Net Calls
+$25.1M
Net Calls Change
-$2.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.77B
2
SI
2
Sentry Investments
Ontario, Canada
$80.6M
3
Capital International Investors
3
Capital International Investors
California
$159M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$238M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$33.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$327M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.6M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$20.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
126
Financial Engines Advisors
California
$642K +$191K +5,200 +42%
OMCS
127
Old Mutual Customised Solutions
South Africa
$637K – – –
William Blair & Company
128
William Blair & Company
Illinois
$635K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$622K -$368K -10,000 -37%
RFC
130
Regions Financial Corp
Alabama
$587K +$18.4K +500 +3%
CA
131
Commerzbank Aktiengesellschaft
Germany
$558K +$25.6K +697 +5%
PAM
132
Premier Asset Management
Illinois
$549K – – –
Citadel Advisors
133
Citadel Advisors
Florida
$500K +$500K +13,621 New
CLOS
134
Compagnie Lombard Odier SCmA
Switzerland
$493K +$32.7K +887 +7%
LOAMS
135
Lombard Odier Asset Management (Switzerland)
Switzerland
$491K +$491K +13,367 New
ACM
136
Apex Capital Management
Ohio
$485K +$51.4K +1,400 +12%
LOCC
137
Lombard Odier & Cie (Canada)
Quebec, Canada
$455K – – –
PSUF
138
People's United Financial
Connecticut
$416K – – –
TH
139
Timber Hill
Connecticut
$410K -$116K -3,162 -22%
PFS
140
Prospera Financial Services
Texas
$397K +$16.7K +456 +4%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$396K – – –
FWIA
142
Fort Washington Investment Advisors
Ohio
$382K +$9.13K +249 +2%
MIU
143
Man Investments (UK)
United Kingdom
$353K +$353K +9,608 New
PAM
144
Princeton Alpha Management
New Jersey
$336K -$236K -6,436 -41%
IAS
145
IMA Advisory Services
Colorado
$331K -$126K -3,450 -28%
IG
146
ING Group
Netherlands
$303K – – –
PAG
147
Private Advisor Group
New Jersey
$300K -$6.2K -169 -2%
WF
148
Welch & Forbes
Massachusetts
$296K – – –
CS
149
Credential Securities
$293K +$15.4K +419 +6%
CB
150
Commerce Bank
Missouri
$289K -$18.4K -500 -6%
4 5
6
7 8