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Sun Life Financial
SLF

Overview Fund Activity

251 hedge funds and large institutions have $8.9B invested in Sun Life Financial in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
26
Increased
84
Reduced
84
Closed
24
Calls
$26.1M
Puts
$5.49M
Net Calls
+$20.6M
Net Calls Change
+$22.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Vanguard Group
Vanguard Group
Pennsylvania
$334M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$583M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$212M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$407M
4
BKBG
BHF Kleinwort Benson Group
Belgium
$0
5
BCM
Barometer Capital Management
Ontario, Canada
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$805K – – –
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$767K +$43.9K +1,359 +6%
RCM
128
Riverhead Capital Management
Delaware
$739K -$28.8K -892 -4%
SA
129
Strategic Advisors
New York
$716K -$3.23K -100 -0.4%
HBT
130
Hills Bank & Trust
Iowa
$710K – – –
Millennium Management
131
Millennium Management
New York
$690K +$690K +21,385 New
ACM
132
Apex Capital Management
Ohio
$686K +$237K +7,335 +53%
HSA
133
HBK Sorce Advisory
Pennsylvania
$581K – – –
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$567K -$120K -3,704 -17%
AIG
135
American International Group
New York
$567K -$291 -9 -0.1%
William Blair & Company
136
William Blair & Company
Illinois
$566K – – –
VOYA Investment Management
137
VOYA Investment Management
Georgia
$542K +$50.9K +1,570 +10%
VOAM
138
Vertex One Asset Management
British Columbia, Canada
$539K +$141K +4,339 +35%
RFC
139
Regions Financial Corp
Alabama
$525K – – –
CS
140
Credential Securities
$507K -$12.5K -389 -2%
CS
141
Candriam SCA
Luxembourg
$480K – – –
UCFA
142
United Capital Financial Advisors
Texas
$461K -$683K -21,153 -60%
OMCS
143
Old Mutual Customised Solutions
South Africa
$460K – – –
MSV
144
MN Services Vermogensbeheer
Netherlands
$435K +$435K +15,319 New
LPL Financial
145
LPL Financial
California
$424K -$115K -3,645 -21%
RIM
146
RS Investment Management
California
$387K -$66.8K -1,594 -15%
ONB
147
Old National Bancorp
Indiana
$372K +$11.3K +350 +3%
Financial Engines Advisors
148
Financial Engines Advisors
California
$364K -$11.1K -343 -3%
FWIA
149
Fort Washington Investment Advisors
Ohio
$354K – – –
VKH
150
Virtu KCG Holdings
New York
$347K +$347K +10,750 New
4 5
6
7 8