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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 %
PAG
151
Private Advisor Group
New Jersey
$289K – – –
CB
152
Commerce Bank
Missouri
$289K +$81.1K +2,347 +39%
IG
153
ING Group
Netherlands
$286K +$286K +8,267 New
QC
154
QCM Cayman
Texas
$281K +$281K +8,100 New
WF
155
Welch & Forbes
Massachusetts
$279K – – –
Stifel Financial
156
Stifel Financial
Missouri
$264K +$264K +7,615 New
FBNAT
157
FirstMerit Bank N.A. Trustee
Ohio
$263K +$263K +7,591 New
CS
158
Credential Securities
$263K +$263K +7,568 New
RhumbLine Advisers
159
RhumbLine Advisers
Massachusetts
$250K – – –
1SB
160
1ST Source Bank
Indiana
$241K – – –
V
161
Veritable
Delaware
$232K – – –
SCM
162
Stonebridge Capital Management
California
$225K – – –
HNB
163
Huntington National Bank
Ohio
$222K +$222K +6,400 New
Axa
164
Axa
France
$218K – – –
Natixis Advisors
165
Natixis Advisors
Massachusetts
$210K +$210K +6,060 New
HFS
166
HL Financial Services
Kentucky
$201K -$391K -11,274 -66%
GT
167
Glenmede Trust
Pennsylvania
$191K – – –
FHA
168
First Horizon Advisors
Tennessee
$142K -$12K -349 -8%
CIS
169
Capital International Sarl
California
$135K +$41.5K +1,200 +44%
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$104K +$49.7K +1,306,151 +92%
Bessemer Group
171
Bessemer Group
New Jersey
$90K -$104K -3,000 -53%
RNS
172
Robert N. Shapiro
$90K – – –
SF
173
Synovus Financial
Georgia
$80K – – –
BFA
174
BlackRock Fund Advisors
California
$69K -$1.93K -56 -3%
MFS
175
MSI Financial Services
Massachusetts
$68K -$53.9K -1,553 -44%
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