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Sun Life Financial
SLF

Overview Fund Activity

212 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.16%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
17
Increased
66
Reduced
74
Closed
16
Calls
$41.1M
Puts
$19.7M
Net Calls
+$21.4M
Net Calls Change
-$3.71M

Top Buyers

1
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$59.7M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$291M
3
BCM
Barometer Capital Management
Ontario, Canada
$54.5M
4
Capital International Investors
Capital International Investors
California
$186M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$598M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$772M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$448M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$704M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$245K -$18.9K -525 -7%
V
152
Veritable
Delaware
$243K – – –
BT
153
Beacon Trust
New Jersey
$240K +$240K +6,620 New
SCM
154
Stonebridge Capital Management
California
$236K – – –
PFP
155
Pinnacle Financial Partners
Tennessee
$236K +$236K +6,510 New
1SB
156
1ST Source Bank
Indiana
$230K – – –
GT
157
Glenmede Trust
Pennsylvania
$201K – – –
NFG
158
Next Financial Group
Texas
$196K +$196K +5,400 New
CIS
159
Capital International Sarl
California
$193K +$51K +1,400 +36%
Axa
160
Axa
France
$167K -$50.8K -1,400 -23%
FHA
161
First Horizon Advisors
Tennessee
$136K -$10.5K -292 -7%
Ameriprise
162
Ameriprise
Minnesota
$108K +$45.4K +1,246 +73%
TRCT
163
Tower Research Capital (TRC)
New York
$97K -$8.08K -200 -8%
RNS
164
Robert N. Shapiro
$94K – – –
JAM
165
JCIC Asset Management
Ontario, Canada
$89K +$3.53K +97 +4%
SF
166
Synovus Financial
Georgia
$84K – – –
MFS
167
MSI Financial Services
Massachusetts
$71K – – –
OA
168
OFI Advisors
Pennsylvania
$71K +$11.6K +317 +19%
BFA
169
BlackRock Fund Advisors
California
$69K -$4.94K -136 -7%
CAL
170
Capital Advisors Ltd
Ohio
$69K -$36 -1 -0.1%
ClearBridge Investments
171
ClearBridge Investments
New York
$67K – – –
PCTC
172
Perkins Coie Trust Company
Washington
$67K – – –
LWM
173
LBA Wealth Management
Florida
$67K +$67K +1,856 New
OCM
174
One Capital Management
California
$61K +$61K +1,690 New
SSB
175
Sandy Spring Bank
Maryland
$58K – – –
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7
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