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Sun Life Financial
SLF

Overview Fund Activity

229 hedge funds and large institutions have $8.29B invested in Sun Life Financial in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
35
Increased
67
Reduced
70
Closed
28
Calls
$26.6M
Puts
$7.78M
Net Calls
+$18.9M
Net Calls Change
+$5.76M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.5M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$600M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$553M
2
SI
Sentry Investments
Ontario, Canada
$37.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$257M
4
BCM
Barometer Capital Management
Ontario, Canada
$18.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
151
Virginia Retirement Systems
Virginia
$339K -$1.61M -52,400 -83%
Financial Engines Advisors
152
Financial Engines Advisors
California
$327K -$59.5K -1,652 -15%
PSUF
153
People's United Financial
Connecticut
$314K -$6.17K -200 -2%
SCA
154
Salient Capital Advisors
Texas
$308K +$308K +10,000 New
FWIA
155
Fort Washington Investment Advisors
Ohio
$301K -$20.1K -653 -6%
FTIOP
156
Fiduciary Trust International of Pennsylvania
Pennsylvania
$297K – – –
1GA
157
1st Global Advisors
Texas
$297K +$297K +9,623 New
OAM
158
Oxford Asset Management
United Kingdom
$276K +$276K +8,967 New
TNBTD
159
Trustmark National Bank Trust Department
Mississippi
$271K +$271K +8,801 New
HNB
160
Huntington National Bank
Ohio
$268K +$268K +8,692 New
QT
161
Quantbot Technologies
New York
$268K +$268K +8,704 New
PAG
162
Private Advisor Group
New Jersey
$260K -$194K -6,276 -43%
WF
163
Welch & Forbes
Massachusetts
$248K – – –
FCI
164
Financial Counselors Inc
Kansas
$243K +$243K +7,882 New
SGAM
165
Smith Group Asset Management
Texas
$236K – – –
FBNAT
166
FirstMerit Bank N.A. Trustee
Ohio
$234K – – –
CB
167
Commerce Bank
Missouri
$226K – – –
GAM
168
Gotham Asset Management
New York
$220K +$220K +7,122 New
RhumbLine Advisers
169
RhumbLine Advisers
Massachusetts
$214K -$9.26K -300 -4%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$214K – – –
V
171
Veritable
Delaware
$207K – – –
HCM
172
Heathbridge Capital Management
Ontario, Canada
$207K +$207K +6,700 New
PFP
173
Pinnacle Financial Partners
Tennessee
$201K – – –
SCM
174
Stonebridge Capital Management
California
$200K – – –
GT
175
Glenmede Trust
Pennsylvania
$172K +$1.47K +48 +0.9%
5 6
7
8 9