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Sun Life Financial
SLF

Overview Fund Activity

251 hedge funds and large institutions have $8.83B invested in Sun Life Financial in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
81
Reduced
91
Closed
22
Calls
$31.3M
Puts
$7.68M
Net Calls
+$23.6M
Net Calls Change
-$5.68M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$346M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$464M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$352M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.6M

Top Sellers

1
AIMCA
1
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$100M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$317M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMCS
151
Old Mutual Customised Solutions
South Africa
$328K -$133K -4,100 -29%
WCA
152
Waratah Capital Advisors
Ontario, Canada
$326K +$326K +10,030 New
SCA
153
Salient Capital Advisors
Texas
$325K – – –
LWCFA
154
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$325K – – –
AG
155
Advisor Group
Arizona
$321K -$32.6K -1,000 -9%
Janney Montgomery Scott
156
Janney Montgomery Scott
Pennsylvania
$313K -$299K -9,205 -49%
SWP
157
Stratos Wealth Partners
Ohio
$310K +$310K +9,516 New
RJFSA
158
Raymond James Financial Services Advisors
Florida
$308K -$20.2K -622 -6%
TU
159
TDAM USA
Ontario, Canada
$302K +$302K +9,308 New
LOAME
160
Lombard Odier Asset Management (Europe)
United Kingdom
$292K – – –
AFP
161
Ausdal Financial Partners
Iowa
$292K – – –
HAIM
162
Hunter Associates Investment Management
Pennsylvania
$286K -$3.25K -100 -1%
AIG
163
American International Group
New York
$285K – – –
Creative Planning
164
Creative Planning
Kansas
$280K +$52K +1,596 +23%
MCM
165
McKinley Capital Management
Alaska
$280K +$280K +6,560 New
PAG
166
Private Advisor Group
New Jersey
$274K +$9.24K +285 +3%
CB
167
Commerce Bank
Missouri
$274K +$64.9K +2,000 +31%
BT
168
Beacon Trust
New Jersey
$266K +$14.6K +447 +6%
RBC
169
Ronald Blue & Co
Georgia
$265K +$1.36K +42 +0.5%
PSUF
170
People's United Financial
Connecticut
$262K -$4.88K -150 -2%
WF
171
Welch & Forbes
Massachusetts
$262K – – –
PP
172
Paloma Partners
Connecticut
$255K -$916K -28,156 -78%
CB
173
Chemical Bank
Michigan
$249K – – –
FTIOP
174
Fiduciary Trust International of Pennsylvania
Pennsylvania
$243K -$16.2K -500 -6%
PCM
175
Parsons Capital Management
Rhode Island
$240K +$13K +400 +6%
5 6
7
8 9