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Sun Life Financial
SLF

Overview Fund Activity

266 hedge funds and large institutions have $9.73B invested in Sun Life Financial in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
6.63%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
26
Increased
71
Reduced
105
Closed
35
Calls
$36.8M
Puts
$23M
Net Calls
+$13.8M
Net Calls Change
-$12.5M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$222M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$52M
3
GMI
3
Greystone Managed Investments
Saskatchewan, Canada
$52.5M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M
5
AII
5
AGF Investments Inc
Ontario, Canada
$42.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$405M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.68B
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$492K -$32.6K -894 -6%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$466K -$208K -5,700 -31%
William Blair & Company
153
William Blair & Company
Illinois
$459K +$37.5K +1,025 +9%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$418K -$66.9K -1,828 -14%
PAM
155
Princeton Alpha Management
New Jersey
$392K -$875K -23,937 -69%
HNB
156
Huntington National Bank
Ohio
$382K -$28K -767 -7%
SCM
157
Stevens Capital Management
Pennsylvania
$376K -$70.7K -1,932 -16%
FSA
158
Franklin Street Advisors
North Carolina
$373K +$373K +10,197 New
LWCFA
159
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$366K – – –
SCA
160
Salient Capital Advisors
Texas
$366K – – –
Creative Planning
161
Creative Planning
Kansas
$363K – – –
ONB
162
Old National Bancorp
Indiana
$362K -$82.2K -2,245 -18%
RJA
163
Raymond James & Associates
Florida
$352K -$20.2K -554 -5%
AG
164
Advisor Group
Arizona
$348K -$36.3K -993 -9%
QT
165
Quantbot Technologies
New York
$335K -$113K -3,094 -25%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$335K +$81.6K +2,229 +32%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$334K +$36.8K +1,006 +12%
AFP
168
Ausdal Financial Partners
Iowa
$333K – – –
BT
169
Beacon Trust
New Jersey
$319K +$28.6K +787 +10%
RJFSA
170
Raymond James Financial Services Advisors
Florida
$312K -$37.8K -1,037 -11%
CB
171
Commerce Bank
Missouri
$309K – – –
FWIA
172
Fort Washington Investment Advisors
Ohio
$297K -$42.1K -1,153 -12%
GAM
173
Gotham Asset Management
New York
$297K +$297K +8,137 New
WF
174
Welch & Forbes
Massachusetts
$295K – – –
PAG
175
Private Advisor Group
New Jersey
$294K -$99.2K -2,787 -25%
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7
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