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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 %
CAL
176
Capital Advisors Ltd
Ohio
$66K – – –
ClearBridge Investments
177
ClearBridge Investments
New York
$64K – – –
PCTC
178
Perkins Coie Trust Company
Washington
$64K – – –
HI
179
Hudock Inc
Pennsylvania
$60K – – –
SSB
180
Sandy Spring Bank
Maryland
$55K -$5.44K -158 -9%
BBHC
181
Brown Brothers Harriman & Co
New York
$51K – – –
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
First Manhattan
183
First Manhattan
New York
$50K – – –
DVM
184
Dreman Value Management
Florida
$50K +$447 +13 +0.9%
OA
185
OFI Advisors
Pennsylvania
$50K +$2.33K +67 +5%
AIG
186
American International Group
New York
$47.1K -$73.4K -2,120 -61%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$47K +$5.08K +147 +12%
Creative Planning
188
Creative Planning
Kansas
$46K -$3.23K -94 -7%
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$45K -$3.68K -106 -8%
FFC
190
First Financial Corp
Indiana
$45K – – –
HFM
191
Hartford Financial Management
Connecticut
$45K – – –
BCM
192
Blume Capital Management
California
$38K – – –
AA
193
Apriem Advisors
California
$35K – – –
WA
194
WFG Advisors
Texas
$35K – – –
OC
195
Oakworth Capital
Alabama
$35K – – –
FCCM
196
First City Capital Management
Georgia
$24.2K +$24.2K +700 New
PCM
197
Prelude Capital Management
New York
$24K +$3.43K +100 +17%
Group One Trading
198
Group One Trading
Illinois
$23K +$20.9K +600 +984%
Ameriprise
199
Ameriprise
Minnesota
$22K +$7.61K +217 +53%
CTC
200
Central Trust Company
Missouri
$20K – – –
6 7
8
9 10