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Sun Life Financial
SLF

Overview Fund Activity

213 hedge funds and large institutions have $9.9B invested in Sun Life Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
-4
Holders Change %
-1.84%
% of All Funds
6.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
11
Increased
81
Reduced
70
Closed
14
Calls
$46.2M
Puts
$21.1M
Net Calls
+$25.1M
Net Calls Change
-$2.25M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.77B
2
SI
2
Sentry Investments
Ontario, Canada
$80.6M
3
Capital International Investors
3
Capital International Investors
California
$159M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$238M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$33.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$327M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49.6M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$20.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
176
ClearBridge Investments
New York
$68K – – –
Ameriprise
177
Ameriprise
Minnesota
$63K +$40K +1,091 +174%
OA
178
OFI Advisors
Pennsylvania
$60K +$6.96K +189 +13%
SSB
179
Sandy Spring Bank
Maryland
$59K – – –
Creative Planning
180
Creative Planning
Kansas
$57K +$7.74K +210 +16%
BBHC
181
Brown Brothers Harriman & Co
New York
$54K – – –
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$54K – – –
First Manhattan
183
First Manhattan
New York
$53K – – –
RFA
184
Reilly Financial Advisors
California
$51K +$47.8K +1,297 +1,491%
FFC
185
First Financial Corp
Indiana
$48K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$48K +$74 +2 +0.2%
HFM
187
Hartford Financial Management
Connecticut
$47K – – –
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$39K -$11.3K -305 -22%
AA
189
Apriem Advisors
California
$37K – – –
WA
190
WFG Advisors
Texas
$37K – – –
OC
191
Oakworth Capital
Alabama
$37K – – –
AAM
192
Advisors Asset Management
Colorado
$34K -$310K -8,430 -90%
DVM
193
Dreman Value Management
Florida
$29K -$24.6K -668 -46%
FCCM
194
First City Capital Management
Georgia
$25.7K – – –
BCM
195
Blume Capital Management
California
$22K -$18.3K -500 -45%
EWM
196
Edge Wealth Management
New York
$22K +$22K +618 New
CTC
197
Central Trust Company
Missouri
$21K – – –
SA
198
SRH Advisors
Kansas
$18K – – –
PTC
199
Private Trust Company
Ohio
$18K – – –
RIA
200
Regal Investment Advisors
Michigan
$12K -$431 -12 -3%
6 7
8
9 10