SLF icon

Sun Life Financial
SLF

Overview Fund Activity

212 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.16%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
17
Increased
66
Reduced
74
Closed
16
Calls
$41.1M
Puts
$19.7M
Net Calls
+$21.4M
Net Calls Change
-$3.71M

Top Buyers

1
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$59.7M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$291M
3
BCM
Barometer Capital Management
Ontario, Canada
$54.5M
4
Capital International Investors
Capital International Investors
California
$186M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$598M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$772M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$448M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$704M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$56K -$475 -13 -0.8%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$54K – – –
BBHC
178
Brown Brothers Harriman & Co
New York
$53K – – –
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52.5K -$1.75K -43,689 -3%
First Manhattan
180
First Manhattan
New York
$52K – – –
RFA
181
Reilly Financial Advisors
California
$50K – – –
FFC
182
First Financial Corp
Indiana
$47K – – –
HFM
183
Hartford Financial Management
Connecticut
$47K – – –
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$46K -$1.27K -35 -3%
OC
185
Oakworth Capital
Alabama
$37K – – –
AA
186
Apriem Advisors
California
$36K – – –
WA
187
WFG Advisors
Texas
$36K – – –
AAM
188
Advisors Asset Management
Colorado
$34K – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$31K -$7.2K -199 -19%
DVM
190
Dreman Value Management
Florida
$26K -$2.23K -62 -8%
FCCM
191
First City Capital Management
Georgia
$25.4K – – –
BCM
192
Blume Capital Management
California
$22K – – –
CTC
193
Central Trust Company
Missouri
$20K – – –
PTC
194
Private Trust Company
Ohio
$18K – – –
SA
195
SRH Advisors
Kansas
$18K – – –
PG
196
PEAK6 Group
Illinois
$15K +$15K +400 New
RIA
197
Regal Investment Advisors
Michigan
$11K -$852 -24 -7%
LIA
198
LS Investment Advisors
Michigan
$10K – – –
SMG
199
Spectrum Management Group
Indiana
$10K – – –
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$10K +$10K +285 New
6 7
8
9 10