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Sun Life Financial
SLF

Overview Fund Activity

224 hedge funds and large institutions have $9.76B invested in Sun Life Financial in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 67 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+12
Holders Change %
+5.66%
% of All Funds
5.98%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
30
Increased
67
Reduced
69
Closed
17
Calls
$30.1M
Puts
$16.9M
Net Calls
+$13.1M
Net Calls Change
-$8.29M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$357M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.75B
3
Norges Bank
3
Norges Bank
Norway
$87M
4
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$29.5M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$167M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$73.8M
2
Franklin Resources
2
Franklin Resources
California
$9.55M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.64M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$772K
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
RNS
176
Robert N. Shapiro
$94K – – –
JAM
177
JCIC Asset Management
Ontario, Canada
$85K -$3.51K -97 -4%
SF
178
Synovus Financial
Georgia
$83K – – –
OA
179
OFI Advisors
Pennsylvania
$79K +$8.54K +236 +12%
LWA
180
Lowe Wealth Advisors
Maryland
$75K +$75K +2,094 New
MFS
181
MSI Financial Services
Massachusetts
$71K – – –
CAL
182
Capital Advisors Ltd
Ohio
$69K +$36 +1 +0.1%
PCTC
183
Perkins Coie Trust Company
Washington
$67K – – –
ClearBridge Investments
184
ClearBridge Investments
New York
$67K – – –
SSB
185
Sandy Spring Bank
Maryland
$58K – – –
Creative Planning
186
Creative Planning
Kansas
$55K – – –
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$53K – – –
First Manhattan
188
First Manhattan
New York
$52K – – –
RFA
189
Reilly Financial Advisors
California
$50K – – –
FFC
190
First Financial Corp
Indiana
$47K – – –
HFM
191
Hartford Financial Management
Connecticut
$46K – – –
NPC
192
National Planning Corporation
California
$41.5K +$41.5K +1,208 New
SIG
193
Stanford Investment Group
California
$40K +$40K +1,102 New
AAM
194
Advisors Asset Management
Colorado
$39K +$5.32K +146 +16%
LWM
195
LBA Wealth Management
Florida
$36K -$30.8K -856 -46%
OC
196
Oakworth Capital
Alabama
$36K – – –
AA
197
Apriem Advisors
California
$36K – – –
WA
198
WFG Advisors
Texas
$36K – – –
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$35K -$11.2K -306 -24%
DADC
200
D.A. Davidson & Co
Montana
$33K +$25.5K +715 +342%
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8
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