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Sun Life Financial
SLF

Overview Fund Activity

229 hedge funds and large institutions have $8.29B invested in Sun Life Financial in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
35
Increased
67
Reduced
70
Closed
28
Calls
$26.6M
Puts
$7.78M
Net Calls
+$18.9M
Net Calls Change
+$5.76M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.5M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$600M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$553M
2
SI
Sentry Investments
Ontario, Canada
$37.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$257M
4
BCM
Barometer Capital Management
Ontario, Canada
$18.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
176
Next Financial Group
Texas
$166K – – –
CIS
177
Capital International Sarl
California
$163K – – –
Axa
178
Axa
France
$163K +$21.5K +700 +15%
PCM
179
Parsons Capital Management
Rhode Island
$130K +$130K +4,229 New
FHA
180
First Horizon Advisors
Tennessee
$116K – – –
CLOS
181
Compagnie Lombard Odier SCmA
Switzerland
$97K +$97K +3,150 New
OA
182
OFI Advisors
Pennsylvania
$96K +$28.4K +918 +42%
GWM
183
Gupta Wealth Management
California
$73K +$73K +2,366 New
JAM
184
JCIC Asset Management
Ontario, Canada
$72K – – –
SF
185
Synovus Financial
Georgia
$71K – – –
LWA
186
Lowe Wealth Advisors
Maryland
$65K +$31 +1 +0%
Creative Planning
187
Creative Planning
Kansas
$61K +$13.5K +438 +29%
MFS
188
MSI Financial Services
Massachusetts
$60K – – –
CAL
189
Capital Advisors Ltd
Ohio
$59K – – –
ClearBridge Investments
190
ClearBridge Investments
New York
$57K – – –
PCTC
191
Perkins Coie Trust Company
Washington
$57K – – –
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$52K +$22K +701 +73%
First Manhattan
193
First Manhattan
New York
$50K +$5.72K +187 +13%
SSB
194
Sandy Spring Bank
Maryland
$49K – – –
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$46K – – –
FFC
196
First Financial Corp
Indiana
$40K – – –
AAM
197
Advisors Asset Management
Colorado
$39K +$5.96K +193 +18%
AF
198
Allworth Financial
California
$39K +$39K +1,262 New
Walleye Trading
199
Walleye Trading
New York
$36K +$36K +1,166 New
SIG
200
Stanford Investment Group
California
$34K – – –
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