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Sun Life Financial
SLF

Overview Fund Activity

251 hedge funds and large institutions have $8.9B invested in Sun Life Financial in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
26
Increased
84
Reduced
84
Closed
24
Calls
$26.1M
Puts
$5.49M
Net Calls
+$20.6M
Net Calls Change
+$22.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Vanguard Group
Vanguard Group
Pennsylvania
$334M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$583M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$212M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$407M
4
BKBG
BHF Kleinwort Benson Group
Belgium
$0
5
BCM
Barometer Capital Management
Ontario, Canada
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$226K -$36.1K -1,119 -14%
PCM
177
Parsons Capital Management
Rhode Island
$225K -$68.1K -2,110 -23%
HCM
178
Heathbridge Capital Management
Ontario, Canada
$216K – – –
Nomura Asset Management
179
Nomura Asset Management
Japan
$214K +$214K +5,100 New
SCM
180
Stonebridge Capital Management
California
$210K – – –
WT
181
Washington Trust
Rhode Island
$208K – – –
VRS
182
Virginia Retirement System
Virginia
$207K +$207K +6,400 New
RhumbLine Advisers
183
RhumbLine Advisers
Massachusetts
$201K +$201K +6,230 New
RJA
184
Raymond James & Associates
Florida
$201K +$201K +6,234 New
NFG
185
Next Financial Group
Texas
$196K – – –
MFS
186
MSI Financial Services
Massachusetts
$188K +$65 +2 +0%
SGAM
187
Smith Group Asset Management
Texas
$187K -$6.46K -200 -3%
CMBA
188
C.M. Bidwell & Associates
Hawaii
$178K +$178K +5,525 New
GWM
189
Geneos Wealth Management
Colorado
$173K +$173K +5,394 New
CIS
190
Capital International Sarl
California
$172K – – –
GT
191
Glenmede Trust
Pennsylvania
$164K -$15.5K -485 -9%
ASN
192
Advisory Services Network
Georgia
$158K +$1.25K +39 +0.8%
CLOS
193
Compagnie Lombard Odier SCmA
Switzerland
$152K +$27.2K +840 +22%
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$129K – – –
FHA
195
First Horizon Advisors
Tennessee
$121K – – –
LOCC
196
Lombard Odier & Cie (Canada)
Quebec, Canada
$102K – – –
CCA
197
Checchi Capital Advisers
California
$77K +$77K +2,378 New
GWM
198
Gupta Wealth Management
California
$76K -$6.84K -213 -8%
JAM
199
JCIC Asset Management
Ontario, Canada
$76K – – –
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$68K +$68K +2,114 New
6 7
8
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