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Sun Life Financial
SLF

Overview Fund Activity

256 hedge funds and large institutions have $8.73B invested in Sun Life Financial in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
6.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
98
Reduced
84
Closed
17
Calls
$35M
Puts
$5.73M
Net Calls
+$29.3M
Net Calls Change
+$8.68M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$122M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$650M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$39.7M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$92.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.5B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$205M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$164M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$261K +$261K +7,961 New
TNBTD
177
Trustmark National Bank Trust Department
Mississippi
$258K -$7.52K -229 -3%
PAG
178
Private Advisor Group
New Jersey
$257K -$6.77K -215 -3%
BT
179
Beacon Trust
New Jersey
$254K – – –
CB
180
Chemical Bank
Michigan
$252K – – –
UCFA
181
United Capital Financial Advisors
Texas
$242K -$230K -6,953 -49%
SEI Investments
182
SEI Investments
Pennsylvania
$235K -$33 -1 -0%
Creative Planning
183
Creative Planning
Kansas
$230K – – –
PCM
184
Parsons Capital Management
Rhode Island
$229K – – –
LOAME
185
Lombard Odier Asset Management (Europe)
United Kingdom
$224K +$224K +6,833 New
Acadian Asset Management
186
Acadian Asset Management
Massachusetts
$222K -$10.3M -314,200 -98%
SCM
187
Stonebridge Capital Management
California
$213K – – –
CB
188
Commerce Bank
Missouri
$212K -$26.5K -805 -11%
HCM
189
Heathbridge Capital Management
Ontario, Canada
$210K – – –
WT
190
Washington Trust
Rhode Island
$210K – – –
HNB
191
Huntington National Bank
Ohio
$207K -$78K -2,379 -27%
RhumbLine Advisers
192
RhumbLine Advisers
Massachusetts
$205K – – –
LNWWM
193
Laird Norton Wetherby Wealth Management
California
$203K +$203K +6,189 New
NFG
194
Next Financial Group
Texas
$183K -$16.4K -500 -8%
CMBA
195
C.M. Bidwell & Associates
Hawaii
$178K -$3.62K -110 -2%
SGAM
196
Smith Group Asset Management
Texas
$177K -$13.1K -400 -7%
GT
197
Glenmede Trust
Pennsylvania
$174K +$6.82K +209 +4%
GWM
198
Geneos Wealth Management
Colorado
$165K -$12K -365 -7%
ASN
199
Advisory Services Network
Georgia
$163K +$1.28K +39 +0.8%
CLOS
200
Compagnie Lombard Odier SCmA
Switzerland
$153K – – –
6 7
8
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