SLF icon

Sun Life Financial
SLF

Overview Fund Activity

251 hedge funds and large institutions have $8.83B invested in Sun Life Financial in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 91 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.71%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
23
Increased
81
Reduced
91
Closed
22
Calls
$31.3M
Puts
$7.68M
Net Calls
+$23.6M
Net Calls Change
-$5.68M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$346M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.6B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$464M
4
Connor, Clark & Lunn Investment Management (CC&L)
4
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$352M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.6M

Top Sellers

1
AIMCA
1
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$177M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$100M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$317M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
176
SEI Investments
Pennsylvania
$233K – – –
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$232K -$2.23M -68,722 -91%
CAN
178
Cetera Advisor Networks
California
$231K +$231K +7,107 New
RJA
179
Raymond James & Associates
Florida
$229K -$31.2K -960 -12%
Verition Fund Management
180
Verition Fund Management
Connecticut
$222K +$222K +6,832 New
HCM
181
Heathbridge Capital Management
Ontario, Canada
$218K – – –
LNWWM
182
Laird Norton Wetherby Wealth Management
California
$218K +$16.4K +503 +8%
SCM
183
Stonebridge Capital Management
California
$212K – – –
WT
184
Washington Trust
Rhode Island
$209K – – –
NFG
185
Next Financial Group
Texas
$199K +$17.4K +536 +10%
GT
186
Glenmede Trust
Pennsylvania
$172K – – –
GWM
187
Geneos Wealth Management
Colorado
$163K – – –
ASN
188
Advisory Services Network
Georgia
$162K +$1.3K +40 +0.8%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$152K – – –
CCM
190
Cribstone Capital Management
Maine
$147K – – –
RA
191
Rational Advisors
New York
$142K +$142K +4,361 New
FHA
192
First Horizon Advisors
Tennessee
$122K – – –
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$122K – – –
PI
194
PineBridge Investments
New York
$121K +$121K +2,830 New
RCM
195
Riverhead Capital Management
Delaware
$117K +$3.32K +102 +3%
ACM
196
Americafirst Capital Management
California
$109K – – –
LOCC
197
Lombard Odier & Cie (Canada)
Quebec, Canada
$102K – – –
CG
198
Cutler Group
California
$98K +$98K +3,027 New
MFS
199
MSI Financial Services
Massachusetts
$94K -$53.7K -1,647 -36%
JAM
200
JCIC Asset Management
Ontario, Canada
$76K – – –
6 7
8
9 10