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Sun Life Financial
SLF

Overview Fund Activity

217 hedge funds and large institutions have $9.32B invested in Sun Life Financial in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 70 increasing their positions, 78 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
+2
Holders Change %
+0.93%
% of All Funds
6.27%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
18
Increased
70
Reduced
78
Closed
15
Calls
$38.7M
Puts
$11.3M
Net Calls
+$27.4M
Net Calls Change
-$13M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$777M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.51B
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$146M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$48.4M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$274M

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$41.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$440M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$181M
4
IIM
Intact Investment Management
Quebec, Canada
$59.2M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
201
Private Trust Company
Ohio
$17K – – –
SA
202
SRH Advisors
Kansas
$17K – – –
RIA
203
Regal Investment Advisors
Michigan
$12K -$1.42K -41 -11%
AC
204
Alexandria Capital
Virginia
$12K – – –
LIA
205
LS Investment Advisors
Michigan
$10K – – –
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$9K -$5.32K -150 -37%
SMG
207
Spectrum Management Group
Indiana
$9K – – –
JAM
208
JCIC Asset Management
Ontario, Canada
$8K +$8K +236 New
DADC
209
D.A. Davidson & Co
Montana
$7K -$106K -3,102 -94%
CG
210
Colony Group
Massachusetts
$7K – – –
GI
211
Gradient Investments
Minnesota
$7K +$7K +200 New
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$6K -$251K -7,334 -98%
KTC
213
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
WA
214
Waverly Advisors
Alabama
$4K -$32K -1,000 -89%
RFA
215
Reilly Financial Advisors
California
$3K – – –
FNBT
216
FineMark National Bank & Trust
Florida
$2K -$15.1K -393 -88%
MWP
217
MYCIO Wealth Partners
Pennsylvania
$2K – – –
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$1.07K +$1.07K +31 New
H
219
Hexavest
Quebec, Canada
– -$7.64M -216,305 Closed
Arrowstreet Capital
220
Arrowstreet Capital
Massachusetts
– -$4.06M -115,002 Closed
CIA
221
CCM Investment Advisers
South Carolina
– -$2.87M -81,275 Closed
Millennium Management
222
Millennium Management
New York
– -$2.39M -67,551 Closed
American Century Companies
223
American Century Companies
Missouri
– -$1.45M -41,132 Closed
MBI
224
Montrusco Bolton Investments
Quebec, Canada
– -$1.29M -36,380 Closed
AI
225
Analytic Investors
California
– -$925K -26,200 Closed
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