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Sun Life Financial
SLF

Overview Fund Activity

212 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
212
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
6.16%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.26%
New
17
Increased
66
Reduced
74
Closed
16
Calls
$41.1M
Puts
$19.7M
Net Calls
+$21.4M
Net Calls Change
-$3.71M

Top Buyers

1
CCMIC
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$59.7M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$291M
3
BCM
Barometer Capital Management
Ontario, Canada
$54.5M
4
Capital International Investors
Capital International Investors
California
$186M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$598M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$772M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$272M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.71B
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$448M
5
IGIM
I.G. Investment Management
Manitoba, Canada
$704M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
201
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
CG
202
Colony Group
Massachusetts
$8K – – –
DADC
203
D.A. Davidson & Co
Montana
$7K +$67 +2 +1%
BPBT
204
Boston Private Bank & Trust
Massachusetts
$5K – – –
WA
205
Waverly Advisors
Alabama
$5K – – –
KTC
206
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
PI
207
PineBridge Investments
New York
$4K – – –
Acadian Asset Management
208
Acadian Asset Management
Massachusetts
$4K +$4K +100 New
FNBT
209
FineMark National Bank & Trust
Florida
$2K – – –
MWP
210
MYCIO Wealth Partners
Pennsylvania
$2K – – –
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$2K +$2K +44 New
W
212
Wealthfront
California
$1K +$1K +25 New
BC
213
Brookfield Corp
Ontario, Canada
– -$13.8M -374,600 Closed
BMCMI
214
Bryn Mawr Capital Management Inc
Pennsylvania
– -$5.9M -160,600 Closed
CMBA
215
C.M. Bidwell & Associates
Hawaii
– -$3.73M -101,710 Closed
WCA
216
Waratah Capital Advisors
Ontario, Canada
– -$1.01M -27,400 Closed
NL
217
NWAM LLC
Washington
– -$1M -27,282 Closed
PFS
218
Prospera Financial Services
Texas
– -$397K -10,818 Closed
PAM
219
Princeton Alpha Management
New Jersey
– -$336K -9,150 Closed
Stifel Financial
220
Stifel Financial
Missouri
– -$285K -7,777 Closed
HFS
221
HL Financial Services
Kentucky
– -$227K -6,196 Closed
NAM
222
NorthCoast Asset Management
Connecticut
– -$210K -5,732 Closed
VKH
223
Virtu KCG Holdings
New York
– -$201K -5,474 Closed
HRC
224
Hoertkorn Richard Charles
– -$110K -3,000 Closed
Bessemer Group
225
Bessemer Group
New Jersey
– -$96K -2,608 Closed
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