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Sun Life Financial
SLF

Overview Fund Activity

229 hedge funds and large institutions have $8.29B invested in Sun Life Financial in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+5
Holders Change %
+2.23%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
35
Increased
67
Reduced
70
Closed
28
Calls
$26.6M
Puts
$7.78M
Net Calls
+$18.9M
Net Calls Change
+$5.76M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$199M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$220M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$54.5M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$600M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$287M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$553M
2
SI
Sentry Investments
Ontario, Canada
$37.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$257M
4
BCM
Barometer Capital Management
Ontario, Canada
$18.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oakworth Capital
Alabama
$32K – – –
SEI Investments
202
SEI Investments
Pennsylvania
$32K +$32K +1,018 New
ZB
203
Zions Bancorporation
Utah
$32K +$32K +1,031 New
AA
204
Apriem Advisors
California
$31K – – –
WA
205
WFG Advisors
Texas
$31K – – –
LWM
206
LBA Wealth Management
Florida
$31K – – –
Schroder Investment Management Group
207
Schroder Investment Management Group
United Kingdom
$29K +$29K +950 New
DADC
208
D.A. Davidson & Co
Montana
$28K +$60 +2 +0.2%
RFA
209
Reilly Financial Advisors
California
$25K -$18.5K -588 -42%
DVM
210
Dreman Value Management
Florida
$18K – – –
BCM
211
Blume Capital Management
California
$18K – – –
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$18K +$14.4K +462 +402%
CTC
213
Central Trust Company
Missouri
$17K – – –
SA
214
SRH Advisors
Kansas
$15K – – –
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7K +$9.43K +305,826 +178%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$14K +$14K +444 New
CHP
217
Cable Hill Partners
Oregon
$13K +$13K +439 New
AC
218
Alexandria Capital
Virginia
$11K +$11K +350 New
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$9K – – –
LIA
220
LS Investment Advisors
Michigan
$9K – – –
SMG
221
Spectrum Management Group
Indiana
$8K – – –
CG
222
Colony Group
Massachusetts
$7K – – –
MAA
223
Managed Account Advisors
New Jersey
$5K +$5K +176 New
KTC
224
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
WA
225
Waverly Advisors
Alabama
$4K – – –
7 8
9
10 11