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Sun Life Financial
SLF

Overview Fund Activity

250 hedge funds and large institutions have $8.52B invested in Sun Life Financial in 2015 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 82 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+17
Holders Change %
+7.3%
% of All Funds
6.57%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
39
Increased
77
Reduced
82
Closed
21
Calls
$9.42M
Puts
$11.6M
Net Calls
-$2.17M
Net Calls Change
-$14.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$368M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$91.8M
3
Norges Bank
3
Norges Bank
Norway
$34M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$271M
5
Deutsche Bank
5
Deutsche Bank
Germany
$42.6M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$227M
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$433M
3
IIM
3
Intact Investment Management
Quebec, Canada
$52.2M
4
TCM
4
Tetrem Capital Management
Manitoba, Canada
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
LOCC
201
Lombard Odier & Cie (Canada)
Quebec, Canada
$97K – – –
GWM
202
Gupta Wealth Management
California
$80K +$6.61K +213 +9%
CFG
203
Citizens Financial Group
Rhode Island
$79K +$79K +2,532 New
JAM
204
JCIC Asset Management
Ontario, Canada
$73K – – –
CAL
205
Capital Advisors Ltd
Ohio
$59K – – –
PCTC
206
Perkins Coie Trust Company
Washington
$58K – – –
ClearBridge Investments
207
ClearBridge Investments
New York
$56K +$12.2K +389 +28%
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
AIM
209
Advantage Investment Management
Iowa
$50K – – –
First Manhattan
210
First Manhattan
New York
$50K – – –
LWA
211
Lowe Wealth Advisors
Maryland
$49K -$2.97K -95 -6%
APSP
212
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K – – –
SF
213
Synovus Financial
Georgia
$49K – – –
LTFS
214
Ladenburg Thalmann Financial Services
Florida
$49K +$23.5K +752 +92%
AAM
215
Advisors Asset Management
Colorado
$39K – – –
SIG
216
Stanford Investment Group
California
$34K – – –
ZB
217
Zions Bancorporation
Utah
$32K +$3.26K +117 +11%
OC
218
Oakworth Capital
Alabama
$31K – – –
LWM
219
LBA Wealth Management
Florida
$31K – – –
MIP
220
Mondrian Investment Partners
United Kingdom
$31K +$175 +4 +0.6%
FFC
221
First Financial Corp
Indiana
$30K – – –
DADC
222
D.A. Davidson & Co
Montana
$29K +$124 +4 +0.4%
MFW
223
Mosaic Family Wealth
Missouri
$27K +$27K +885 New
CFA
224
Carroll Financial Associates
North Carolina
$21K +$21K +702 New
CTC
225
Central Trust Company
Missouri
$18K – – –
7 8
9
10 11