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Sun Life Financial
SLF

Overview Fund Activity

251 hedge funds and large institutions have $8.9B invested in Sun Life Financial in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
+1
Holders Change %
+0.4%
% of All Funds
6.7%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
26
Increased
84
Reduced
84
Closed
24
Calls
$26.1M
Puts
$5.49M
Net Calls
+$20.6M
Net Calls Change
+$22.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$445M
2
Vanguard Group
Vanguard Group
Pennsylvania
$334M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$583M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$159M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$219M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$212M
3
IGIM
I.G. Investment Management
Manitoba, Canada
$407M
4
BKBG
BHF Kleinwort Benson Group
Belgium
$0
5
BCM
Barometer Capital Management
Ontario, Canada
$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
201
Capital Advisors Ltd
Ohio
$61K – – –
PCTC
202
Perkins Coie Trust Company
Washington
$60K – – –
ClearBridge Investments
203
ClearBridge Investments
New York
$58K – – –
APSP
204
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K – – –
AIM
205
Advantage Investment Management
Iowa
$51K – – –
LWA
206
Lowe Wealth Advisors
Maryland
$51K +$33 +1 +0.1%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$51K +$65 +2 +0.1%
AIM
208
Acrospire Investment Management
Illinois
$48K +$48K +1,500 New
SF
209
Synovus Financial
Georgia
$47K -$3.52K -110 -7%
AAM
210
Advisors Asset Management
Colorado
$45K +$4.49K +140 +11%
ZB
211
Zions Bancorporation
Utah
$39K – – –
SIG
212
Stanford Investment Group
California
$36K – – –
OC
213
Oakworth Capital
Alabama
$32K – – –
LWM
214
LBA Wealth Management
Florida
$32K – – –
FFC
215
First Financial Corp
Indiana
$31K – – –
MIP
216
Mondrian Investment Partners
United Kingdom
$30K +$169 +4 +0.6%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$29.8K +$29.8K +924 New
First Manhattan
218
First Manhattan
New York
$29K -$23K -723 -44%
MFW
219
Mosaic Family Wealth
Missouri
$28K – – –
SFPIA
220
Stevens First Principles Investment Advisors
California
$28K +$28K +875 New
DADC
221
D.A. Davidson & Co
Montana
$26K -$3.8K -119 -13%
DVM
222
Dreman Value Management
Florida
$25K +$25K +790 New
CF
223
CenterStar Fund
Illinois
$23K – – –
CFA
224
Carroll Financial Associates
North Carolina
$22K – – –
S
225
SignatureFD
Georgia
$17K +$7.48K +230 +78%
7 8
9
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