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Sun Life Financial
SLF

Overview Fund Activity

256 hedge funds and large institutions have $8.73B invested in Sun Life Financial in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+5
Holders Change %
+1.99%
% of All Funds
6.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
98
Reduced
84
Closed
17
Calls
$35M
Puts
$5.73M
Net Calls
+$29.3M
Net Calls Change
+$8.68M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$122M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$381M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$650M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$39.7M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$92.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.5B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$205M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$164M
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
201
MSI Financial Services
Massachusetts
$149K -$42.4K -1,289 -22%
CCM
202
Cribstone Capital Management
Maine
$147K +$147K +4,471 New
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$123K -$8.22K -250 -6%
FHA
204
First Horizon Advisors
Tennessee
$123K – – –
ACM
205
Americafirst Capital Management
California
$110K +$110K +3,346 New
LOCC
206
Lombard Odier & Cie (Canada)
Quebec, Canada
$102K – – –
CCA
207
Checchi Capital Advisers
California
$78K – – –
JAM
208
JCIC Asset Management
Ontario, Canada
$77K – – –
CAL
209
Capital Advisors Ltd
Ohio
$62K – – –
PCTC
210
Perkins Coie Trust Company
Washington
$61K – – –
TRCT
211
Tower Research Capital (TRC)
New York
$61K +$47.4K +1,440 +349%
AAM
212
Advisors Asset Management
Colorado
$55K +$9.12K +279 +20%
AIM
213
Acrospire Investment Management
Illinois
$53K +$3.31K +100 +7%
AIM
214
Advantage Investment Management
Iowa
$52K – – –
LWA
215
Lowe Wealth Advisors
Maryland
$52K +$99 +3 +0.2%
SFPIA
216
Stevens First Principles Investment Advisors
California
$49K +$20K +605 +69%
SF
217
Synovus Financial
Georgia
$48K – – –
CF
218
CenterStar Fund
Illinois
$47K -$23K – –
RCM
219
Riverhead Capital Management
Delaware
$46K -$255K -19,410 -85%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$45K -$6.49K -198 -13%
AssetMark Inc
221
AssetMark Inc
California
$42K +$29.2K +884 +228%
APSP
222
Asset Planning Services (Pennsylvania)
Pennsylvania
$41K -$10.7K -325 -21%
OC
223
Oakworth Capital
Alabama
$39K +$4.67K +136 +14%
ClearBridge Investments
224
ClearBridge Investments
New York
$38K -$20.7K -630 -35%
SIG
225
Stanford Investment Group
California
$36K – – –
7 8
9
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