SLF icon

Sun Life Financial
SLF

Overview Fund Activity

276 hedge funds and large institutions have $10.7B invested in Sun Life Financial in 2016 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+25
Holders Change %
+9.96%
% of All Funds
6.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
54
Increased
81
Reduced
96
Closed
24
Calls
$33.9M
Puts
$7.69M
Net Calls
+$26.2M
Net Calls Change
+$2.62M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$618M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$660M
3
MBI
Montrusco Bolton Investments
Quebec, Canada
$109M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$78M
5
Canada Life
Canada Life
Manitoba, Canada
$263M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
$202M
2
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$298M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$44.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
201
Next Financial Group
Texas
$243K +$8.22K +214 +3%
Stifel Financial
202
Stifel Financial
Missouri
$219K +$219K +5,709 New
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$218K -$152K -3,957 -41%
FCM
204
Flinton Capital Management
Pennsylvania
$217K +$217K +5,656 New
CCT
205
Capital City Trust
Florida
$213K +$213K +5,537 New
ST
206
Smithfield Trust
Pennsylvania
$207K +$207K +5,394 New
GT
207
Glenmede Trust
Pennsylvania
$204K – – –
GWM
208
Geneos Wealth Management
Colorado
$186K -$6.35K -166 -3%
FBT
209
First Bank & Trust
South Dakota
$185K +$185K +4,828 New
Nomura Asset Management
210
Nomura Asset Management
Japan
$183K +$183K +4,700 New
CCM
211
Cribstone Capital Management
Maine
$178K – – –
TAM
212
Tyers Asset Management
Texas
$171K +$171K +4,444 New
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$162K -$18.5K -480 -10%
RA
214
Rational Advisors
New York
$157K -$15.4K -390 -9%
RCM
215
Riverhead Capital Management
Delaware
$138K – – –
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$137K -$6.52K -170 -5%
GHCM
217
Glen Harbor Capital Management
California
$124K +$124K +3,232 New
FHA
218
First Horizon Advisors
Tennessee
$122K – – –
ACM
219
Americafirst Capital Management
California
$115K -$13.9K -363 -11%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$107K +$54.3K +1,416 +103%
DSC
221
Duncker Streett & Co
Missouri
$94K +$94K +2,441 New
JAM
222
JCIC Asset Management
Ontario, Canada
$90K – – –
AIM
223
Acrospire Investment Management
Illinois
$78K +$5.1K +133 +7%
CAL
224
Capital Advisors Ltd
Ohio
$73K – – –
APSP
225
Asset Planning Services (Pennsylvania)
Pennsylvania
$73K +$25.3K +662 +53%
7 8
9
10 11