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Sun Life Financial
SLF

Overview Fund Activity

266 hedge funds and large institutions have $9.73B invested in Sun Life Financial in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-10
Holders Change %
-3.62%
% of All Funds
6.63%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
26
Increased
71
Reduced
105
Closed
35
Calls
$36.8M
Puts
$23M
Net Calls
+$13.8M
Net Calls Change
-$12.5M

Top Buyers

1
BGC
1
Beutel, Goodman & Co
Ontario, Canada
$222M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$52M
3
GMI
3
Greystone Managed Investments
Saskatchewan, Canada
$52.5M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M
5
AII
5
AGF Investments Inc
Ontario, Canada
$42.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$405M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.68B
4
AIMCA
4
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$152M
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$351M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$194K +$194K +5,300 New
GWM
202
Geneos Wealth Management
Colorado
$177K – – –
FBT
203
First Bank & Trust
South Dakota
$176K – – –
RA
204
Rational Advisors
New York
$166K +$20.7K +567 +14%
TAM
205
Tyers Asset Management
Texas
$162K – – –
CCM
206
Cribstone Capital Management
Maine
$159K – – –
FHA
207
First Horizon Advisors
Tennessee
$137K – – –
RCM
208
Riverhead Capital Management
Delaware
$132K – – –
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$131K +$621 +17 +0.5%
GHCM
210
Glen Harbor Capital Management
California
$118K – – –
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$104K +$1.94K +53 +2%
DSC
212
Duncker Streett & Co
Missouri
$89K – – –
JAM
213
JCIC Asset Management
Ontario, Canada
$86K – – –
AIM
214
Acrospire Investment Management
Illinois
$74K – – –
CAL
215
Capital Advisors Ltd
Ohio
$70K – – –
APSP
216
Asset Planning Services (Pennsylvania)
Pennsylvania
$70K – – –
PCTC
217
Perkins Coie Trust Company
Washington
$68K – – –
AssetMark Inc
218
AssetMark Inc
California
$67K -$1.71K -47 -2%
AAM
219
Advisors Asset Management
Colorado
$66K -$1.69K -46 -2%
AIM
220
Advantage Investment Management
Iowa
$58K – – –
TRCT
221
Tower Research Capital (TRC)
New York
$54K -$15.3K -416 -22%
SFPIA
222
Stevens First Principles Investment Advisors
California
$54K – – –
DADC
223
D.A. Davidson & Co
Montana
$52K +$36 +1 +0.1%
LWA
224
Lowe Wealth Advisors
Maryland
$50K -$7.29K -200 -13%
MA
225
MCF Advisors
Kentucky
$47K +$28.6K +780 +156%
7 8
9
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