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Sun Life Financial
SLF

Overview Fund Activity

215 hedge funds and large institutions have $9.28B invested in Sun Life Financial in 2013 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
215
Holders Change
+22
Holders Change %
+11.4%
% of All Funds
6.24%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
39
Increased
67
Reduced
77
Closed
16
Calls
$59.5M
Puts
$19.2M
Net Calls
+$40.3M
Net Calls Change
+$21.2M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$46.3M
2
Capital International Investors
2
Capital International Investors
California
$109M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$127M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$210M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$567M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.44B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$476M
3
IGIM
3
I.G. Investment Management
Manitoba, Canada
$717M
4
OTPPB
4
Ontario Teachers' Pension Plan Board
Ontario, Canada
$32.4M
5
Invesco
5
Invesco
Georgia
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
126
HBK Sorce Advisory
Pennsylvania
$637K – – –
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$611K +$95.5K +2,704 +19%
William Blair & Company
128
William Blair & Company
Illinois
$611K -$7.87K -223 -1%
OMCS
129
Old Mutual Customised Solutions
South Africa
$611K – – –
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$608K +$2.37K +67 +0.4%
IPC
131
Independent Portfolio Consultants
Florida
$607K -$39.2K -1,110 -6%
LPL Financial
132
LPL Financial
California
$604K +$145K +4,119 +32%
HFS
133
HL Financial Services
Kentucky
$603K +$603K +17,070 New
PAM
134
Princeton Alpha Management
New Jersey
$592K +$592K +16,768 New
RFC
135
Regions Financial Corp
Alabama
$583K -$7.07K -200 -1%
PAM
136
Premier Asset Management
Illinois
$536K – – –
SCA
137
SAC Capital Advisors
Connecticut
$514K +$101K +2,859 +24%
HI
138
HBK Investments
Texas
$509K +$509K +14,419 New
AAM
139
Advisors Asset Management
Colorado
$474K -$305K -8,641 -39%
LOCC
140
Lombard Odier & Cie (Canada)
Quebec, Canada
$436K +$436K +12,348 New
Financial Engines Advisors
141
Financial Engines Advisors
California
$423K -$104K -2,930 -20%
IAS
142
IMA Advisory Services
Colorado
$417K +$159K +4,490 +61%
ACM
143
Apex Capital Management
Ohio
$417K +$417K +11,800 New
CLOS
144
Compagnie Lombard Odier SCmA
Switzerland
$417K +$417K +11,802 New
CA
145
Commerzbank Aktiengesellschaft
Germany
$408K – – –
Pacer Advisors
146
Pacer Advisors
Pennsylvania
$408K +$408K +11,323 New
PSUF
147
People's United Financial
Connecticut
$400K – – –
FTIOP
148
Fiduciary Trust International of Pennsylvania
Pennsylvania
$381K +$381K +10,786 New
FWIA
149
Fort Washington Investment Advisors
Ohio
$359K – – –
ARTA
150
A.R.T. Advisors
New York
$324K +$324K +9,181 New
4 5
6
7 8