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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 %
PAG
151
Private Advisor Group
New Jersey
$295K +$295K +8,347 New
VKH
152
Virtu KCG Holdings
New York
$290K -$6.38M -180,523 -96%
WF
153
Welch & Forbes
Massachusetts
$285K – – –
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$265K -$2.68K -76 -1%
ACM
155
Aviance Capital Management
Florida
$263K -$4.88K -138 -2%
CRC
156
Curi RMB Capital
Illinois
$262K +$262K +7,417 New
FCAM
157
F&C Asset Management
United Kingdom
$259K +$259K +6,500 New
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$255K +$255K +7,230 New
1SB
159
1ST Source Bank
Indiana
$246K -$21.2K -600 -8%
V
160
Veritable
Delaware
$237K – – –
NIM
161
Nexus Investment Management
Ontario, Canada
$236K +$236K +6,702 New
SCM
162
Stonebridge Capital Management
California
$230K – – –
Vanguard Group
163
Vanguard Group
Pennsylvania
$229K +$229K +6,100 New
Axa
164
Axa
France
$222K +$10.6K +300 +5%
CB
165
Commerce Bank
Missouri
$213K -$8.85K -250 -4%
Bessemer Group
166
Bessemer Group
New Jersey
$198K +$106K +3,000 +115%
GT
167
Glenmede Trust
Pennsylvania
$195K +$15.3K +437 +9%
FHA
168
First Horizon Advisors
Tennessee
$157K +$14.7K +417 +10%
MFS
169
MSI Financial Services
Massachusetts
$124K -$953 -27 -0.8%
AIG
170
American International Group
New York
$123K +$3.53K +100 +3%
DADC
171
D.A. Davidson & Co
Montana
$116K +$12.2K +348 +12%
CIS
172
Capital International Sarl
California
$95K +$42.2K +1,200 +80%
RNS
173
Robert N. Shapiro
$92K -$48.8K -1,381 -35%
SF
174
Synovus Financial
Georgia
$80K – – –
M&T Bank
175
M&T Bank
New York
$79K -$11.1K -317 -12%
5 6
7
8 9