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Sun Life Financial
SLF

Overview Fund Activity

193 hedge funds and large institutions have $8.54B invested in Sun Life Financial in 2013 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 76 reducing their positions, and 12 closing their positions.

Holders
193
Holders Change
+7
Holders Change %
+3.76%
% of All Funds
6.26%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.29%
New
22
Increased
62
Reduced
76
Closed
12
Calls
$38.7M
Puts
$19.6M
Net Calls
+$19.1M
Net Calls Change
+$6.66M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$162M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$487M
3
Capital International Investors
3
Capital International Investors
California
$64M
4
PIC
4
PCJ Investment Counsel
Ontario, Canada
$32.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$33.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M
2
IGIM
2
I.G. Investment Management
Manitoba, Canada
$694M
3
Norges Bank
3
Norges Bank
Norway
$29.1M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$497M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$24K +$22.7K +700 +1,707%
CTC
177
Central Trust Company
Missouri
$18K – – –
PTC
178
Private Trust Company
Ohio
$16K – – –
Ameriprise
179
Ameriprise
Minnesota
$15K -$7.09M -229,344 -100%
Group One Trading
180
Group One Trading
Illinois
$15K +$15K +461 New
RIA
181
Regal Investment Advisors
Michigan
$14K -$100 -3 -0.7%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$13K – – –
AC
183
Alexandria Capital
Virginia
$11K – – –
PCM
184
Prelude Capital Management
New York
$10K +$10K +300 New
LIA
185
LS Investment Advisors
Michigan
$9K – – –
KTC
186
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
CPS
187
Counsel Portfolio Services
Ontario, Canada
$4.84K -$943 -29,500 -16%
EWM
188
Evercore Wealth Management
New York
$4K +$4K +134 New
RFA
189
Reilly Financial Advisors
California
$3K – – –
MA
190
MUFG Americas
New York
$3K +$3K +106 New
FNBT
191
FineMark National Bank & Trust
Florida
$2K – – –
MWP
192
MYCIO Wealth Partners
Pennsylvania
$2K – – –
TCM
193
TD Capital Management
Tennessee
$2K +$32 +1 +2%
Korea Investment Corp
194
Korea Investment Corp
South Korea
– -$1.98M -63,600 Closed
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
– -$1.54M -51,939 Closed
PP
196
Paloma Partners
Connecticut
– -$953K -32,182 Closed
DC
197
Deere & Company
Illinois
– -$838K -28,297 Closed
AQR Capital Management
198
AQR Capital Management
Connecticut
– -$643K -21,700 Closed
CRC
199
Curi RMB Capital
Illinois
– -$234K -7,916 Closed
CCT
200
Capital City Trust
Florida
– -$130K -4,379 Closed
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