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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 %
BFA
176
BlackRock Fund Advisors
California
$73K – – –
CAL
177
Capital Advisors Ltd
Ohio
$67K +$67K +1,903 New
LWM
178
LBA Wealth Management
Florida
$66K +$66K +1,856 New
PCTC
179
Perkins Coie Trust Company
Washington
$66K +$66K +1,859 New
ClearBridge Investments
180
ClearBridge Investments
New York
$65K – – –
SSB
181
Sandy Spring Bank
Maryland
$62K -$10.6K -300 -15%
HI
182
Hudock Inc
Pennsylvania
$62K +$62K +1,747 New
Manulife (Manufacturers Life Insurance)
183
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K +$2.18K +58,457 +4%
BBHC
184
Brown Brothers Harriman & Co
New York
$52K – – –
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$52K – – –
First Manhattan
186
First Manhattan
New York
$51K -$35.2K -1,000 -41%
Creative Planning
187
Creative Planning
Kansas
$51K +$24.6K +690 +93%
DVM
188
Dreman Value Management
Florida
$51K +$51K +1,441 New
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$50K +$2.35K +66 +5%
OA
190
OFI Advisors
Pennsylvania
$49K -$9.81K -275 -17%
FFC
191
First Financial Corp
Indiana
$46K – – –
HFM
192
Hartford Financial Management
Connecticut
$45K – – –
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$43K -$13.4K -378 -24%
WA
194
Waverly Advisors
Alabama
$40K – – –
BCM
195
Blume Capital Management
California
$39K +$39K +1,100 New
AA
196
Apriem Advisors
California
$35K – – –
WA
197
WFG Advisors
Texas
$35K – – –
OC
198
Oakworth Capital
Alabama
$35K +$35K +1,000 New
QT
199
Quantbot Technologies
New York
$28K -$17.5K -500 -38%
PCM
200
Prelude Capital Management
New York
$21K +$10.5K +300 +100%
6 7
8
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