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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 %
CTC
201
Central Trust Company
Missouri
$20K – – –
PTC
202
Private Trust Company
Ohio
$18K – – –
SA
203
SRH Advisors
Kansas
$18K +$18K +500 New
FNBT
204
FineMark National Bank & Trust
Florida
$16K +$14.1K +393 +756%
Ameriprise
205
Ameriprise
Minnesota
$14K -$2.56K -75 -15%
RIA
206
Regal Investment Advisors
Michigan
$14K -$1.27K -35 -8%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
AC
208
Alexandria Capital
Virginia
$12K – – –
TRCT
209
Tower Research Capital (TRC)
New York
$10K -$238K -6,171 -96%
LIA
210
LS Investment Advisors
Michigan
$10K – – –
SMG
211
Spectrum Management Group
Indiana
$10K +$10K +272 New
CG
212
Colony Group
Massachusetts
$7K +$7K +211 New
KTC
213
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
RFA
214
Reilly Financial Advisors
California
$3K – – –
Group One Trading
215
Group One Trading
Illinois
$2K -$13.1K -400 -87%
MWP
216
MYCIO Wealth Partners
Pennsylvania
$2K – – –
SI
217
Sprott Inc
Ontario, Canada
– -$8.6M -269,000 Closed
Macquarie Group
218
Macquarie Group
Australia
– -$2.06M -64,480 Closed
Citadel Advisors
219
Citadel Advisors
Florida
– -$1.46M -45,760 Closed
AIU
220
Algebris Investments (UK)
United Kingdom
– -$1.04M -32,600 Closed
LG
221
Leuthold Group
Minnesota
– -$966K -30,205 Closed
PP
222
PDT Partners
New York
– -$532K -16,639 Closed
RJA
223
Raymond James & Associates
Florida
– -$400K -12,554 Closed
Brown Advisory
224
Brown Advisory
Maryland
– -$252K -7,894 Closed
CIP
225
Convergence Investment Partners
Florida
– -$210K -6,556 Closed
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