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Sun Life Financial
SLF

Overview Fund Activity

362 hedge funds and large institutions have $12.6B invested in Sun Life Financial in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
118
Reduced
121
Closed
34
Calls
$174M
Puts
$606M
Net Calls
-$432M
Net Calls Change
-$220M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$286M
2
Man Group
Man Group
United Kingdom
$146M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$150M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$313M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$34.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.13B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$463M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$343M
4
Goldman Sachs
Goldman Sachs
New York
$28.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$753M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$286K +$4.97K +107 +2%
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$283K -$5.42K -117 -2%
SCM
228
Stonebridge Capital Management
California
$280K -$10.9K -235 -4%
HCM
229
Heathbridge Capital Management
Ontario, Canada
$278K – – –
FCI
230
Financial Counselors Inc
Kansas
$277K +$32.5K +700 +13%
GTCM
231
Gyon Technologies Capital Management
New Jersey
$264K +$264K +5,683 New
Cerity Partners
232
Cerity Partners
New York
$263K +$279 +6 +0.1%
RWM
233
Ritholtz Wealth Management
New York
$262K -$157K -3,386 -38%
Mercer Global Advisors
234
Mercer Global Advisors
Colorado
$256K +$256K +5,508 New
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$254K -$434K -9,363 -63%
RPCA
236
Running Point Capital Advisors
California
$252K +$12.1K +260 +5%
RFC
237
Regions Financial Corp
Alabama
$251K – – –
ST
238
Smithfield Trust
Pennsylvania
$250K – – –
SDJVC
239
St. Denis J. Villere & Co
Louisiana
$250K – – –
CGL
240
Clarius Group LLC
Washington
$248K +$248K +5,350 New
API
241
Advisor Partners II
California
$245K +$245K +5,279 New
Baird Financial Group
242
Baird Financial Group
Wisconsin
$243K -$10.4K -224 -4%
RG
243
Rathbones Group
United Kingdom
$237K – – –
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$237K +$237K +5,098 New
NB
245
Northwest Bancshares
Pennsylvania
$234K – – –
CFO
246
CVA Family Office
Colorado
$232K +$232K +5,000 New
CWS
247
Confluence Wealth Services
Pennsylvania
$231K -$49.6K -1,069 -18%
WANY
248
Wealthspire Advisors (New York)
New York
$229K +$229K +4,935 New
GIBU
249
Gulf International Bank (UK)
United Kingdom
$220K – – –
NW
250
NewEdge Wealth
Pennsylvania
$215K +$215K +4,641 New
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