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Sun Life Financial
SLF

Overview Fund Activity

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
140
Reduced
110
Closed
21
Calls
$193M
Puts
$489M
Net Calls
-$296M
Net Calls Change
+$137M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$629M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$685M
3
IIM
3
Intact Investment Management
Quebec, Canada
$69.9M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$105M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$336M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.03B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$538M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$687M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
226
Boston Financial Management
Massachusetts
$350K +$350K +7,491 New
Brown Advisory
227
Brown Advisory
Maryland
$341K +$341K +7,305 New
API
228
Advisor Partners II
California
$335K +$88.1K +1,886 +36%
WF
229
Welch & Forbes
Massachusetts
$328K +$2.06K +44 +0.6%
WFI
230
West Family Investments
California
$320K – – –
MA
231
MONECO Advisors
Connecticut
$318K +$116K +2,475 +57%
TI
232
Trexquant Investment
Connecticut
$316K -$28.1K -602 -8%
DTC
233
Davidson Trust Company
Washington
$313K -$14.5K -310 -4%
PCM
234
Parsons Capital Management
Rhode Island
$311K – – –
LF
235
Lee Financial
Texas
$310K +$310K +6,641 New
OTPPB
236
Ontario Teachers' Pension Plan Board
Ontario, Canada
$307K – – –
PCIA
237
Prime Capital Investment Advisors
Kansas
$296K -$101K -2,169 -25%
WANY
238
Wealthspire Advisors (New York)
New York
$293K +$62.3K +1,335 +27%
SC
239
Savant Capital
Illinois
$293K +$293K +6,264 New
ASN
240
Advisory Services Network
Georgia
$291K +$4.02K +86 +1%
PA
241
Pinnacle Associates
New York
$287K – – –
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$284K -$840 -18 -0.3%
SCM
243
Stonebridge Capital Management
California
$282K – – –
HCM
244
Heathbridge Capital Management
Ontario, Canada
$280K – – –
CAM
245
Cozad Asset Management
Illinois
$278K -$21.9K -470 -7%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$275K +$17.3K +370 +7%
FTDI
247
First Trust Direct Indexing
Massachusetts
$268K +$56K +1,198 +26%
BPA
248
Beacon Pointe Advisors
California
$260K +$260K +5,578 New
RFC
249
Regions Financial Corp
Alabama
$256K +$3.58K +77 +1%
RPCA
250
Running Point Capital Advisors
California
$254K – – –
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