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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
Goldman Sachs
New York
$88.7M
4
Fidelity International
Fidelity International
Bermuda
$749M
5
Bank of America
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
Millennium Management
New York
$7.37M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$401K – – –
BFM
227
Boston Financial Management
Massachusetts
$390K – – –
KeyBank National Association
228
KeyBank National Association
Ohio
$381K +$381K +7,318 New
Brown Advisory
229
Brown Advisory
Maryland
$381K – – –
API
230
Advisor Partners II
California
$379K +$5.53K +106 +1%
EWA
231
EverSource Wealth Advisors
Alabama
$365K +$354K +6,793 +3,250%
WF
232
Welch & Forbes
Massachusetts
$364K -$2.29K -44 -0.6%
MA
233
MONECO Advisors
Connecticut
$356K +$1.56K +30 +0.4%
DTC
234
Davidson Trust Company
Washington
$349K – – –
PCM
235
Parsons Capital Management
Rhode Island
$347K – – –
SC
236
Savant Capital
Illinois
$326K -$625 -12 -0.2%
M
237
Mirova
France
$321K -$133K -2,540 -29%
PA
238
Pinnacle Associates
New York
$321K – – –
WFI
239
West Family Investments
California
$320K -$36.8K -707 -10%
SCM
240
Stonebridge Capital Management
California
$315K – – –
CAM
241
Cozad Asset Management
Illinois
$307K -$3.13K -60 -1%
Truist Financial
242
Truist Financial
North Carolina
$305K +$52.7K +1,011 +21%
GIBU
243
Gulf International Bank (UK)
United Kingdom
$300K +$52.1K +1,000 +21%
LF
244
Lee Financial
Texas
$299K -$46.9K -900 -14%
WANY
245
Wealthspire Advisors (New York)
New York
$297K -$29.5K -566 -9%
UM
246
UniSuper Management
Australia
$290K +$290K +4,200 New
BPA
247
Beacon Pointe Advisors
California
$290K -$730 -14 -0.3%
Mercer Global Advisors
248
Mercer Global Advisors
Colorado
$288K -$17.9K -344 -6%
RPCA
249
Running Point Capital Advisors
California
$283K – – –
FTDI
250
First Trust Direct Indexing
Massachusetts
$282K -$17.7K -339 -6%
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