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Sun Life Financial
SLF

Overview Fund Activity

378 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
127
Reduced
124
Closed
31
Calls
$316M
Puts
$474M
Net Calls
-$159M
Net Calls Change
+$106M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$83.6M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$49.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.1M
4
TPM
Triasima Portfolio Management
Quebec, Canada
+$20M
5
Amundi
Amundi
France
+$18M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$370M
2
Bank of America
Bank of America
North Carolina
-$57.4M
3
Man Group
Man Group
United Kingdom
-$33M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$29.7M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$351K -$5.66K -116 -2%
FTDI
227
First Trust Direct Indexing
Massachusetts
$343K +$79.6K +1,632 +30%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$343K +$343K +7,033 New
SVWAG
229
Sound View Wealth Advisors Group
Georgia
$341K +$341K +6,982 New
MA
230
MONECO Advisors
Connecticut
$335K +$1.27K +26 +0.4%
BPA
231
Beacon Pointe Advisors
California
$330K +$58.8K +1,204 +22%
DTC
232
Davidson Trust Company
Washington
$327K – – –
PCM
233
Parsons Capital Management
Rhode Island
$325K – – –
SC
234
Savant Capital
Illinois
$304K -$683 -14 -0.2%
PA
235
Pinnacle Associates
New York
$300K – – –
WFI
236
West Family Investments
California
$300K – – –
Truist Financial
237
Truist Financial
North Carolina
$299K +$13.1K +269 +5%
EGM
238
Engineers Gate Manager
New York
$296K +$296K +6,060 New
SCM
239
Stonebridge Capital Management
California
$295K – – –
CAM
240
Cozad Asset Management
Illinois
$289K +$1.07K +22 +0.4%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$287K +$31.4K +643 +12%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$284K +$14K +287 +5%
CP
243
CenterBook Partners
Connecticut
$281K +$281K +5,768 New
UM
244
UniSuper Management
Australia
$278K – – –
Baird Financial Group
245
Baird Financial Group
Wisconsin
$276K +$25.8K +529 +10%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$267K +$15.2K +312 +6%
WANY
247
Wealthspire Advisors (New York)
New York
$266K -$11.9K -243 -4%
RPCA
248
Running Point Capital Advisors
California
$265K – – –
ST
249
Smithfield Trust
Pennsylvania
$263K – – –
LF
250
Lee Financial
Texas
$256K -$24.4K -500 -9%
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