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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 %
ST
251
Smithfield Trust
Pennsylvania
$252K – – –
RWM
252
Ritholtz Wealth Management
New York
$250K -$13.7K -294 -5%
DI
253
DFPG Investments
Utah
$250K +$39.4K +843 +19%
FCI
254
Financial Counselors Inc
Kansas
$246K -$32.7K -700 -12%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$244K -$47 -1 -0%
RG
256
Rathbones Group
United Kingdom
$238K – – –
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$238K – – –
CFO
258
CVA Family Office
Colorado
$234K – – –
CWS
259
Confluence Wealth Services
Pennsylvania
$233K – – –
NB
260
Northwest Bancshares
Pennsylvania
$231K -$3.88K -83 -2%
CFD
261
Creative Financial Designs
Indiana
$226K +$226K +4,850 New
Truist Financial
262
Truist Financial
North Carolina
$226K +$24.8K +531 +12%
CGL
263
Clarius Group LLC
Washington
$222K -$27.5K -589 -11%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$222K – – –
KI
265
Kula Investments
Illinois
$221K +$221K +4,722 New
ONB
266
Old National Bancorp
Indiana
$217K +$7.61K +163 +4%
NW
267
NewEdge Wealth
Pennsylvania
$216K -$1.07K -23 -0.5%
V
268
Veritable
Delaware
$215K – – –
CCT
269
Capital City Trust
Florida
$215K – – –
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$212K +$6.73K +144 +3%
IC
271
IEQ Capital
California
$210K +$1.77K +38 +0.9%
S
272
SimplyRich
California
$209K -$3.08K -66 -1%
IB
273
Intrust Bank
Kansas
$208K -$5.7K -122 -3%
FAM
274
Flaharty Asset Management
Florida
$206K – – –
BCM
275
Bayesian Capital Management
New York
$205K +$205K +4,400 New
9 10
11
12 13