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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 %
FCI
251
Financial Counselors Inc
Kansas
$255K -$1.81K -37 -0.7%
DI
252
DFPG Investments
Utah
$253K – – –
RFC
253
Regions Financial Corp
Alabama
$251K +$342 +7 +0.1%
PWPS
254
Pinnacle Wealth Planning Services
Ohio
$249K – – –
RWM
255
Ritholtz Wealth Management
New York
$247K -$3.03K -62 -1%
CFO
256
CVA Family Office
Colorado
$246K +$1.95K +40 +0.8%
CWS
257
Confluence Wealth Services
Pennsylvania
$243K – – –
M
258
Mirova
France
$243K -$58.8K -1,199 -19%
FAFN
259
First Affirmative Financial Network
Colorado
$242K +$242K +4,952 New
SC
260
Syon Capital
California
$237K +$237K +4,865 New
PP
261
PDS Planning
Ohio
$236K +$8.3K +170 +4%
NB
262
Northwest Bancshares
Pennsylvania
$230K -$11.4K -233 -5%
NW
263
NewEdge Wealth
Pennsylvania
$225K – – –
CCT
264
Capital City Trust
Florida
$224K – – –
IC
265
IEQ Capital
California
$224K +$1.95K +40 +0.9%
SOW
266
State of Wyoming
Wyoming
$221K +$221K +4,500 New
CGL
267
Clarius Group LLC
Washington
$219K -$23.6K -484 -10%
S
268
SimplyRich
California
$218K – – –
FAM
269
Flaharty Asset Management
Florida
$215K – – –
GIS
270
Grayhawk Investment Strategies
Alberta, Canada
$213K – – –
PFA
271
Pathway Financial Advisors
Vermont
$212K – – –
ECM
272
Evergreen Capital Management
Washington
$210K -$290K -5,946 -58%
IB
273
Intrust Bank
Kansas
$206K -$1.07K -22 -0.5%
SIA
274
Schechter Investment Advisors
Michigan
$205K -$24.4K -501 -11%
SP
275
Symmetry Partners
Connecticut
$204K -$269K -5,517 -57%
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