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Sun Life Financial
SLF

Overview Fund Activity

397 hedge funds and large institutions have $14.3B invested in Sun Life Financial in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+19
Holders Change %
+5.03%
% of All Funds
5.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
52
Increased
130
Reduced
122
Closed
27
Calls
$334M
Puts
$457M
Net Calls
-$123M
Net Calls Change
+$35.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$816M
2
Morgan Stanley
Morgan Stanley
New York
$301M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$495M
4
AM
AGF Management
Ontario, Canada
$91.8M
5
Allianz Asset Management
Allianz Asset Management
Germany
$61.1M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.14B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$605M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$417M
4
Fidelity International
Fidelity International
Bermuda
$636M
5
Franklin Resources
Franklin Resources
California
$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
276
Clarius Group LLC
Washington
$234K +$1.66K +32 +0.7%
S
277
SimplyRich
California
$232K -$363 -7 -0.2%
IB
278
Intrust Bank
Kansas
$231K +$11.7K +226 +5%
RAG
279
RIA Advisory Group
Iowa
$228K +$228K +760 New
N
280
Natixis
France
$226K +$226K +4,351 New
PFA
281
Pathway Financial Advisors
Vermont
$225K – – –
GIS
282
Grayhawk Investment Strategies
Alberta, Canada
$221K – – –
STA
283
Summit Trail Advisors
New York
$217K – – –
ATC
284
Argent Trust Co
Tennessee
$217K – – –
SDJVC
285
St. Denis J. Villere & Co
Louisiana
$217K – – –
SIA
286
Schechter Investment Advisors
Michigan
$216K -$2.13K -41 -1%
SP
287
Symmetry Partners
Connecticut
$215K – – –
EWA
288
EverSource Wealth Advisors
Alabama
$214K +$13.8K +267 +7%
CWM
289
Congress Wealth Management
Massachusetts
$214K +$214K +4,125 New
AAM
290
Advisors Asset Management
Colorado
$212K -$274K -5,291 -56%
BI
291
Ballast Inc
Kentucky
$212K +$212K +4,083 New
EGM
292
Engineers Gate Manager
New York
$210K -$105K -2,016 -33%
AWA
293
Arete Wealth Advisors
Illinois
$208K +$208K +4,004 New
CP
294
Canopy Partners
Ohio
$203K +$203K +3,914 New
GIBU
295
Gulf International Bank (UK)
United Kingdom
$202K -$7.75K -150 -4%
TRCT
296
Tower Research Capital (TRC)
New York
$193K +$192K +3,695 +13,196%
CHC
297
City Holding Co
West Virginia
$192K – – –
LC
298
Lindbrook Capital
California
$185K -$9.13K -176 -5%
PA
299
Parallel Advisors
California
$180K -$9.28K -179 -5%
RhumbLine Advisers
300
RhumbLine Advisers
Massachusetts
$151K -$5.96K -115 -4%
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