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Sun Life Financial
SLF

Overview Fund Activity

362 hedge funds and large institutions have $12.6B invested in Sun Life Financial in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
118
Reduced
121
Closed
34
Calls
$174M
Puts
$606M
Net Calls
-$432M
Net Calls Change
-$220M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$286M
2
Man Group
Man Group
United Kingdom
$146M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$150M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$313M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$34.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.13B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$463M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$343M
4
Goldman Sachs
Goldman Sachs
New York
$28.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$753M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Centennial Bank
Arkansas
$46.1K +$46.1K +994 New
PPC
302
Park Place Capital
Alabama
$46K +$46K +996 New
CLOS
303
Compagnie Lombard Odier SCmA
Switzerland
$45K +$45K +968 New
HCP
304
Hexagon Capital Partners
Arkansas
$42.7K +$5.8K +125 +16%
MA
305
MCF Advisors
Kentucky
$41.3K – – –
WT
306
Whittier Trust
California
$40K – – –
AF
307
Advisornet Financial
Minnesota
$38.8K +$16.9K +363 +77%
DSC
308
Duncker Streett & Co
Missouri
$37.8K – – –
TRCT
309
Tower Research Capital (TRC)
New York
$37K -$527K -11,210 -93%
ADL
310
Asset Dedication LLC
California
$36K – – –
LWANC
311
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.3K – – –
BCV
312
Banque Cantonale Vaudoise
Switzerland
$28K – – –
GWS
313
Glassman Wealth Services
Virginia
$27.4K +$3.57K +77 +15%
MCC
314
Money Concepts Capital
Florida
$25.9K +$25.9K +559 New
SWA
315
Sutton Wealth Advisors
Florida
$25.6K – – –
AIM
316
Achmea Investment Management
Netherlands
$25K – – –
MSFP
317
Mark Sheptoff Financial Planning
Connecticut
$24.6K – – –
CA
318
Clearstead Advisors
Ohio
$23.6K – – –
GWM
319
Geneos Wealth Management
Colorado
$23.2K – – –
SA
320
SRH Advisors
Kansas
$23K – – –
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$23K +$181 +4 +0.8%
HBW
322
Hazlett, Burt & Watson
West Virginia
$23K +$4.6K +100 +25%
AWM
323
Atticus Wealth Management
Florida
$22.8K – – –
CA
324
CoreCap Advisors
Michigan
$21K +$21K +452 New
TFM
325
TFC Financial Management
Massachusetts
$18.2K – – –
11 12
13
14 15