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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
Goldman Sachs
New York
$88.7M
4
Fidelity International
Fidelity International
Bermuda
$749M
5
Bank of America
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
Millennium Management
New York
$7.37M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
301
Capital Advisors Ltd
Ohio
$99K – – –
PCTC
302
Perkins Coie Trust Company
Washington
$97.5K – – –
BTI
303
Blue Trust Inc
Georgia
$94K -$20.3K -432 -18%
HI
304
Harbour Investments
Wisconsin
$89.7K – – –
BFEC
305
Benjamin F. Edwards & Company
Missouri
$86K -$17K -326 -16%
LWA
306
Lowe Wealth Advisors
Maryland
$79.6K +$104 +2 +0.1%
AF
307
Allworth Financial
California
$78.9K – – –
JMF
308
Johnson Midwest Financial
Iowa
$78.8K +$261 +5 +0.3%
ACA
309
Atlas Capital Advisors
Wyoming
$70.8K +$70.8K +1,358 New
T
310
TOBAM
France
$70K -$59.1K -1,137 -46%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.8K – – –
CTC
312
Central Trust Company
Missouri
$62.5K -$31.1K -596 -33%
AWM
313
Abound Wealth Management
Tennessee
$60.6K – – –
ADL
314
Asset Dedication LLC
California
$58K +$17K +325 +41%
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$54.7K – – –
VCM
316
Vigilant Capital Management
Maine
$53K – – –
ZB
317
Zions Bancorporation
Utah
$52.7K – – –
HCP
318
Hexagon Capital Partners
Arkansas
$52.5K +$3.23K +62 +7%
CB
319
Centennial Bank
Arkansas
$51.8K – – –
PPC
320
Park Place Capital
Alabama
$46.8K – – –
MA
321
MCF Advisors
Kentucky
$46.4K – – –
WT
322
Whittier Trust
California
$44.9K – – –
IG
323
ING Group
Netherlands
$42.2K – – –
RI
324
Ridgewood Investments
New Jersey
$41.7K – – –
AF
325
Advisornet Financial
Minnesota
$39.1K -$625 -12 -2%
11 12
13
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