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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
$442M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$89M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$693M
4
TPM
Triasima Portfolio Management
Quebec, Canada
$33.2M
5
Amundi
Amundi
France
$125M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Bank of America
Bank of America
North Carolina
$98.2M
3
Man Group
Man Group
United Kingdom
$48.4M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$280M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$88K +$7.78K +160 +10%
HI
302
Harbour Investments
Wisconsin
$84K – – –
LWA
303
Lowe Wealth Advisors
Maryland
$74.6K +$98 +2 +0.1%
AF
304
Allworth Financial
California
$74.5K +$683 +14 +0.9%
JMF
305
Johnson Midwest Financial
Iowa
$74.1K +$293 +6 +0.4%
ACA
306
Atlas Capital Advisors
Wyoming
$66.3K – – –
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.7K – – –
HWA
308
HHM Wealth Advisors
Tennessee
$61.6K +$61.6K +1,263 New
CTC
309
Central Trust Company
Missouri
$58.6K – – –
ADL
310
Asset Dedication LLC
California
$55K – – –
AWM
311
Abound Wealth Management
Tennessee
$51.8K -$4.88K -100 -9%
ZB
312
Zions Bancorporation
Utah
$49.4K – – –
FFA
313
Farther Finance Advisors
California
$49.2K +$49.2K +1,008 New
CB
314
Centennial Bank
Arkansas
$48.5K – – –
MA
315
MCF Advisors
Kentucky
$43.4K – – –
FFA
316
Fairfield Financial Advisors
Massachusetts
$42.8K +$42.8K +878 New
WT
317
Whittier Trust
California
$42.1K – – –
HCP
318
Hexagon Capital Partners
Arkansas
$41.7K -$7.47K -153 -15%
Legacy Financial Group (Iowa)
319
Legacy Financial Group (Iowa)
Iowa
$39.6K +$39.6K +812 New
IG
320
ING Group
Netherlands
$39.5K – – –
HL
321
HeadInvest LLC
Maine
$38.8K +$38.8K +812 New
GWS
322
Glassman Wealth Services
Virginia
$37.6K +$6K +123 +19%
OC
323
Oakworth Capital
Alabama
$36.5K – – –
HPC
324
HM Payson & Co
Maine
$36.2K – – –
PPC
325
Park Place Capital
Alabama
$35.5K -$8.35K -171 -19%
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