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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 %
BGAI
301
Bruce G. Allen Investments
Colorado
$150K +$150K +2,899 New
SPIA
302
Steward Partners Investment Advisory
New York
$150K – – –
IBOK
303
Independence Bank of Kentucky
Kentucky
$147K – – –
FHA
304
First Horizon Advisors
Tennessee
$144K – – –
QCG
305
Quadrant Capital Group
Ohio
$142K -$13.2K -255 -9%
HNB
306
Huntington National Bank
Ohio
$134K -$78.1K -1,506 -37%
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$116K -$69.7K -1,344 -38%
Credit Agricole
308
Credit Agricole
France
$116K – – –
Bessemer Group
309
Bessemer Group
New Jersey
$113K -$25.7K -492 -19%
CFD
310
Creative Financial Designs
Indiana
$108K -$78.3K -1,510 -42%
T
311
TOBAM
France
$105K – – –
BTI
312
Blue Trust Inc
Georgia
$103K -$19.4K -399 -16%
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$102K -$13.3K -256 -12%
CAL
314
Capital Advisors Ltd
Ohio
$99K – – –
BFEC
315
Benjamin F. Edwards & Company
Missouri
$99K +$5.18K +100 +6%
PCTC
316
Perkins Coie Trust Company
Washington
$97K – – –
HI
317
Harbour Investments
Wisconsin
$89.5K +$259 +5 +0.3%
AF
318
Allworth Financial
California
$80.7K +$1.5K +29 +2%
LWA
319
Lowe Wealth Advisors
Maryland
$79.4K +$104 +2 +0.1%
ACA
320
Atlas Capital Advisors
Wyoming
$70.4K – – –
LWCFA
321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.4K – – –
B
322
Birchbrook
Maine
$67.2K +$67.2K +1,295 New
PP
323
Pacifica Partners
Canada
$66K +$30K +586 +83%
HWA
324
HHM Wealth Advisors
Tennessee
$65.5K – – –
CTC
325
Central Trust Company
Missouri
$62.2K – – –
11 12
13
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