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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 %
GRP
326
Global Retirement Partners
California
$17.6K +$93 +2 +0.5%
RBC
327
Romano Brothers & Co
Illinois
$14.3K +$14.3K +308 New
ACM
328
Antonetti Capital Management
Florida
$14.1K – – –
SCA
329
Stonebridge Capital Advisors
Minnesota
$13.9K +$13.9K +300 New
TC
330
Tacita Capital
Ontario, Canada
$13K – – –
YAL
331
Your Advocates Ltd
Texas
$12.8K – – –
CAL
332
Capital Analysts LLC
Pennsylvania
$12K – – –
LWP
333
Laurel Wealth Planning
Minnesota
$11.2K – – –
NA
334
NewEdge Advisors
Louisiana
$11.1K +$11.1K +278 New
TFS
335
TrustCore Financial Services
Tennessee
$10.9K – – –
BAM
336
Belpointe Asset Management
Nevada
$10.8K +$10.8K +233 New
AAP
337
Arax Advisory Partners
Colorado
$8.77K +$8.77K +189 New
BBPWM
338
Blue Bell Private Wealth Management
Pennsylvania
$8.68K – – –
MPCL
339
My Personal CFO LLC
Washington
$8.4K +$8.4K +181 New
BWM
340
Baystate Wealth Management
Massachusetts
$8K – – –
PTC
341
Private Trust Company
Ohio
$8K +$91 +2 +1%
WTA
342
Washington Trust Advisors
Massachusetts
$7.66K – – –
AWM
343
Avior Wealth Management
Nebraska
$7.18K -$839 -18 -10%
BIA
344
Bell Investment Advisors
California
$7.01K – – –
AA
345
Ancora Advisors
Ohio
$7K – – –
VCM
346
Versant Capital Management
Arizona
$6.78K – – –
OC
347
Oakworth Capital
Alabama
$6.31K – – –
JWA
348
JFS Wealth Advisors
Pennsylvania
$6.22K +$557 +12 +10%
GIA
349
GHP Investment Advisors
Colorado
$5.52K – – –
GIA
350
Goodwin Investment Advisory
Georgia
$5.06K – – –
12 13
14
15 16