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Sun Life Financial
SLF

Overview Fund Activity

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
140
Reduced
110
Closed
21
Calls
$193M
Puts
$489M
Net Calls
-$296M
Net Calls Change
+$137M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$629M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$685M
3
IIM
3
Intact Investment Management
Quebec, Canada
$69.9M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$105M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$336M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.03B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$538M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$687M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
326
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K 695 – –
SOW
327
State of Wyoming
Wyoming
$29.6K 633 +633 New
BCV
328
Banque Cantonale Vaudoise
Switzerland
$28K 600 – –
GWS
329
Glassman Wealth Services
Virginia
$27.2K 582 -9 -2%
SWM
330
Spire Wealth Management
Virginia
$26.5K 568 +568 New
SWA
331
Sutton Wealth Advisors
Florida
$25.8K 552 – –
MSFP
332
Mark Sheptoff Financial Planning
Connecticut
$24.8K 530 – –
CA
333
Clearstead Advisors
Ohio
$23.8K 509 – –
SA
334
SRH Advisors
Kansas
$23K 500 – –
HBW
335
Hazlett, Burt & Watson
West Virginia
$23K 500 – –
AWM
336
Atticus Wealth Management
Florida
$22.9K 491 – –
BWS
337
Buck Wealth Strategies
Colorado
$22.2K 476 +476 New
FMP
338
Financial Management Professionals
Texas
$20K 420 +420 New
DSC
339
Duncker Streett & Co
Missouri
$19.3K 414 -400 -49%
GRP
340
Global Retirement Partners
California
$18.5K 384 +4 +1%
TFM
341
TFC Financial Management
Massachusetts
$18.3K 392 – –
GWM
342
Geneos Wealth Management
Colorado
$17.2K 369 -130 -26%
WIM
343
Westside Investment Management
California
$16.6K 355 – –
ACM
344
Antonetti Capital Management
Florida
$14.2K 304 – –
SCA
345
Stonebridge Capital Advisors
Minnesota
$14K 300 – –
TC
346
Tacita Capital
Ontario, Canada
$13K 275 – –
YAL
347
Your Advocates Ltd
Texas
$12.8K 275 – –
CAL
348
Capital Analysts LLC
Pennsylvania
$12K 262 – –
BAM
349
Belpointe Asset Management
Nevada
$10.9K 233 – –
IA
350
IFP Advisors
Florida
$10.5K 254 -2,346 -90%
12 13
14
15 16