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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 %
PP
326
Pacifica Partners
Canada
$33.4K – – –
DJSG
327
D.J. St. Germain
Massachusetts
$31.7K – – –
SWM
328
Spire Wealth Management
Virginia
$27.7K – – –
SWA
329
Sutton Wealth Advisors
Florida
$26.9K – – –
MSFP
330
Mark Sheptoff Financial Planning
Connecticut
$25.9K – – –
AF
331
Advisornet Financial
Minnesota
$24.4K -$12.2K -251 -33%
SA
332
SRH Advisors
Kansas
$24.4K – – –
HBW
333
Hazlett, Burt & Watson
West Virginia
$24K – – –
AWM
334
Atticus Wealth Management
Florida
$24K – – –
SIC
335
Salem Investment Counselors
North Carolina
$23.4K – – –
BWS
336
Buck Wealth Strategies
Colorado
$23.2K – – –
NA
337
Nordwand Advisors
Pennsylvania
$21.4K +$21.4K +438 New
DSC
338
Duncker Streett & Co
Missouri
$20.2K – – –
TFM
339
TFC Financial Management
Massachusetts
$19.1K – – –
GRP
340
Global Retirement Partners
California
$18.3K +$47 +1 +0.3%
GWM
341
Geneos Wealth Management
Colorado
$18K – – –
UB
342
UMB Bank
Missouri
$17.5K -$84.5K -1,731 -83%
WIM
343
Westside Investment Management
California
$17.3K – – –
IA
344
IFP Advisors
Florida
$14.6K -$18.4K -378 -56%
SCA
345
Stonebridge Capital Advisors
Minnesota
$14.6K – – –
NA
346
NewEdge Advisors
Louisiana
$14.3K – – –
TC
347
Tacita Capital
Ontario, Canada
$13.5K – – –
YAL
348
Your Advocates Ltd
Texas
$13.4K – – –
DGAM
349
Desjardins Global Asset Management
Quebec, Canada
$12K +$12K +244 New
BBPWM
350
Blue Bell Private Wealth Management
Pennsylvania
$9.13K – – –
12 13
14
15 16