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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 %
ADL
326
Asset Dedication LLC
California
$58K – – –
ZB
327
Zions Bancorporation
Utah
$52.5K +$52 +1 +0.1%
CB
328
Centennial Bank
Arkansas
$51.5K – – –
HCP
329
Hexagon Capital Partners
Arkansas
$51K +$6.64K +128 +15%
AWM
330
Abound Wealth Management
Tennessee
$50.9K -$4.15K -80 -8%
GEA
331
Glen Eagle Advisors
New Jersey
$48.1K +$43.8K +844 +1,005%
MA
332
MCF Advisors
Kentucky
$46.2K – – –
FFA
333
Fairfield Financial Advisors
Massachusetts
$45.5K – – –
WT
334
Whittier Trust
California
$44.7K – – –
HT
335
Headlands Technologies
Illinois
$42.9K +$42.9K +827 New
PWMG
336
Private Wealth Management Group
New Jersey
$41.3K +$41.3K +797 New
OC
337
Oakworth Capital
Alabama
$38.8K – – –
HPC
338
HM Payson & Co
Maine
$38.5K – – –
IA
339
IFP Advisors
Florida
$37K +$21.5K +414 +138%
GWS
340
Glassman Wealth Services
Virginia
$33.1K -$6.85K -132 -17%
NFA
341
Northwest Financial Advisors
Virginia
$29.3K +$29.3K +566 New
SWM
342
Spire Wealth Management
Virginia
$29K – – –
MSFP
343
Mark Sheptoff Financial Planning
Connecticut
$27.5K – – –
HBW
344
Hazlett, Burt & Watson
West Virginia
$26K – – –
VAMG
345
Voisard Asset Management Group
Michigan
$26K +$26K +501 New
AF
346
Advisornet Financial
Minnesota
$25.9K – – –
SA
347
SRH Advisors
Kansas
$25.9K – – –
AWM
348
Atticus Wealth Management
Florida
$25.5K – – –
SIC
349
Salem Investment Counselors
North Carolina
$24.9K – – –
PCMC
350
Planning Capital Management Corporation
Pennsylvania
$24.1K +$24.1K +465 New
12 13
14
15 16