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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
Goldman Sachs
New York
$88.7M
4
Fidelity International
Fidelity International
Bermuda
$749M
5
Bank of America
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
Millennium Management
New York
$7.37M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
351
NewEdge Advisors
Louisiana
$15.2K +$13.1K +252 +630%
YAL
352
Your Advocates Ltd
Texas
$14.3K – – –
VSQM
353
V-Square Quantitative Management
Illinois
$14.2K +$14.2K +206 New
CAL
354
Capital Analysts LLC
Pennsylvania
$14K – – –
TC
355
Tacita Capital
Ontario, Canada
$14K – – –
AssetMark Inc
356
AssetMark Inc
California
$12.1K +$12.1K +233 New
BBPWM
357
Blue Bell Private Wealth Management
Pennsylvania
$9.75K – – –
PTC
358
Private Trust Company
Ohio
$9.25K +$104 +2 +1%
LWANC
359
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.86K -$27.4K -525 -76%
BWM
360
Baystate Wealth Management
Massachusetts
$8.85K – – –
CCP
361
Carmel Capital Partners
California
$8.7K – – –
WTA
362
Washington Trust Advisors
Massachusetts
$8.6K – – –
AA
363
Ancora Advisors
Ohio
$7.71K – – –
JWA
364
JFS Wealth Advisors
Pennsylvania
$7.71K +$261 +5 +3%
VCM
365
Versant Capital Management
Arizona
$7.61K – – –
BIA
366
Bell Investment Advisors
California
$6.88K +$3.65K +70 +113%
SS
367
Sunbelt Securities
Texas
$6.36K – – –
AWM
368
Avior Wealth Management
Nebraska
$6.36K +$53 +1 +0.8%
GIA
369
GHP Investment Advisors
Colorado
$6K – – –
BC
370
Barrett & Company
Rhode Island
$4.9K – – –
GEA
371
Glen Eagle Advisors
New Jersey
$4.38K – – –
SF
372
Safeguard Financial
Wisconsin
$4K +$4K +93 New
EARNEST Partners
373
EARNEST Partners
Georgia
$3.65K – – –
ETC
374
Exchange Traded Concepts
Oklahoma
$3.49K -$678 -13 -16%
TRCT
375
Tower Research Capital (TRC)
New York
$3.28K +$3.28K +63 New
13 14
15
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