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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 %
HGERS
351
Householder Group Estate & Retirement Specialist
Arizona
$9.06K +$9.06K +185 New
PTC
352
Private Trust Company
Ohio
$8.74K +$49 +1 +0.6%
LWANC
353
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.3K – – –
BWM
354
Baystate Wealth Management
Massachusetts
$8.29K – – –
CCP
355
Carmel Capital Partners
California
$8.15K – – –
WTA
356
Washington Trust Advisors
Massachusetts
$8.05K – – –
ACM
357
Antonetti Capital Management
Florida
$7.32K -$7.52K -154 -51%
AA
358
Ancora Advisors
Ohio
$7.22K – – –
RWPA
359
Richard W. Paul & Associates
Michigan
$6.83K +$6.83K +140 New
JWA
360
JFS Wealth Advisors
Pennsylvania
$6.78K -$439 -9 -6%
BIA
361
Bell Investment Advisors
California
$6.74K +$293 +6 +5%
AWM
362
Avior Wealth Management
Nebraska
$6.01K +$98 +2 +2%
PPWM
363
PFG Private Wealth Management
Florida
$5.95K -$13.2K -270 -69%
SS
364
Sunbelt Securities
Texas
$5.95K – – –
GIA
365
GHP Investment Advisors
Colorado
$5.81K – – –
Optiver Holding
366
Optiver Holding
Netherlands
$5.81K +$5.81K +119 New
KFI
367
Key Financial Inc
Pennsylvania
$4.83K -$10.7K -219 -69%
EARNEST Partners
368
EARNEST Partners
Georgia
$4.64K – – –
BC
369
Barrett & Company
Rhode Island
$4.59K – – –
GEA
370
Glen Eagle Advisors
New Jersey
$4.1K – – –
ETC
371
Exchange Traded Concepts
Oklahoma
$4.1K +$830 +17 +25%
FPFS
372
First Personal Financial Services
North Carolina
$2.44K +$2.44K +50 New
PCM
373
Penserra Capital Management
California
$2K +$667 +16 +50%
VF
374
VitalStone Financial
Texas
$2K +$2K +52 New
TRCT
375
Tower Research Capital (TRC)
New York
$1.37K -$1.71K -35 -56%
13 14
15
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