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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 %
W
351
WealthCollab
Washington
$23.9K +$23.9K +460 New
NA
352
Nordwand Advisors
Pennsylvania
$22.7K – – –
DSC
353
Duncker Streett & Co
Missouri
$21.5K – – –
TFM
354
TFC Financial Management
Massachusetts
$20.3K – – –
GWM
355
Geneos Wealth Management
Colorado
$20.3K +$1.14K +22 +6%
GRP
356
Global Retirement Partners
California
$19.7K +$101 +2 +0.5%
LI
357
Louisbourg Investments
New Brunswick, Canada
$19.5K +$19.5K +375 New
FPF
358
First Pacific Financial
Washington
$19K +$19K +367 New
UB
359
UMB Bank
Missouri
$18.6K – – –
WIM
360
Westside Investment Management
California
$18.4K – – –
NA
361
NewEdge Advisors
Louisiana
$15.1K – – –
MIA
362
MeadowBrook Investment Advisors
Michigan
$15K +$15K +289 New
TC
363
Tacita Capital
Ontario, Canada
$14.3K – – –
YAL
364
Your Advocates Ltd
Texas
$14.3K – – –
BL
365
BFSG LLC
California
$11.7K +$11.7K +225 New
TFIPS
366
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.4K +$10.4K +200 New
BBPWM
367
Blue Bell Private Wealth Management
Pennsylvania
$9.7K – – –
PTC
368
Private Trust Company
Ohio
$9.37K +$103 +2 +1%
AAG
369
Armstrong Advisory Group
Massachusetts
$9.18K +$9.18K +177 New
HGERS
370
Householder Group Estate & Retirement Specialist
Arizona
$9K +$96 +2 +1%
LWANC
371
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.82K – – –
BWM
372
Baystate Wealth Management
Massachusetts
$8.81K – – –
WTA
373
Washington Trust Advisors
Massachusetts
$8.56K – – –
BIA
374
Bell Investment Advisors
California
$8.14K +$985 +19 +14%
AA
375
Ancora Advisors
Ohio
$7.68K – – –
13 14
15
16 17