SLF icon

Sun Life Financial
SLF

Overview Fund Activity

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
140
Reduced
110
Closed
21
Calls
$193M
Puts
$489M
Net Calls
-$296M
Net Calls Change
+$137M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$629M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$685M
3
IIM
3
Intact Investment Management
Quebec, Canada
$69.9M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$105M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$336M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.03B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$538M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$687M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$402M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
376
HHM Wealth Advisors
Tennessee
$1.54K 33 – –
PCM
377
Penserra Capital Management
California
$1K 32 – –
SWG
378
Summit Wealth Group
Vermont
$1K 25,405 +25,405 New
MWM
379
Mascoma Wealth Management
New Hampshire
$980 20 – –
Kayne Anderson Rudnick Investment Management
380
Kayne Anderson Rudnick Investment Management
California
$280 6 +6 New
FGAM
381
Financial Gravity Asset Management
Texas
$31 665 +665 New
VOYA Investment Management
382
VOYA Investment Management
Georgia
– – -46,184 Closed
MME
383
Meag Munich Ergo
Germany
– – -42,900 Closed
BNP Paribas Financial Markets
384
BNP Paribas Financial Markets
France
– – -39,724 Closed
Walleye Capital
385
Walleye Capital
New York
– – -25,289 Closed
SNT
386
SIG North Trading
Pennsylvania
– – -8,386 Closed
BCA
387
Bay Colony Advisors
Massachusetts
– – -7,814 Closed
SVWAG
388
Sound View Wealth Advisors Group
Georgia
– – -6,982 Closed
FNT
389
First National Trust
Pennsylvania
– – -6,591 Closed
GTCM
390
Gyon Technologies Capital Management
New Jersey
– – -5,683 Closed
SDJVC
391
St. Denis J. Villere & Co
Louisiana
– – -5,407 Closed
CLOS
392
Compagnie Lombard Odier SCmA
Switzerland
– – -968 Closed
TRCT
393
Tower Research Capital (TRC)
New York
– – -787 Closed
MCC
394
Money Concepts Capital
Florida
– – -559 Closed
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
– – -509 Closed
RBC
396
Romano Brothers & Co
Illinois
– – -308 Closed
LWP
397
Laurel Wealth Planning
Minnesota
– – -242 Closed
AAP
398
Arax Advisory Partners
Colorado
– – -189 Closed
MPCL
399
My Personal CFO LLC
Washington
– – -181 Closed
GIA
400
Goodwin Investment Advisory
Georgia
– – -109 Closed
13 14 15
16
17