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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 %
FFA
376
Farther Finance Advisors
California
$7.38K -$45K -866 -86%
JWA
377
JFS Wealth Advisors
Pennsylvania
$7.21K – – –
AWM
378
Avior Wealth Management
Nebraska
$6.45K +$52 +1 +0.8%
SS
379
Sunbelt Securities
Texas
$6.33K – – –
GIA
380
GHP Investment Advisors
Colorado
$6.17K – – –
KFI
381
Key Financial Inc
Pennsylvania
$5.13K – – –
BC
382
Barrett & Company
Rhode Island
$4.88K – – –
Optiver Holding
383
Optiver Holding
Netherlands
$3.68K -$2.49K -48 -40%
ASN
384
Advisory Services Network
Georgia
$3.63K +$3.63K +70 New
VF
385
VitalStone Financial
Texas
$3K -$184 -3 -6%
PPWM
386
PFG Private Wealth Management
Florida
$2.96K -$3.37K -65 -53%
PS
387
Principal Securities
Iowa
$2.96K +$2.96K +57 New
PCWA
388
Pacific Capital Wealth Advisors
California
$2.8K +$2.8K +54 New
FPFS
389
First Personal Financial Services
North Carolina
$2.59K – – –
PCM
390
Penserra Capital Management
California
$2K – – –
ETC
391
Exchange Traded Concepts
Oklahoma
$1.71K -$2.64K -51 -61%
GI
392
Gradient Investments
Minnesota
$1.4K – – –
JFGIW
393
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.09K +$1.09K +21 New
MWM
394
Mascoma Wealth Management
New Hampshire
$1.04K – – –
BHWM
395
Beaird Harris Wealth Management
Texas
$467 +$467 +9 New
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$311 – – –
CA
397
Clearstead Advisors
Ohio
$104 -$104 -2 -50%
State of Wisconsin Investment Board
398
State of Wisconsin Investment Board
Wisconsin
– -$24.9M -508,619 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
399
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$19.6M -402,364 Closed
OPERF
400
Oregon Public Employees Retirement Fund
Oregon
– -$8.99M -183,500 Closed
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16
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