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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 %
Point72 Asset Management
401
Point72 Asset Management
Connecticut
– -$7.33M -150,000 Closed
Susquehanna International Group
402
Susquehanna International Group
Pennsylvania
– -$3.38M -69,353 Closed
Arrowstreet Capital
403
Arrowstreet Capital
Massachusetts
– -$3.24M -66,472 Closed
UA
404
Unison Advisors
District of Columbia
– -$2.13M -43,643 Closed
Voloridge Investment Management
405
Voloridge Investment Management
Florida
– -$831K -17,031 Closed
BPC
406
Banque Pictet & Cie
Switzerland
– -$764K -15,584 Closed
MM
407
MQS Management
New York
– -$429K -8,797 Closed
CP
408
CenterBook Partners
Connecticut
– -$281K -5,768 Closed
WANY
409
Wealthspire Advisors (New York)
New York
– -$266K -5,461 Closed
LF
410
Lee Financial
Texas
– -$256K -5,241 Closed
M
411
Mirova
France
– -$243K -4,953 Closed
FAM
412
Flaharty Asset Management
Florida
– -$215K -4,411 Closed
Macquarie Group
413
Macquarie Group
Australia
– -$117K -2,396 Closed
CWP
414
Concord Wealth Partners
Virginia
– -$97.6K -2,000 Closed
HL
415
HeadInvest LLC
Maine
– -$38.8K -812 Closed
Legacy Financial Group (Iowa)
416
Legacy Financial Group (Iowa)
Iowa
– -$39.6K -812 Closed
IG
417
ING Group
Netherlands
– -$39.5K -809 Closed
PPC
418
Park Place Capital
Alabama
– -$35.5K -727 Closed
BWS
419
Buck Wealth Strategies
Colorado
– -$23.2K -476 Closed
SCA
420
Stonebridge Capital Advisors
Minnesota
– -$14.6K -300 Closed
DGAM
421
Desjardins Global Asset Management
Quebec, Canada
– -$12K -244 Closed
CCP
422
Carmel Capital Partners
California
– -$8.15K -167 Closed
RWPA
423
Richard W. Paul & Associates
Michigan
– -$6.83K -140 Closed
EARNEST Partners
424
EARNEST Partners
Georgia
– -$4.64K -70 Closed
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