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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
1
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
3
Goldman Sachs
New York
$88.7M
4
Fidelity International
4
Fidelity International
Bermuda
$749M
5
Bank of America
5
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
4
Millennium Management
New York
$7.37M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
126
Quadrature Capital
United Kingdom
$3.33M +$3.33M +64,000 New
PIC
127
PCJ Investment Counsel
Ontario, Canada
$3.28M -$204K -3,920 -6%
Assenagon Asset Management
128
Assenagon Asset Management
Luxembourg
$3.02M -$22.5K -432 -0.7%
VanEck Associates
129
VanEck Associates
New York
$3M +$378K +7,243 +14%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3M -$17.5K -336 -0.6%
HPG
131
Harvest Portfolios Group
Ontario, Canada
$2.78M +$114K +2,196 +4%
OAM
132
Ostrum Asset Management
France
$2.69M -$181K -3,465 -6%
Renaissance Technologies
133
Renaissance Technologies
New York
$2.63M -$10.9M -208,340 -81%
KIA
134
Kraematon Investment Advisors
Massachusetts
$2.57M -$3.02K -58 -0.1%
Vontobel Holding
135
Vontobel Holding
Switzerland
$2.46M +$150K +2,883 +7%
PP
136
PDT Partners
New York
$2.46M +$2.46M +47,137 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$2.33M -$5.63K -108 -0.2%
UA
138
Unison Advisors
District of Columbia
$2.26M +$20.8K +400 +0.9%
AWM
139
AE Wealth Management
Kansas
$2.21M +$269K +5,162 +14%
AllianceBernstein
140
AllianceBernstein
Tennessee
$2.19M -$157K -3,011 -7%
DWM
141
Dorchester Wealth Management
Quebec, Canada
$2.14M -$113K -2,160 -5%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$2.05M – – –
VIA
143
Vident Investment Advisory
Georgia
$1.99M -$864K -16,587 -30%
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$1.89M +$954K +18,299 +102%
Creative Planning
145
Creative Planning
Kansas
$1.77M +$646K +12,392 +57%
O
146
Ossiam
France
$1.74M -$149K -2,848 -8%
MGP
147
Metis Global Partners
California
$1.73M +$41.9K +804 +2%
PAG
148
Private Advisor Group
New Jersey
$1.73M -$36.3K -692 -2%
ZIG
149
Zurich Insurance Group
Switzerland
$1.67M – – –
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$1.67M +$79.8K +1,532 +5%
4 5
6
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