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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 %
HPG
126
Harvest Portfolios Group
Ontario, Canada
$2.93M +$160K +3,082 +6%
DA
127
Duality Advisers
Florida
$2.88M +$2.88M +55,621 New
IMCOOI
128
Investment Management Corp of Ontario (IMCO)
Canada
$2.64M +$2.64M +50,917 New
LOAME
129
Lombard Odier Asset Management (Europe)
United Kingdom
$2.53M +$2.53M +48,768 New
AWM
130
AE Wealth Management
Kansas
$2.5M +$316K +6,152 +14%
KIA
131
Kraematon Investment Advisors
Massachusetts
$2.47M -$3.42K -66 -0.1%
Vontobel Holding
132
Vontobel Holding
Switzerland
$2.45M -$1.3K -25 -0.1%
MME
133
Meag Munich Ergo
Germany
$2.3M +$2.3M +44,117 New
QCM
134
Quantinno Capital Management
New York
$2.26M +$524K +10,110 +30%
VA
135
Vident Advisory
Georgia
$2.23M +$131K +2,511 +6%
AllianceBernstein
136
AllianceBernstein
Tennessee
$2.22M +$87.5K +1,688 +4%
GIM
137
Gold Investment Management
Alberta, Canada
$2.2M +$2.2M +42,507 New
Jane Street
138
Jane Street
New York
$2.11M +$280K +5,397 +15%
Marshall Wace
139
Marshall Wace
United Kingdom
$2.09M +$1.18M +22,800 +130%
Mariner
140
Mariner
Kansas
$2.08M +$355K +6,847 +21%
DWM
141
Dorchester Wealth Management
Quebec, Canada
$2.07M -$23.9K -460 -1%
Ensign Peak Advisors
142
Ensign Peak Advisors
Utah
$2.04M – – –
QT
143
Quantbot Technologies
New York
$2.03M +$2.03M +39,158 New
Stifel Financial
144
Stifel Financial
Missouri
$1.99M +$137K +2,649 +7%
A
145
AJOVista
Massachusetts
$1.84M +$1.84M +35,400 New
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$247K +4,755 +16%
MGP
147
Metis Global Partners
California
$1.81M +$43.8K +844 +2%
Natixis Advisors
148
Natixis Advisors
Massachusetts
$1.76M +$134K +2,593 +8%
OTPPB
149
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.74M -$240K -4,624 -12%
RJA
150
Raymond James & Associates
Florida
$1.73M -$80.3K -1,548 -4%
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6
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