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Sun Life Financial
SLF

Overview Fund Activity

362 hedge funds and large institutions have $12.6B invested in Sun Life Financial in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
118
Reduced
121
Closed
34
Calls
$174M
Puts
$606M
Net Calls
-$432M
Net Calls Change
-$220M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$286M
2
Man Group
Man Group
United Kingdom
$146M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$150M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$313M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$34.9M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.13B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$463M
3
CIBC World Market
CIBC World Market
Ontario, Canada
$343M
4
Goldman Sachs
Goldman Sachs
New York
$28.9M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$753M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$1.07M -$164K -3,529 -13%
JAM
152
JCIC Asset Management
Ontario, Canada
$1.06M -$4.87K -105 -0.5%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$1.06M -$19M -409,599 -95%
PAG
154
Private Advisor Group
New Jersey
$1.04M +$809K +22,323 +357%
MAC
155
Mason & Associates (California)
California
$1.02M – – –
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$1.02M -$67.2K -1,447 -6%
LPL Financial
157
LPL Financial
California
$1.01M +$71.6K +1,542 +8%
Stifel Financial
158
Stifel Financial
Missouri
$997K -$31.2K -671 -3%
CP
159
Cumberland Partners
Ontario, Canada
$968K +$406K +8,759 +72%
State Street
160
State Street
Massachusetts
$950K +$303K +6,526 +47%
S
161
SignatureFD
Georgia
$947K +$161K +3,460 +20%
CAN
162
Cetera Advisor Networks
California
$941K +$148K +3,181 +19%
Comerica Bank
163
Comerica Bank
Texas
$910K – – –
Principal Financial Group
164
Principal Financial Group
Iowa
$884K -$204K -4,400 -19%
RAM
165
Rempart Asset Management
Canada
$868K +$9.24K +199 +1%
US Bancorp
166
US Bancorp
Minnesota
$862K -$90.6K -1,952 -10%
HighTower Advisors
167
HighTower Advisors
Illinois
$846K -$85.2K -1,823 -9%
TCBWMS
168
Texas Capital Bank Wealth Management Services
Texas
$788K – – –
Capital World Investors
169
Capital World Investors
California
$788K +$150K +3,225 +23%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$759K -$15.6K -337 -2%
SEI Investments
171
SEI Investments
Pennsylvania
$759K – – –
Creative Planning
172
Creative Planning
Kansas
$757K +$93.7K +2,019 +14%
Balyasny Asset Management
173
Balyasny Asset Management
Illinois
$704K -$2.22M -47,877 -76%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$704K -$43.4K -934 -6%
BPC
175
Banque Pictet & Cie
Switzerland
$700K +$306K +6,588 +77%
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