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Sun Life Financial
SLF

Overview Fund Activity

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
140
Reduced
110
Closed
21
Calls
$193M
Puts
$489M
Net Calls
-$296M
Net Calls Change
+$137M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$629M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$685M
3
IIM
3
Intact Investment Management
Quebec, Canada
$69.9M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$105M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$336M

Top Sellers

1
Man Group
1
Man Group
United Kingdom
$109M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.03B
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$538M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$687M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$402M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
151
Erste Asset Management
Austria
$1.41M +$166K +3,600 +13%
RJA
152
Raymond James & Associates
Florida
$1.35M -$13.2K -282 -1%
Principal Financial Group
153
Principal Financial Group
Iowa
$1.29M +$403K +8,642 +45%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$1.22M +$148K +3,178 +14%
LNWWM
155
Laird Norton Wetherby Wealth Management
California
$1.21M -$24.1K -517 -2%
Osaic Holdings
156
Osaic Holdings
Arizona
$1.2M -$95.3K -2,040 -7%
Mariner
157
Mariner
Kansas
$1.18M +$83.4K +1,786 +8%
DZ Bank
158
DZ Bank
Germany
$1.17M – – –
LPL Financial
159
LPL Financial
California
$1.17M +$150K +3,217 +15%
WA
160
Wambolt & Associates
Colorado
$1.16M -$12.8K -271 -1%
EP
161
Edgestream Partners
New Jersey
$1.16M +$647K +13,850 +127%
PRC
162
Pearl River Capital
Michigan
$1.15M +$463K +9,919 +68%
JAM
163
JCIC Asset Management
Ontario, Canada
$1.07M +$1.4K +30 +0.1%
Mitsubishi UFJ Trust & Banking
164
Mitsubishi UFJ Trust & Banking
Japan
$1.04M -$435K -9,314 -30%
Stifel Financial
165
Stifel Financial
Missouri
$1.04M +$32.8K +702 +3%
MAC
166
Mason & Associates (California)
California
$1.03M – – –
Creative Planning
167
Creative Planning
Kansas
$1.01M +$250K +5,347 +33%
State Street
168
State Street
Massachusetts
$986K +$30.8K +660 +3%
DA
169
Duality Advisers
Florida
$985K +$985K +21,090 New
S
170
SignatureFD
Georgia
$981K +$28.1K +602 +3%
PFA
171
Pathway Financial Advisers
Indiana
$963K +$468K +10,030 +95%
MSRPS
172
Maryland State Retirement & Pension System
Maryland
$914K +$914K +19,562 New
US Bancorp
173
US Bancorp
Minnesota
$876K +$9.15K +196 +1%
CAN
174
Cetera Advisor Networks
California
$861K -$85.9K -1,839 -9%
HighTower Advisors
175
HighTower Advisors
Illinois
$858K +$12.1K +258 +1%
5 6
7
8 9