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Sun Life Financial
SLF

Overview Fund Activity

378 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
6.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
32
Increased
127
Reduced
124
Closed
31
Calls
$316M
Puts
$474M
Net Calls
-$159M
Net Calls Change
+$106M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$442M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$89M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$693M
4
TPM
Triasima Portfolio Management
Quebec, Canada
$33.2M
5
Amundi
Amundi
France
$125M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
$0
2
Bank of America
Bank of America
North Carolina
$98.2M
3
Man Group
Man Group
United Kingdom
$48.4M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$280M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$299K -6,128 -17%
Osaic Holdings
152
Osaic Holdings
Arizona
$1.46M +$394K +8,064 +37%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$1.46M -$104K -2,139 -7%
PAG
154
Private Advisor Group
New Jersey
$1.45M -$153K -3,142 -10%
Citadel Advisors
155
Citadel Advisors
Florida
$1.35M +$216K +4,431 +19%
LPL Financial
156
LPL Financial
California
$1.32M -$57.7K -1,182 -4%
CSS
157
Cubist Systematic Strategies
Connecticut
$1.27M +$1.27M +26,072 New
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$1.27M -$38.4K -786 -3%
Principal Financial Group
159
Principal Financial Group
Iowa
$1.26M -$29.4K -600 -2%
State Street
160
State Street
Massachusetts
$1.24M +$14.9K +306 +1%
APG Asset Management
161
APG Asset Management
Netherlands
$1.18M -$172K -2,600 -13%
FGAM
162
Financial Gravity Asset Management
Texas
$1.17M +$1.04M +5,358 +806%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$1.11M -$69K -1,413 -6%
JAM
164
JCIC Asset Management
Ontario, Canada
$1.11M -$6.59K -135 -0.6%
WA
165
Wambolt & Associates
Colorado
$1.08M -$78.2K -1,634 -7%
MAC
166
Mason & Associates (California)
California
$1.07M – – –
S
167
SignatureFD
Georgia
$1.07M -$4K -82 -0.4%
PFA
168
Pathway Financial Advisers
Indiana
$1.06M +$1.06M +21,768 New
Barclays
169
Barclays
United Kingdom
$1.05M +$434K +8,902 +71%
USAA
170
United Services Automobile Association
Texas
$1.02M +$312K +6,388 +44%
CAN
171
Cetera Advisor Networks
California
$977K +$42.9K +879 +5%
HighTower Advisors
172
HighTower Advisors
Illinois
$955K -$14.6K -299 -2%
HSA
173
HBK Sorce Advisory
Pennsylvania
$888K -$4.1K -84 -0.5%
Marshall Wace
174
Marshall Wace
United Kingdom
$854K +$434K +8,900 +103%
CS
175
Candriam SCA
Luxembourg
$854K -$458K -6,904 -35%
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