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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 %
SAM
151
Shell Asset Management
Netherlands
$1.72M -$1.95M -37,413 -53%
Creative Planning
152
Creative Planning
Kansas
$1.72M +$117K +2,248 +7%
OAM
153
Ostrum Asset Management
France
$1.68M -$774K -14,852 -32%
M&T Bank
154
M&T Bank
New York
$1.65M – – –
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$1.6M +$52.5K +1,013 +3%
EAM
156
Erste Asset Management
Austria
$1.58M – – –
LPL Financial
157
LPL Financial
California
$1.52M +$116K +2,244 +8%
Osaic Holdings
158
Osaic Holdings
Arizona
$1.37M -$178K -3,436 -11%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$1.35M -$1.16M -22,335 -46%
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$1.34M -$8.92K -172 -0.7%
Barclays
161
Barclays
United Kingdom
$1.27M +$160K +3,092 +14%
VSQM
162
V-Square Quantitative Management
Illinois
$1.26M +$1.26M +18,308 New
USAA
163
United Services Automobile Association
Texas
$1.25M +$162K +3,118 +15%
AIM
164
Aigen Investment Management
New York
$1.23M +$1.23M +23,753 New
FGAM
165
Financial Gravity Asset Management
Texas
$1.22M +$168K +963 +16%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$1.21M +$30.8K +593 +3%
PFA
167
Pathway Financial Advisers
Indiana
$1.19M +$58.7K +1,131 +5%
S
168
SignatureFD
Georgia
$1.16M +$21.5K +414 +2%
MAC
169
Mason & Associates (California)
California
$1.14M – – –
US Bancorp
170
US Bancorp
Minnesota
$1.07M +$212K +4,081 +25%
HighTower Advisors
171
HighTower Advisors
Illinois
$1.04M +$20.6K +398 +2%
CAN
172
Cetera Advisor Networks
California
$1.03M -$5.86K -113 -0.6%
Capital World Investors
173
Capital World Investors
California
$1.01M +$127K +2,458 +14%
HSA
174
HBK Sorce Advisory
Pennsylvania
$944K – – –
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$917K +$172K +3,313 +23%
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7
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