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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 %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$696K +$152K +3,267 +28%
VIA
177
Vident Investment Advisory
Georgia
$686K +$246K +5,309 +56%
PRC
178
Pearl River Capital
Michigan
$682K -$952K -20,513 -58%
Luther King Capital Management (LKCM)
179
Luther King Capital Management (LKCM)
Texas
$660K -$2.28K -49 -0.3%
AAM
180
Advisors Asset Management
Colorado
$642K -$35.5K -765 -5%
BCI
181
Brinker Capital Investments
Pennsylvania
$632K +$17.7K +381 +3%
AAS
182
Avantax Advisory Services
Texas
$605K -$3.11K -67 -0.5%
ARG
183
Advisory Resource Group
Oklahoma
$586K +$328K +7,056 +127%
William Blair & Company
184
William Blair & Company
Illinois
$576K -$743 -16 -0.1%
QP
185
Quilter Plc
United Kingdom
$576K +$4.64K +100 +0.8%
VPIM
186
Vanguard Personalized Indexing Management
California
$574K +$227K +4,884 +65%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$571K -$10.9K -235 -2%
WT
188
Washington Trust
Rhode Island
$566K -$50.6K -1,090 -8%
M
189
Mirova
France
$556K -$46 -1 -0%
KAS
190
Kestra Advisory Services
Texas
$517K -$38.4K -827 -7%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$514K +$10.7K +230 +2%
CI
192
Cigna Investments
Connecticut
$511K -$557 -12 -0.1%
EP
193
Edgestream Partners
New Jersey
$506K +$506K +10,890 New
EWP
194
Engrave Wealth Partners
Texas
$504K – – –
PAMP
195
Polar Asset Management Partners
Ontario, Canada
$499K +$35.1K +756 +8%
PFA
196
Pathway Financial Advisers
Indiana
$491K +$491K +10,584 New
CAM
197
Claret Asset Management
Quebec, Canada
$485K -$18.6K -400 -4%
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
$480K +$75.1K +1,617 +19%
WC
199
Woodstock Corp
Massachusetts
$455K -$9.28K -200 -2%
NAM
200
NorthCrest Asset Manangement
Minnesota
$455K -$73.4K -1,581 -14%
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