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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 %
HSA
176
HBK Sorce Advisory
Pennsylvania
$841K -$841K -18,000 -50%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$838K +$74.6K +1,597 +10%
BPC
178
Banque Pictet & Cie
Switzerland
$835K +$131K +2,800 +19%
N
179
Natixis
France
$820K +$728K +15,599 +795%
EF
180
Empowered Funds
Pennsylvania
$816K +$816K +17,467 New
Twin Tree Management
181
Twin Tree Management
Texas
$809K -$1.35M -28,929 -63%
USAA
182
United Services Automobile Association
Texas
$799K -$587K -12,559 -42%
Capital World Investors
183
Capital World Investors
California
$793K – – –
Citadel Advisors
184
Citadel Advisors
Florida
$783K -$15.1M -322,830 -95%
RAM
185
Rempart Asset Management
Canada
$766K -$107K -2,300 -12%
SEI Investments
186
SEI Investments
Pennsylvania
$764K – – –
CP
187
Cumberland Partners
Ontario, Canada
$741K -$232K -4,975 -24%
Balyasny Asset Management
188
Balyasny Asset Management
Illinois
$739K +$30.8K +660 +4%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$705K +$4.44K +95 +0.6%
TCBWMS
190
Texas Capital Bank Wealth Management Services
Texas
$693K -$99.3K -2,127 -13%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$687K -$21.8K -466 -3%
Luther King Capital Management (LKCM)
192
Luther King Capital Management (LKCM)
Texas
$638K -$26.6K -570 -4%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$629K +$373K +7,993 +146%
AAS
194
Avantax Advisory Services
Texas
$623K +$14.9K +320 +2%
CSS
195
Cubist Systematic Strategies
Connecticut
$616K +$616K +13,197 New
BCI
196
Brinker Capital Investments
Pennsylvania
$610K -$26.2K -561 -4%
OPS
197
Orion Portfolio Solutions
Nebraska
$610K +$610K +13,064 New
LOAMS
198
Lombard Odier Asset Management (Switzerland)
Switzerland
$609K +$57K +669 +10%
ARG
199
Advisory Resource Group
Oklahoma
$606K +$16K +342 +3%
William Blair & Company
200
William Blair & Company
Illinois
$578K -$1.87K -40 -0.3%
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