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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 %
VPIM
176
Vanguard Personalized Indexing Management
California
$850K +$158K +3,234 +23%
Voloridge Investment Management
177
Voloridge Investment Management
Florida
$831K -$5.1M -104,561 -86%
Capital World Investors
178
Capital World Investors
California
$828K – – –
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$817K +$35.9K +735 +5%
US Bancorp
180
US Bancorp
Minnesota
$810K -$149K -3,057 -16%
SEI Investments
181
SEI Investments
Pennsylvania
$774K – – –
RG
182
Rathbones Group
United Kingdom
$771K +$534K +10,900 +226%
BPC
183
Banque Pictet & Cie
Switzerland
$764K -$74.8K -1,526 -9%
BBVA
184
Banco Bilbao Vizcaya Argentaria
Spain
$750K -$188K -3,805 -20%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$725K – – –
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$704K +$74.7K +1,531 +12%
CP
187
Cumberland Partners
Ontario, Canada
$703K -$210K -4,294 -23%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$701K +$83.6K +1,713 +14%
AAS
189
Avantax Advisory Services
Texas
$672K +$20.7K +424 +3%
ARG
190
Advisory Resource Group
Oklahoma
$657K +$17.2K +352 +3%
KAS
191
Kestra Advisory Services
Texas
$640K +$65.7K +1,346 +11%
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$620K -$12.2K -249 -2%
IAA
193
Independent Advisor Alliance
North Carolina
$608K +$608K +12,456 New
BCI
194
Brinker Capital Investments
Pennsylvania
$606K -$1.17K -24 -0.2%
OPS
195
Orion Portfolio Solutions
Nebraska
$606K -$1.17K -24 -0.2%
WT
196
Washington Trust
Rhode Island
$594K – – –
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$592K +$51.4K +1,054 +10%
William Blair & Company
198
William Blair & Company
Illinois
$591K -$8.35K -171 -1%
RAM
199
Rempart Asset Management
Canada
$590K -$169K -3,450 -22%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$586K -$42.8K -877 -7%
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8
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