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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 %
WA
176
Wambolt & Associates
Colorado
$916K -$250K -4,823 -21%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$913K +$45.4K +875 +5%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$902K +$273K +5,265 +43%
SEI Investments
179
SEI Investments
Pennsylvania
$843K +$20K +386 +2%
VPIM
180
Vanguard Personalized Indexing Management
California
$823K -$80.5K -1,553 -9%
LOAMS
181
Lombard Odier Asset Management (Switzerland)
Switzerland
$816K +$816K +15,729 New
RG
182
Rathbones Group
United Kingdom
$805K -$15.2K -291 -2%
Principal Financial Group
183
Principal Financial Group
Iowa
$804K -$532K -10,214 -40%
APG Asset Management
184
APG Asset Management
Netherlands
$781K -$57.7K -1,224 -7%
TCBWMS
185
Texas Capital Bank Wealth Management Services
Texas
$770K – – –
SC
186
Syon Capital
California
$749K +$497K +9,581 +197%
JAM
187
JCIC Asset Management
Ontario, Canada
$732K -$446K -8,600 -38%
ARG
188
Advisory Resource Group
Oklahoma
$715K +$17.1K +329 +2%
CP
189
Cumberland Partners
Ontario, Canada
$713K -$15.2K -300 -2%
KAS
190
Kestra Advisory Services
Texas
$710K +$30.1K +581 +4%
Cerity Partners
191
Cerity Partners
New York
$683K +$303K +5,844 +80%
AAS
192
Avantax Advisory Services
Texas
$679K -$34.6K -667 -5%
BCM
193
Barometer Capital Management
Ontario, Canada
$674K -$9.76M -142,040 -94%
Walleye Trading
194
Walleye Trading
New York
$655K +$655K +12,635 New
BBVA
195
Banco Bilbao Vizcaya Argentaria
Spain
$651K -$131K -2,547 -17%
QP
196
Quilter Plc
United Kingdom
$650K – – –
IAA
197
Independent Advisor Alliance
North Carolina
$646K – – –
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$640K -$18.3K -352 -3%
William Blair & Company
199
William Blair & Company
Illinois
$633K +$5.03K +97 +0.8%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$623K – – –
6 7
8
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