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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 %
VPIM
201
Vanguard Personalized Indexing Management
California
$577K -$514 -11 -0.1%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$570K +$53.5K +1,146 +10%
WT
203
Washington Trust
Rhode Island
$568K -$654 -14 -0.1%
AAM
204
Advisors Asset Management
Colorado
$559K -$86.1K -1,844 -13%
NAM
205
NorthCrest Asset Manangement
Minnesota
$551K +$93.5K +2,002 +20%
BBVA
206
Banco Bilbao Vizcaya Argentaria
Spain
$529K +$96.1K +2,061 +22%
KAS
207
Kestra Advisory Services
Texas
$525K +$4.72K +101 +0.9%
CI
208
Cigna Investments
Connecticut
$504K -$9.23K -198 -2%
EWP
209
Engrave Wealth Partners
Texas
$502K – – –
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$499K -$75.2K -1,610 -13%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$473K -$9.85K -211 -2%
QCM
212
Quantinno Capital Management
New York
$463K +$48.8K +1,045 +12%
WC
213
Woodstock Corp
Massachusetts
$458K – – –
YCM
214
Yousif Capital Management
Michigan
$457K – – –
VCA
215
Verdence Capital Advisors
Maryland
$455K +$455K +9,744 New
CAM
216
Claret Asset Management
Quebec, Canada
$455K -$33K -706 -7%
SP
217
Symmetry Partners
Connecticut
$453K – – –
ECM
218
Evergreen Capital Management
Washington
$414K +$414K +8,864 New
M
219
Mirova
France
$406K -$154K -3,299 -28%
GT
220
Glenmede Trust
Pennsylvania
$401K -$13.5K -290 -3%
Cerity Partners
221
Cerity Partners
New York
$396K +$131K +2,815 +50%
Corient Private Wealth
222
Corient Private Wealth
Florida
$372K +$372K +7,968 New
BL
223
Balentine LLC
Georgia
$371K -$2.99K -64 -0.8%
Royal London Asset Management
224
Royal London Asset Management
United Kingdom
$363K – – –
SFA
225
Sequoia Financial Advisors
Ohio
$357K +$39.9K +855 +13%
7 8
9
10 11