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Sun Life Financial
SLF

Overview Fund Activity

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M

Top Buyers

1
MSE
MUFG Securities EMEA
United Kingdom
$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$517M
3
Goldman Sachs
Goldman Sachs
New York
$88.7M
4
Fidelity International
Fidelity International
Bermuda
$749M
5
Bank of America
Bank of America
North Carolina
$166M

Top Sellers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$91.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$688M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$42.4M
4
Millennium Management
Millennium Management
New York
$7.37M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
201
Kestra Advisory Services
Texas
$614K +$28.1K +540 +5%
QCM
202
Quantinno Capital Management
New York
$593K +$76K +1,458 +15%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$577K -$59.6K -1,144 -9%
AAM
204
Advisors Asset Management
Colorado
$575K -$49.4K -948 -8%
SFA
205
Sequoia Financial Advisors
Ohio
$565K +$167K +3,206 +42%
CI
206
Cigna Investments
Connecticut
$564K – – –
EWP
207
Engrave Wealth Partners
Texas
$548K – – –
ECM
208
Evergreen Capital Management
Washington
$534K +$72K +1,381 +16%
CAM
209
Cresset Asset Management
Illinois
$527K +$527K +10,113 New
PCIA
210
Prime Capital Investment Advisors
Kansas
$523K +$193K +3,705 +58%
HF
211
HRT Financial
New York
$515K +$515K +9,897 New
YCM
212
Yousif Capital Management
Michigan
$513K +$3.13K +60 +0.6%
VCA
213
Verdence Capital Advisors
Maryland
$512K +$4.43K +85 +0.9%
SP
214
Symmetry Partners
Connecticut
$505K – – –
WC
215
Woodstock Corp
Massachusetts
$503K -$8.08K -155 -2%
DZ Bank
216
DZ Bank
Germany
$472K -$832K -15,961 -64%
TSWM
217
Tyler-Stone Wealth Management
Ohio
$455K +$455K +8,727 New
CAM
218
Claret Asset Management
Quebec, Canada
$454K -$54.2K -1,040 -11%
Marshall Wace
219
Marshall Wace
United Kingdom
$448K +$448K +8,600 New
BL
220
Balentine LLC
Georgia
$447K +$33.3K +639 +8%
Cerity Partners
221
Cerity Partners
New York
$440K -$2.35K -45 -0.5%
AIS
222
AM Investment Strategies
Tennessee
$415K +$415K +7,964 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$409K -$6.05K -116 -1%
JPMPWA
224
J.P. Morgan Private Wealth Advisors
California
$408K -$119K -2,292 -23%
Royal London Asset Management
225
Royal London Asset Management
United Kingdom
$405K – – –
7 8
9
10 11