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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
+$83.6M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$49.3M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.1M
4
TPM
Triasima Portfolio Management
Quebec, Canada
+$20M
5
Amundi
Amundi
France
+$18M

Top Sellers

1
MSE
MUFG Securities EMEA
United Kingdom
-$370M
2
Bank of America
Bank of America
North Carolina
-$57.4M
3
Man Group
Man Group
United Kingdom
-$33M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$29.7M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
201
Verdence Capital Advisors
Maryland
$584K +$104K +2,140 +22%
NAM
202
NorthCrest Asset Manangement
Minnesota
$576K – – –
CI
203
Cigna Investments
Connecticut
$530K – – –
Corient Private Wealth
204
Corient Private Wealth
Florida
$529K +$146K +2,991 +38%
EWP
205
Engrave Wealth Partners
Texas
$513K – – –
SFA
206
Sequoia Financial Advisors
Ohio
$501K -$28.4K -582 -5%
BL
207
Balentine LLC
Georgia
$496K +$77.1K +1,579 +18%
PCIA
208
Prime Capital Investment Advisors
Kansas
$481K -$9.47K -194 -2%
CAM
209
Cresset Asset Management
Illinois
$479K -$14.6K -300 -3%
WC
210
Woodstock Corp
Massachusetts
$471K – – –
GT
211
Glenmede Trust
Pennsylvania
$468K +$49.4K +1,012 +12%
YCM
212
Yousif Capital Management
Michigan
$465K -$15.6K -320 -3%
AAM
213
Advisors Asset Management
Colorado
$458K -$80.3K -1,645 -15%
BCV
214
Banque Cantonale Vaudoise
Switzerland
$451K +$422K +8,600 +1,433%
DZ Bank
215
DZ Bank
Germany
$442K – – –
MM
216
MQS Management
New York
$429K +$429K +8,797 New
TSWM
217
Tyler-Stone Wealth Management
Ohio
$426K – – –
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$425K +$43.4K +889 +11%
CAM
219
Claret Asset Management
Quebec, Canada
$403K -$22K -450 -5%
AIS
220
AM Investment Strategies
Tennessee
$390K +$879 +18 +0.2%
API
221
Advisor Partners II
California
$381K +$25.8K +528 +7%
Royal London Asset Management
222
Royal London Asset Management
United Kingdom
$379K – – –
BFM
223
Boston Financial Management
Massachusetts
$366K – – –
Cerity Partners
224
Cerity Partners
New York
$358K -$54.4K -1,114 -13%
Brown Advisory
225
Brown Advisory
Maryland
$356K – – –
7 8
9
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