SLF icon

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
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$200M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$133M
4
AM
AGF Management
Ontario, Canada
+$43.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$38.6M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$121M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$107M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$97.7M
4
Fidelity International
Fidelity International
Bermuda
-$95.1M
5
Franklin Resources
Franklin Resources
California
-$27.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
201
Verdence Capital Advisors
Maryland
$619K -$1.45K -28 -0.2%
DTL
202
Dynamic Technology Lab
Singapore
$619K +$619K +11,942 New
BCI
203
Brinker Capital Investments
Pennsylvania
$609K -$30.8K -598 -5%
OPS
204
Orion Portfolio Solutions
Nebraska
$609K -$30.8K -598 -5%
State Street
205
State Street
Massachusetts
$607K -$709K -13,662 -54%
BCV
206
Banque Cantonale Vaudoise
Switzerland
$605K +$126K +2,417 +26%
CS
207
Candriam SCA
Luxembourg
$599K -$72.4K -1,389 -11%
WT
208
Washington Trust
Rhode Island
$595K -$36.4K -702 -6%
NAM
209
NorthCrest Asset Manangement
Minnesota
$592K -$20.5K -395 -3%
CI
210
Cigna Investments
Connecticut
$564K – – –
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$563K +$563K +10,863 New
RAM
212
Rempart Asset Management
Canada
$557K -$70.2K -1,350 -11%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$553K +$251K +4,841 +83%
EWP
214
Engrave Wealth Partners
Texas
$546K – – –
DZ Bank
215
DZ Bank
Germany
$525K +$55.2K +1,062 +12%
CAM
216
Cresset Asset Management
Illinois
$523K +$14.4K +278 +3%
SFA
217
Sequoia Financial Advisors
Ohio
$523K -$9.44K -182 -2%
PCIA
218
Prime Capital Investment Advisors
Kansas
$512K +$726 +14 +0.1%
PAG
219
Private Advisor Group
New Jersey
$506K -$1.04M -20,015 -67%
WC
220
Woodstock Corp
Massachusetts
$500K – – –
GT
221
Glenmede Trust
Pennsylvania
$498K +$882 +17 +0.2%
YCM
222
Yousif Capital Management
Michigan
$494K – – –
Corient Private Wealth
223
Corient Private Wealth
Florida
$493K -$68.9K -1,329 -12%
TSWM
224
Tyler-Stone Wealth Management
Ohio
$453K – – –
VI
225
Versor Investments
New York
$436K +$436K +8,397 New
7 8
9
10 11