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Sun Life Financial
SLF

Overview Fund Activity

420 hedge funds and large institutions have $15B invested in Sun Life Financial in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+23
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
55
Increased
144
Reduced
123
Closed
28
Calls
$216M
Puts
$292M
Net Calls
-$76M
Net Calls Change
+$47.3M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$165M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$53.9M
3
Goldman Sachs
Goldman Sachs
New York
+$50.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$42.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$36.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$162M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$135M
3
IIM
Intact Investment Management
Quebec, Canada
-$61.6M
4
Bank of America
Bank of America
North Carolina
-$54.8M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
226
Glenmede Trust
Pennsylvania
$522K -$2.95K -54 -0.6%
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
$511K -$4.08M -74,750 -89%
PCIA
228
Prime Capital Investment Advisors
Kansas
$510K -$28.8K -527 -5%
TRCT
229
Tower Research Capital (TRC)
New York
$495K +$291K +5,325 +143%
Brown Advisory
230
Brown Advisory
Maryland
$488K +$89.5K +1,640 +22%
TSWM
231
Tyler-Stone Wealth Management
Ohio
$476K – – –
FTDI
232
First Trust Direct Indexing
Massachusetts
$470K +$48K +880 +11%
RAM
233
Rempart Asset Management
Canada
$466K -$119K -2,175 -20%
YIH
234
Y-Intercept (HK)
Hong Kong
$458K +$458K +8,385 New
CAM
235
Claret Asset Management
Quebec, Canada
$455K +$14.9K +272 +3%
AIS
236
AM Investment Strategies
Tennessee
$438K +$983 +18 +0.2%
WA
237
Wambolt & Associates
Colorado
$417K -$536K -9,934 -56%
BFM
238
Boston Financial Management
Massachusetts
$409K – – –
Truist Financial
239
Truist Financial
North Carolina
$403K +$25.2K +461 +7%
SC
240
Syon Capital
California
$398K -$390K -7,147 -49%
GAM
241
Gotham Asset Management
New York
$393K -$15.2K -278 -4%
AC
242
AXQ Capital
New Jersey
$389K +$5.46K +100 +1%
DJSG
243
D.J. St. Germain
Massachusetts
$388K +$74.3K +1,362 +24%
TA
244
TFB Advisors
Kansas
$386K +$386K +7,506 New
CA
245
Cetera Advisors
Colorado
$384K +$384K +7,044 New
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$384K -$197K -3,618 -34%
SVWAG
247
Sound View Wealth Advisors Group
Georgia
$381K – – –
MA
248
MONECO Advisors
Connecticut
$376K +$1.47K +27 +0.4%
FCI
249
Financial Counselors Inc
Kansas
$366K +$5.24K +96 +1%
DTC
250
Davidson Trust Company
Washington
$365K – – –
8 9
10
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