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Sun Life Financial
SLF

Overview Fund Activity

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315M
2
Charles Schwab
2
Charles Schwab
California
$73.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$192M
4
UBS AM
4
UBS AM
Illinois
$59.6M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$178M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$344K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$438M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
226
Mercer Global Advisors
Colorado
$379K +$33.4K +682 +10%
SC
227
Syon Capital
California
$373K +$15.9K +324 +4%
RAM
228
Rempart Asset Management
Canada
$371K -$46.6K -950 -11%
BFM
229
Boston Financial Management
Massachusetts
$367K – – –
HSBC Holdings
230
HSBC Holdings
United Kingdom
$344K -$67.7M -1,377,594 -99%
TA
231
TFB Advisors
Kansas
$343K -$24.8K -506 -7%
SVWAG
232
Sound View Wealth Advisors Group
Georgia
$342K – – –
EWM
233
Empirical Wealth Management
Washington
$340K +$56.6K +1,156 +20%
MA
234
MONECO Advisors
Connecticut
$336K -$1.08K -22 -0.3%
PCM
235
Parsons Capital Management
Rhode Island
$327K – – –
WA
236
Wambolt & Associates
Colorado
$323K -$53.3K -1,095 -14%
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$323K +$2.84K +58 +0.9%
Truist Financial
238
Truist Financial
North Carolina
$322K -$38.9K -795 -11%
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$321K +$98 +2 +0%
DZ Bank
240
DZ Bank
Germany
$317K -$179K -3,643 -36%
DTC
241
Davidson Trust Company
Washington
$313K -$15.2K -310 -5%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$309K +$82.3K +1,681 +36%
FAFN
243
First Affirmative Financial Network
Colorado
$302K +$7.84K +160 +3%
PA
244
Pinnacle Associates
New York
$301K -$637 -13 -0.2%
WFI
245
West Family Investments
California
$301K – – –
FCI
246
Financial Counselors Inc
Kansas
$296K -$31.8K -650 -10%
ALC
247
Alexander Labrunerie & Co
Missouri
$295K – – –
N
248
Natixis
France
$294K +$294K +5,992 New
CP
249
Cumberland Partners
Ontario, Canada
$291K -$397K -8,100 -58%
Baird Financial Group
250
Baird Financial Group
Wisconsin
$290K +$12.7K +259 +5%
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