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Sun Life Financial
SLF

Overview Fund Activity

419 hedge funds and large institutions have $15.5B invested in Sun Life Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
57
Increased
124
Reduced
141
Closed
30
Calls
$218M
Puts
$348M
Net Calls
-$131M
Net Calls Change
-$63.8M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.48B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$804M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$86.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$71.6M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$770M
3
Fidelity International
3
Fidelity International
Bermuda
$131M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$92M
5
Morgan Stanley
5
Morgan Stanley
New York
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Savant Capital
Illinois
$458K +$6.21K +107 +1%
FCI
227
Financial Counselors Inc
Kansas
$454K +$103K +1,774 +29%
S
228
SimplyRich
California
$444K +$185K +3,185 +71%
BFM
229
Boston Financial Management
Massachusetts
$435K – – –
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$433K -$15.4K -265 -3%
Truist Financial
231
Truist Financial
North Carolina
$418K +$36.4K +627 +10%
WFI
232
West Family Investments
California
$417K +$60.3K +1,039 +17%
RAM
233
Rempart Asset Management
Canada
$414K -$19.4K -339 -4%
TA
234
TFB Advisors
Kansas
$406K – – –
SC
235
Syon Capital
California
$404K -$38.4K -662 -9%
MGIA
236
Moneta Group Investment Advisors
Missouri
$402K +$402K +6,936 New
ECM
237
Evergreen Capital Management
Washington
$402K +$90K +1,551 +29%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$399K -$138K -2,386 -26%
MA
239
MONECO Advisors
Connecticut
$399K +$116 +2 +0%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$390K +$9.91K +171 +3%
PCM
241
Parsons Capital Management
Rhode Island
$387K – – –
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$376K -$6.27K -108 -2%
BTI
243
Blue Trust Inc
Georgia
$375K +$208K +4,237 +124%
DTC
244
Davidson Trust Company
Washington
$370K – – –
KJHP
245
K.J. Harrison & Partners
Ontario, Canada
$361K -$1.24M -21,836 -78%
PI
246
PFG Investments
New York
$351K +$35.6K +614 +11%
ALC
247
Alexander Labrunerie & Co
Missouri
$350K – – –
CP
248
Cumberland Partners
Ontario, Canada
$345K – – –
Barclays
249
Barclays
United Kingdom
$343K +$130K +2,244 +61%
FAFN
250
First Affirmative Financial Network
Colorado
$343K -$14.5K -250 -4%
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