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Sun Life Financial
SLF

Overview Fund Activity

437 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+18
Holders Change %
+4.3%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
161
Reduced
113
Closed
32
Calls
$148M
Puts
$395M
Net Calls
-$248M
Net Calls Change
-$117M

Top Buyers

1
IIM
Intact Investment Management
Quebec, Canada
$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$80.2M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$170M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.6B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$210M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$314M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$645M
4
VPI
Value Partners Investments
Manitoba, Canada
$14.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
226
Bleakley Financial Group
New Jersey
$526K +$526K +8,860 New
Citadel Advisors
227
Citadel Advisors
Florida
$522K -$7.79M -131,359 -94%
VT
228
Vise Technologies
New York
$521K +$268K +4,516 +106%
PAG
229
Private Advisor Group
New Jersey
$513K +$10.7K +181 +2%
CAM
230
Claret Asset Management
Quebec, Canada
$512K -$9.85K -166 -2%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$509K +$125K +2,099 +32%
FSA
232
Franklin Street Advisors
North Carolina
$498K – – –
Barclays
233
Barclays
United Kingdom
$492K +$141K +2,379 +40%
PCIA
234
Prime Capital Investment Advisors
Kansas
$491K -$2.67K -45 -0.5%
FCI
235
Financial Counselors Inc
Kansas
$484K +$19.3K +325 +4%
AIS
236
AM Investment Strategies
Tennessee
$479K +$1.07K +18 +0.2%
GAM
237
Gotham Asset Management
New York
$470K +$142K +2,395 +43%
Truist Financial
238
Truist Financial
North Carolina
$465K +$37.3K +629 +9%
EGM
239
Engineers Gate Manager
New York
$464K +$464K +7,812 New
YCM
240
Yousif Capital Management
Michigan
$462K -$76.8K -1,295 -14%
S
241
SimplyRich
California
$457K +$3.26K +55 +0.7%
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$452K +$53K +893 +13%
BFM
243
Boston Financial Management
Massachusetts
$445K – – –
Jones Financial Companies
244
Jones Financial Companies
Missouri
$434K +$131K +2,210 +43%
ECM
245
Evergreen Capital Management
Washington
$419K +$8.13K +137 +2%
SC
246
Syon Capital
California
$416K +$3.38K +57 +0.8%
TA
247
TFB Advisors
Kansas
$415K – – –
SC
248
Savant Capital
Illinois
$414K -$53.8K -906 -11%
MGIA
249
Moneta Group Investment Advisors
Missouri
$412K – – –
MA
250
MONECO Advisors
Connecticut
$408K +$119 +2 +0%
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10
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