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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 %
PCM
251
Parsons Capital Management
Rhode Island
$364K – – –
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$358K -$57.9K -1,060 -14%
BPA
253
Beacon Pointe Advisors
California
$357K +$1.97K +36 +0.6%
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$356K -$14.5K -266 -4%
BL
255
Balentine LLC
Georgia
$349K -$66K -1,210 -16%
SC
256
Savant Capital
Illinois
$340K – – –
PA
257
Pinnacle Associates
New York
$337K +$710 +13 +0.2%
WFI
258
West Family Investments
California
$335K – – –
SPS
259
Susquehanna Portfolio Strategies
Pennsylvania
$333K – – –
ALC
260
Alexander Labrunerie & Co
Missouri
$329K +$329K +6,031 New
FAFN
261
First Affirmative Financial Network
Colorado
$327K +$39.6K +726 +14%
FL
262
FreeGulliver LLC
Louisiana
$320K – – –
EWM
263
Empirical Wealth Management
Washington
$315K +$315K +5,776 New
PS
264
Principal Securities
Iowa
$312K +$309K +5,662 +9,933%
CAM
265
Cozad Asset Management
Illinois
$311K -$12.1K -222 -4%
DAS
266
Diversify Advisory Services
Utah
$310K +$310K +5,744 New
Baird Financial Group
267
Baird Financial Group
Wisconsin
$309K -$55 -1 -0%
RPCA
268
Running Point Capital Advisors
California
$304K +$6.22K +114 +2%
VF
269
Virtu Financial
New York
$299K +$299K +5,476 New
PI
270
PFG Investments
New York
$295K +$295K +5,403 New
ST
271
Smithfield Trust
Pennsylvania
$294K – – –
GCM
272
Graham Capital Management
Connecticut
$293K +$293K +5,366 New
Pacer Advisors
273
Pacer Advisors
Pennsylvania
$291K -$10.7K -196 -4%
PP
274
PDS Planning
Ohio
$286K +$16.8K +308 +6%
PWPS
275
Pinnacle Wealth Planning Services
Ohio
$281K – – –
9 10
11
12 13