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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 %
ST
251
Smithfield Trust
Pennsylvania
$288K +$24.4K +500 +9%
FL
252
FreeGulliver LLC
Louisiana
$288K – – –
ATC
253
Argent Trust Co
Tennessee
$284K +$78.9K +1,610 +39%
DAS
254
Diversify Advisory Services
Utah
$280K -$2.21K -45 -0.8%
QI
255
Qtron Investments
Massachusetts
$277K +$277K +5,650 New
TCM
256
Triumph Capital Management
Colorado
$274K +$274K +5,600 New
RPCA
257
Running Point Capital Advisors
California
$273K – – –
PI
258
PFG Investments
New York
$266K +$1.32K +27 +0.5%
CAM
259
Cozad Asset Management
Illinois
$265K -$14K -285 -5%
ECM
260
Evergreen Capital Management
Washington
$263K +$22.8K +466 +9%
CG
261
Caprock Group
Idaho
$262K +$262K +5,339 New
SM
262
Sciencast Management
New Jersey
$252K -$282K -5,756 -53%
PWPS
263
Pinnacle Wealth Planning Services
Ohio
$252K – – –
RFC
264
Regions Financial Corp
Alabama
$252K – – –
Pacer Advisors
265
Pacer Advisors
Pennsylvania
$250K -$12K -245 -5%
SCM
266
Stonebridge Capital Management
California
$245K – – –
CFO
267
CVA Family Office
Colorado
$245K – – –
RWM
268
Ritholtz Wealth Management
New York
$245K -$4.65K -95 -2%
CWS
269
Confluence Wealth Services
Pennsylvania
$244K – – –
PP
270
PDS Planning
Ohio
$240K -$17.2K -352 -7%
BPA
271
Beacon Pointe Advisors
California
$230K -$89.8K -1,833 -28%
IC
272
IEQ Capital
California
$230K +$2.06K +42 +0.9%
SIA
273
Schechter Investment Advisors
Michigan
$230K +$8.13K +166 +4%
IB
274
Intrust Bank
Kansas
$226K +$1.03K +21 +0.5%
NW
275
NewEdge Wealth
Pennsylvania
$226K -$980 -20 -0.4%
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