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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 %
ST
251
Smithfield Trust
Pennsylvania
$342K – – –
TRCT
252
Tower Research Capital (TRC)
New York
$340K +$332K +5,730 +4,244%
ATC
253
Argent Trust Co
Tennessee
$336K – – –
EWM
254
Empirical Wealth Management
Washington
$335K -$67.1K -1,156 -17%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$329K -$15K -258 -4%
RPCA
256
Running Point Capital Advisors
California
$323K – – –
DAS
257
Diversify Advisory Services
Utah
$322K -$793 -14 -0.2%
GAM
258
Gotham Asset Management
New York
$321K +$62.3K +1,074 +24%
PA
259
Pinnacle Associates
New York
$319K – – –
PP
260
PDS Planning
Ohio
$316K +$32.2K +555 +11%
PWPS
261
Pinnacle Wealth Planning Services
Ohio
$298K – – –
RFC
262
Regions Financial Corp
Alabama
$298K – – –
Jones Financial Companies
263
Jones Financial Companies
Missouri
$295K +$55.2K +954 +23%
CG
264
Caprock Group
Idaho
$294K -$16.1K -278 -5%
CFO
265
CVA Family Office
Colorado
$290K – – –
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$290K -$76.1K -1,312 -21%
SCM
267
Stonebridge Capital Management
California
$290K – – –
CWS
268
Confluence Wealth Services
Pennsylvania
$289K – – –
Pacer Advisors
269
Pacer Advisors
Pennsylvania
$287K -$8.36K -144 -3%
TI
270
Tidal Investments
Wisconsin
$286K +$286K +4,925 New
HIM
271
Hillsdale Investment Management
Ontario, Canada
$286K -$357K -6,155 -56%
RWM
272
Ritholtz Wealth Management
New York
$282K -$8.01K -138 -3%
CAM
273
Cozad Asset Management
Illinois
$279K -$34.6K -597 -11%
GT
274
Glenmede Trust
Pennsylvania
$279K -$272K -4,692 -49%
IC
275
IEQ Capital
California
$275K +$2.15K +37 +0.8%
9 10
11
12 13