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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 %
RFC
251
Regions Financial Corp
Alabama
$400K +$95.4K +1,608 +31%
PCM
252
Parsons Capital Management
Rhode Island
$396K – – –
TRCT
253
Tower Research Capital (TRC)
New York
$394K +$45.7K +770 +13%
BPA
254
Beacon Pointe Advisors
California
$383K +$107K +1,804 +39%
DTC
255
Davidson Trust Company
Washington
$379K – – –
PI
256
PFG Investments
New York
$361K +$2.31K +39 +0.6%
DZ Bank
257
DZ Bank
Germany
$359K -$278K -4,677 -44%
ALC
258
Alexander Labrunerie & Co
Missouri
$358K – – –
Luther King Capital Management (LKCM)
259
Luther King Capital Management (LKCM)
Texas
$355K -$53.1K -894 -13%
FL
260
FreeGulliver LLC
Louisiana
$352K +$352K +5,924 New
Baird Financial Group
261
Baird Financial Group
Wisconsin
$351K +$14.8K +250 +4%
ST
262
Smithfield Trust
Pennsylvania
$350K – – –
EWM
263
Empirical Wealth Management
Washington
$343K – – –
FAFN
264
First Affirmative Financial Network
Colorado
$342K -$8.84K -149 -3%
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$338K -$142K -2,395 -30%
PA
266
Pinnacle Associates
New York
$336K -$29.4K -495 -8%
WFI
267
West Family Investments
California
$335K -$91.4K -1,540 -21%
RPCA
268
Running Point Capital Advisors
California
$331K – – –
PP
269
PDS Planning
Ohio
$327K +$4.15K +70 +1%
DAS
270
Diversify Advisory Services
Utah
$327K +$1.32K +23 +0.4%
LRWA
271
Long Run Wealth Advisors
New York
$326K +$326K +5,486 New
ATC
272
Argent Trust Co
Tennessee
$324K -$19.6K -330 -6%
RAM
273
Rempart Asset Management
Canada
$316K -$113K -1,907 -26%
GT
274
Glenmede Trust
Pennsylvania
$313K +$27.4K +461 +10%
TI
275
Tidal Investments
Wisconsin
$305K +$13.2K +222 +5%
9 10
11
12 13