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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 %
CCT
276
Capital City Trust
Florida
$225K – – –
NB
277
Northwest Bancshares
Pennsylvania
$221K -$4.9K -100 -2%
S
278
SimplyRich
California
$219K – – –
GAM
279
Gotham Asset Management
New York
$218K -$134K -2,741 -38%
GIS
280
Grayhawk Investment Strategies
Alberta, Canada
$216K – – –
PFA
281
Pathway Financial Advisors
Vermont
$213K – – –
EWA
282
EverSource Wealth Advisors
Alabama
$212K +$1.24K +25 +0.6%
KeyBank National Association
283
KeyBank National Association
Ohio
$211K -$25.3K -517 -11%
SDJVC
284
St. Denis J. Villere & Co
Louisiana
$205K – – –
Jones Financial Companies
285
Jones Financial Companies
Missouri
$203K +$134K +2,741 +195%
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
$203K -$256K -5,223 -56%
HAG
287
HighPoint Advisor Group
Illinois
$203K +$2.74K +55 +1%
AAF
288
Andra AP-fonden
Sweden
$201K +$201K +3,000 New
BI
289
Ballast Inc
Kentucky
$200K – – –
PA
290
Parallel Advisors
California
$196K +$2.3K +47 +1%
GIBU
291
Gulf International Bank (UK)
United Kingdom
$191K – – –
BTI
292
Blue Trust Inc
Georgia
$187K +$68.7K +1,259 +58%
Barclays
293
Barclays
United Kingdom
$179K -$1.51M -30,852 -89%
LC
294
Lindbrook Capital
California
$176K +$392 +8 +0.2%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$176K -$492 -10 -0.3%
QCG
296
Quadrant Capital Group
Ohio
$156K +$47.1K +962 +43%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$153K +$25K +512 +20%
SPIA
298
Steward Partners Investment Advisory
New York
$152K +$11K +224 +8%
BGAI
299
Bruce G. Allen Investments
Colorado
$144K +$1.57K +32 +1%
IBOK
300
Independence Bank of Kentucky
Kentucky
$139K – – –
10 11
12
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