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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 %
BPA
276
Beacon Pointe Advisors
California
$270K -$2.67K -46 -1%
SIA
277
Schechter Investment Advisors
Michigan
$268K -$3.89K -67 -1%
NW
278
NewEdge Wealth
Pennsylvania
$268K – – –
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$267K +$59.5K +1,025 +29%
CCT
280
Capital City Trust
Florida
$267K – – –
EWA
281
EP Wealth Advisors
California
$266K +$266K +4,576 New
NB
282
Northwest Bancshares
Pennsylvania
$262K – – –
PFA
283
Pathway Financial Advisors
Vermont
$252K – – –
VT
284
Vise Technologies
New York
$247K +$247K +4,262 New
HCM
285
Heathbridge Capital Management
Ontario, Canada
$244K +$244K +4,200 New
SDJVC
286
St. Denis J. Villere & Co
Louisiana
$242K – – –
IB
287
Intrust Bank
Kansas
$240K -$28.4K -490 -11%
MML Investors Services
288
MML Investors Services
Massachusetts
$237K +$237K +4,089 New
BI
289
Ballast Inc
Kentucky
$237K – – –
AAF
290
Andra AP-fonden
Sweden
$235K – – –
PNC
291
Park National Corp
Ohio
$230K +$230K +3,970 New
CP
292
Canopy Partners
Ohio
$229K +$229K +3,941 New
CCIA
293
Campbell & Co Investment Adviser
Maryland
$229K +$229K +3,939 New
HAG
294
HighPoint Advisor Group
Illinois
$228K +$1.11K +20 +0.5%
MMPW
295
Mitchell McLeod Pugh & Williams
Alabama
$223K +$223K +3,848 New
BEI
296
Benjamin Edwards Inc
Missouri
$219K +$219K +3,769 New
LF
297
Lee Financial
Texas
$218K +$218K +3,766 New
WDL
298
Well Done LLC
Michigan
$216K +$216K +3,726 New
PCM
299
Prelude Capital Management
New York
$216K +$216K +3,721 New
OR
300
Olympiad Research
Connecticut
$216K +$216K +3,721 New
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