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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
+$84.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$71.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62.5M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$49.2M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$208M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$206M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$180M
4
VPI
Value Partners Investments
Manitoba, Canada
-$151M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
276
Focus Partners Wealth
Massachusetts
$302K +$302K +5,092 New
IB
277
Intrust Bank
Kansas
$301K +$56K +944 +23%
CG
278
Caprock Group
Idaho
$300K -$356 -6 -0.1%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$298K +$891 +15 +0.3%
SCM
280
Stonebridge Capital Management
California
$297K – – –
CFO
281
CVA Family Office
Colorado
$297K – – –
CWS
282
Confluence Wealth Services
Pennsylvania
$294K – – –
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$290K -$3.92K -66 -1%
BEI
284
Benjamin Edwards Inc
Missouri
$290K +$66.2K +1,116 +30%
RWM
285
Ritholtz Wealth Management
New York
$285K -$3.2K -54 -1%
IC
286
IEQ Capital
California
$283K +$2.08K +35 +0.7%
MML Investors Services
287
MML Investors Services
Massachusetts
$278K +$35.1K +590 +14%
NW
288
NewEdge Wealth
Pennsylvania
$274K – – –
CCT
289
Capital City Trust
Florida
$273K – – –
CAM
290
Cozad Asset Management
Illinois
$260K -$25.6K -432 -9%
PFA
291
Pathway Financial Advisors
Vermont
$257K – – –
KJHP
292
K.J. Harrison & Partners
Ontario, Canada
$256K -$118K -2,000 -32%
PA
293
Parallel Advisors
California
$249K +$40.6K +684 +19%
SDJVC
294
St. Denis J. Villere & Co
Louisiana
$248K – – –
WIA
295
World Investment Advisors
California
$246K +$246K +4,153 New
BJL
296
Brighton Jones LLC
Washington
$244K +$244K +4,107 New
BI
297
Ballast Inc
Kentucky
$242K – – –
HAG
298
HighPoint Advisor Group
Illinois
$242K +$3.1K +53 +1%
SIA
299
Schechter Investment Advisors
Michigan
$241K -$33.6K -566 -12%
AFG
300
Atomi Financial Group
New York
$240K +$240K +4,043 New
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