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Sun Life Financial
SLF

Overview Fund Activity

420 hedge funds and large institutions have $15B invested in Sun Life Financial in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+23
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
55
Increased
144
Reduced
123
Closed
28
Calls
$216M
Puts
$292M
Net Calls
-$76M
Net Calls Change
+$47.3M

Top Buyers

1
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$316M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$254M
3
Goldman Sachs
Goldman Sachs
New York
$139M
4
Two Sigma Investments
Two Sigma Investments
New York
$42.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
$36.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$154M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$386M
3
IIM
Intact Investment Management
Quebec, Canada
$10.6M
4
Bank of America
Bank of America
North Carolina
$59.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
301
Duality Advisers
Florida
$223K -$2.81M -51,538 -93%
BI
302
Ballast Inc
Kentucky
$223K – – –
CGL
303
Clarius Group LLC
Washington
$222K -$24.6K -450 -10%
EWA
304
EverSource Wealth Advisors
Alabama
$217K +$6.69K +131 +3%
PA
305
Parallel Advisors
California
$216K +$25.9K +475 +14%
CP
306
Canopy Partners
Ohio
$215K +$1.47K +27 +0.7%
GRP
307
Global Retirement Partners
California
$214K +$193K +3,532 +908%
GIBU
308
Gulf International Bank (UK)
United Kingdom
$213K – – –
MMPW
309
Mitchell McLeod Pugh & Williams
Alabama
$210K +$210K +3,848 New
HCM
310
Heathbridge Capital Management
Ontario, Canada
$207K +$207K +3,800 New
AAS
311
Ameritas Advisory Services
Nebraska
$205K +$205K +3,898 New
HAG
312
HighPoint Advisor Group
Illinois
$204K +$204K +4,021 New
WDL
313
Well Done LLC
Michigan
$202K +$202K +3,708 New
LC
314
Lindbrook Capital
California
$196K +$1.26K +23 +0.6%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$193K +$193K +3,584 New
AAM
316
Advisors Asset Management
Colorado
$178K -$45K -825 -20%
CHC
317
City Holding Co
West Virginia
$175K -$27.3K -500 -14%
RhumbLine Advisers
318
RhumbLine Advisers
Massachusetts
$160K +$1.36K +25 +0.9%
BGAI
319
Bruce G. Allen Investments
Colorado
$158K – – –
SPIA
320
Steward Partners Investment Advisory
New York
$157K – – –
IBOK
321
Independence Bank of Kentucky
Kentucky
$155K – – –
FHA
322
First Horizon Advisors
Tennessee
$151K – – –
BFEC
323
Benjamin F. Edwards & Company
Missouri
$143K +$38.7K +709 +37%
HNB
324
Huntington National Bank
Ohio
$140K -$928 -17 -0.7%
Credit Agricole
325
Credit Agricole
France
$134K +$20.7K +408 +18%
11 12
13
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