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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 %
WA
301
Wambolt & Associates
Colorado
$213K -$172K -2,963 -45%
SCP
302
Sivia Capital Partners
California
$212K +$212K +3,656 New
FAM
303
Flaharty Asset Management
Florida
$210K +$210K +3,611 New
KeyBank National Association
304
KeyBank National Association
Ohio
$208K -$41.8K -720 -17%
FOA
305
Five Oceans Advisors
California
$208K +$208K +3,583 New
NP
306
Nilsine Partners
Colorado
$207K +$207K +3,563 New
AWA
307
Arkadios Wealth Advisors
Georgia
$205K +$205K +3,533 New
CCA
308
Checchi Capital Advisers
California
$205K +$205K +3,527 New
PA
309
Parallel Advisors
California
$204K -$28K -483 -12%
LC
310
Lindbrook Capital
California
$194K -$14.6K -252 -7%
SPIA
311
Steward Partners Investment Advisory
New York
$186K +$5.57K +96 +3%
BGAI
312
Bruce G. Allen Investments
Colorado
$177K +$6.85K +118 +4%
HI
313
Harbour Investments
Wisconsin
$171K +$71.2K +1,227 +71%
IBOK
314
Independence Bank of Kentucky
Kentucky
$165K – – –
FHA
315
First Horizon Advisors
Tennessee
$161K – – –
HNB
316
Huntington National Bank
Ohio
$159K +$4.24K +73 +3%
Macquarie Group
317
Macquarie Group
Australia
$139K – – –
QCG
318
Quadrant Capital Group
Ohio
$127K -$57.6K -992 -31%
MPWT
319
MassMutual Private Wealth & Trust
Connecticut
$127K -$18.6K -321 -13%
RhumbLine Advisers
320
RhumbLine Advisers
Massachusetts
$121K +$2.32K +40 +2%
CHC
321
City Holding Co
West Virginia
$116K – – –
CWP
322
Concord Wealth Partners
Virginia
$116K +$116K +2,000 New
IA
323
IFP Advisors
Florida
$113K +$98.1K +1,691 +650%
CAL
324
Capital Advisors Ltd
Ohio
$110K – – –
PCTC
325
Perkins Coie Trust Company
Washington
$109K – – –
11 12
13
14 15