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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 %
HCM
301
Heathbridge Capital Management
Ontario, Canada
$237K -$11.9K -200 -5%
CP
302
Canopy Partners
Ohio
$234K – – –
NB
303
Northwest Bancshares
Pennsylvania
$231K -$36.7K -619 -14%
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
$230K +$230K +3,883 New
FOA
305
Five Oceans Advisors
California
$230K +$17.3K +292 +8%
MMPW
306
Mitchell McLeod Pugh & Williams
Alabama
$228K – – –
LC
307
Lindbrook Capital
California
$226K +$27.8K +469 +14%
P
308
&Partners
Tennessee
$223K +$223K +3,764 New
AQR Capital Management
309
AQR Capital Management
Connecticut
$223K +$223K +3,752 New
CCA
310
Checchi Capital Advisers
California
$221K +$11.4K +192 +5%
WDL
311
Well Done LLC
Michigan
$216K – – –
SCP
312
Sivia Capital Partners
California
$215K -$2.31K -39 -1%
FAM
313
Flaharty Asset Management
Florida
$214K – – –
LF
314
Lee Financial
Texas
$214K -$9.91K -167 -4%
KeyBank National Association
315
KeyBank National Association
Ohio
$213K – – –
NP
316
Nilsine Partners
Colorado
$211K – – –
GC
317
Grimes & Company
Massachusetts
$204K +$204K +3,440 New
BBA
318
Baader Bank Aktiengesellschaft
Germany
$202K +$202K +3,412 New
MFIM
319
Mesirow Financial Investment Management
Illinois
$202K +$202K +3,410 New
AWA
320
Arkadios Wealth Advisors
Georgia
$202K -$7.66K -129 -4%
GIS
321
Grayhawk Investment Strategies
Alberta, Canada
$191K +$191K +3,221 New
SPIA
322
Steward Partners Investment Advisory
New York
$190K – – –
BTI
323
Blue Trust Inc
Georgia
$190K -$265K -4,467 -58%
BGAI
324
Bruce G. Allen Investments
Colorado
$182K +$1.07K +18 +0.6%
HI
325
Harbour Investments
Wisconsin
$175K – – –
11 12
13
14 15