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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 %
Macquarie Group
326
Macquarie Group
Australia
$131K +$131K +2,396 New
QCG
327
Quadrant Capital Group
Ohio
$121K -$27.8K -509 -19%
BTI
328
Blue Trust Inc
Georgia
$118K +$2.51K +46 +2%
Mitsubishi UFJ Trust & Banking
329
Mitsubishi UFJ Trust & Banking
Japan
$116K -$5.41K -100 -4%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$110K +$2.35K +43 +2%
CWP
331
Concord Wealth Partners
Virginia
$109K +$109K +2,000 New
CAL
332
Capital Advisors Ltd
Ohio
$104K – – –
FGAM
333
Financial Gravity Asset Management
Texas
$103K -$269K -5,060 -72%
PCTC
334
Perkins Coie Trust Company
Washington
$102K – – –
HI
335
Harbour Investments
Wisconsin
$94.2K – – –
LWA
336
Lowe Wealth Advisors
Maryland
$83.7K +$109 +2 +0.1%
Jones Financial Companies
337
Jones Financial Companies
Missouri
$76.8K +$76.8K +1,408 New
DMIC
338
Dixon Mitchell Investment Counsel
British Columbia, Canada
$76.5K +$76.5K +1,400 New
CFD
339
Creative Financial Designs
Indiana
$75.8K -$38.3K -702 -34%
LI
340
Louisbourg Investments
New Brunswick, Canada
$75.4K +$54.9K +1,005 +268%
T
341
TOBAM
France
$72K -$38.4K -700 -35%
B
342
Birchbrook
Maine
$70.7K – – –
PP
343
Pacifica Partners
Canada
$69.6K – – –
HWA
344
HHM Wealth Advisors
Tennessee
$68.9K – – –
CTC
345
Central Trust Company
Missouri
$65.5K – – –
LWCFA
346
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.7K -$10.3K -200 -15%
ZB
347
Zions Bancorporation
Utah
$55.3K – – –
CB
348
Centennial Bank
Arkansas
$54.3K – – –
AWM
349
Abound Wealth Management
Tennessee
$53.6K – – –
HCP
350
Hexagon Capital Partners
Arkansas
$51.3K -$2.35K -43 -4%
12 13
14
15 16