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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 %
PIM
326
Plato Investment Management
Australia
$101K +$101K +1,745 New
GIBU
327
Gulf International Bank (UK)
United Kingdom
$98K -$127K -2,206 -56%
AA
328
Alta Advisers
United Kingdom
$91.2K +$91.2K +1,570 New
LWA
329
Lowe Wealth Advisors
Maryland
$89.2K +$174 +3 +0.2%
JIP
330
Jaffetilchin Investment Partners
Florida
$88.7K +$88.7K +1,529 New
CH
331
Cromwell Holdings
Wyoming
$76.1K +$3.89K +67 +5%
B
332
Birchbrook
Maine
$75.1K – – –
PP
333
Pacifica Partners
Canada
$74.9K – – –
CTC
334
Central Trust Company
Missouri
$70.2K +$580 +10 +0.8%
LWCFA
335
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62.4K – – –
NB
336
NBT Bank
New York
$62.3K +$62.3K +1,074 New
CB
337
Centennial Bank
Arkansas
$57.7K – – –
FGC
338
Financial Gravity Companies
Texas
$55.9K +$55.9K +963 New
GEA
339
Glen Eagle Advisors
New Jersey
$55.3K +$1.45K +25 +3%
AWM
340
Abound Wealth Management
Tennessee
$53.6K – – –
WSFS
341
Wilmington Savings Fund Society
Delaware
$51K +$51K +879 New
FFA
342
Fairfield Financial Advisors
Massachusetts
$50.9K – – –
LI
343
Louisbourg Investments
New Brunswick, Canada
$48.5K -$31.6K -545 -39%
MA
344
MCF Advisors
Kentucky
$46.4K – – –
RI
345
Ridgewood Investments
New Jersey
$46.4K – – –
PWMG
346
Private Wealth Management Group
New Jersey
$46.2K – – –
CA
347
CoreCap Advisors
Michigan
$45.7K +$45.7K +788 New
ADL
348
Asset Dedication LLC
California
$45.7K – – –
CFGS
349
Concourse Financial Group Securities
Alabama
$45.7K – – –
EWA
350
EverSource Wealth Advisors
Alabama
$45.5K -$203K -3,498 -82%
12 13
14
15 16