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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 %
GEA
351
Glen Eagle Advisors
New Jersey
$50.6K – – –
MA
352
MCF Advisors
Kentucky
$48.6K – – –
WT
353
Whittier Trust
California
$47K – – –
PWMG
354
Private Wealth Management Group
New Jersey
$43.5K – – –
CFGS
355
Concourse Financial Group Securities
Alabama
$43.4K +$43.4K +787 New
ADL
356
Asset Dedication LLC
California
$43K -$17.8K -325 -29%
OC
357
Oakworth Capital
Alabama
$40.8K – – –
HPC
358
HM Payson & Co
Maine
$40.5K – – –
SWM
359
Spire Wealth Management
Virginia
$31K – – –
MSFP
360
Mark Sheptoff Financial Planning
Connecticut
$28.9K – – –
VAMG
361
Voisard Asset Management Group
Michigan
$27.3K – – –
AF
362
Advisornet Financial
Minnesota
$27.3K – – –
SA
363
SRH Advisors
Kansas
$27.3K – – –
AWM
364
Atticus Wealth Management
Florida
$26.8K – – –
PCMC
365
Planning Capital Management Corporation
Pennsylvania
$25.4K – – –
W
366
WealthCollab
Washington
$25.1K – – –
CA
367
CoreCap Advisors
Michigan
$24.7K +$24.7K +452 New
NA
368
Nordwand Advisors
Pennsylvania
$23.9K – – –
DSC
369
Duncker Streett & Co
Missouri
$22.6K – – –
HT
370
Headlands Technologies
Illinois
$22.4K -$22.7K -416 -50%
UB
371
UMB Bank
Missouri
$22.3K +$2.78K +51 +14%
RFS
372
Richardson Financial Services
Massachusetts
$21.7K +$21.7K +397 New
TFM
373
TFC Financial Management
Massachusetts
$21.4K – – –
GWM
374
Geneos Wealth Management
Colorado
$21.4K – – –
AF
375
Allworth Financial
California
$20.1K -$64.8K -1,187 -76%
13 14
15
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