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Sun Life Financial
SLF

Overview Fund Activity

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315M
2
Charles Schwab
2
Charles Schwab
California
$73.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$192M
4
UBS AM
4
UBS AM
Illinois
$59.6M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$178M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$344K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$438M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
351
Allworth Financial
California
$18.3K – – –
Lazard Asset Management
352
Lazard Asset Management
New York
$18K – – –
HBW
353
Hazlett, Burt & Watson
West Virginia
$18K – – –
WIM
354
Westside Investment Management
California
$17.4K – – –
UB
355
UMB Bank
Missouri
$17.3K -$2.74K -56 -14%
CPG
356
Cornerstone Planning Group
New Jersey
$17.1K +$17.1K +364 New
TCM
357
TruNorth Capital Management
Michigan
$16.2K – – –
DWM
358
Dogwood Wealth Management
Kansas
$16K +$16K +327 New
TCM
359
TD Capital Management
Tennessee
$14.3K +$14.3K +291 New
AA
360
Addison Advisors
Vermont
$14.2K +$12.9K +263 +1,012%
MIA
361
MeadowBrook Investment Advisors
Michigan
$14.2K – – –
FFA
362
Farther Finance Advisors
California
$13.9K +$2.78K +57 +25%
TC
363
Tacita Capital
Ontario, Canada
$13.5K – – –
YAL
364
Your Advocates Ltd
Texas
$13.5K – – –
IA
365
IFP Advisors
Florida
$12.7K +$1.03K +21 +9%
BIA
366
Bell Investment Advisors
California
$12.5K +$5.34K +109 +74%
SIS
367
Strategic Investment Solutions
Illinois
$12.2K +$12.2K +246 New
BL
368
BFSG LLC
California
$11K – – –
AWM
369
Avior Wealth Management
Nebraska
$10.9K -$6.24K -127 -36%
TFIPS
370
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.79K – – –
BBPWM
371
Blue Bell Private Wealth Management
Pennsylvania
$9.16K – – –
HGERS
372
Householder Group Estate & Retirement Specialist
Arizona
$9K +$47 +1 +0.5%
PTC
373
Private Trust Company
Ohio
$9K +$98 +2 +1%
LWANC
374
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.33K – – –
WTA
375
Washington Trust Advisors
Massachusetts
$8.08K – – –
13 14
15
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