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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 %
JWA
351
JFS Wealth Advisors
Pennsylvania
$61.2K +$49.7K +838 +432%
GM
352
GeoWealth Management
Illinois
$59.3K +$58K +978 +4,657%
FGC
353
Financial Gravity Companies
Texas
$57.1K – – –
GEA
354
Glen Eagle Advisors
New Jersey
$56.5K – – –
WSFS
355
Wilmington Savings Fund Society
Delaware
$52.2K – – –
FFA
356
Fairfield Financial Advisors
Massachusetts
$52.1K – – –
AWM
357
Abound Wealth Management
Tennessee
$51.9K -$2.97K -50 -5%
MA
358
MCF Advisors
Kentucky
$47.5K – – –
RI
359
Ridgewood Investments
New Jersey
$47.5K – – –
PWMG
360
Private Wealth Management Group
New Jersey
$47.3K – – –
EWA
361
EverSource Wealth Advisors
Alabama
$46.8K +$178 +3 +0.4%
CA
362
CoreCap Advisors
Michigan
$46.8K – – –
ADL
363
Asset Dedication LLC
California
$46.7K – – –
SNB
364
Security National Bank
Nebraska
$46.2K +$46.2K +779 New
CFGS
365
Concourse Financial Group Securities
Alabama
$46K – – –
DMIC
366
Dixon Mitchell Investment Counsel
British Columbia, Canada
$44.5K +$44.5K +750 New
OC
367
Oakworth Capital
Alabama
$44.4K – – –
BTD
368
BankPlus Trust Department
Mississippi
$40.4K +$40.4K +681 New
API
369
Asset Planning Inc
California
$40.2K +$40.2K +678 New
CYG
370
Clean Yield Group
Vermont
$40.1K – – –
DJSG
371
D.J. St. Germain
Massachusetts
$38.6K – – –
AA
372
Addison Advisors
Vermont
$36.5K -$2.08K -35 -5%
GI
373
GAMMA Investing
California
$33.9K – – –
MSFP
374
Mark Sheptoff Financial Planning
Connecticut
$31.5K – – –
TFIPS
375
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.7K +$17.8K +300 +150%
13 14
15
16 17