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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 %
HBW
376
Hazlett, Burt & Watson
West Virginia
$20K -$7.03K -130 -26%
Lazard Asset Management
377
Lazard Asset Management
New York
$20K +$20K +380 New
NA
378
NewEdge Advisors
Louisiana
$19.4K +$3.49K +64 +22%
WIM
379
Westside Investment Management
California
$19.4K – – –
AWM
380
Avior Wealth Management
Nebraska
$19K +$12.2K +224 +181%
TCM
381
TruNorth Capital Management
Michigan
$18K +$18K +330 New
MSC
382
MUFG Securities (Canada)
New York
$16.6K +$16.6K +304 New
MIA
383
MeadowBrook Investment Advisors
Michigan
$15.8K – – –
TC
384
Tacita Capital
Ontario, Canada
$15K – – –
YAL
385
Your Advocates Ltd
Texas
$15K – – –
ETC
386
Exchange Traded Concepts
Oklahoma
$14.4K +$12.6K +230 +697%
IA
387
IFP Advisors
Florida
$13K -$25.9K -475 -67%
FFA
388
Farther Finance Advisors
California
$12.3K +$4.69K +87 +61%
BL
389
BFSG LLC
California
$12.3K – – –
TFIPS
390
Towarzystwo Funduszy Inwestycyjnych PZU SA
$10.9K – – –
HGERS
391
Householder Group Estate & Retirement Specialist
Arizona
$10.3K +$109 +2 +1%
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$10.2K – – –
PTC
393
Private Trust Company
Ohio
$9.93K +$55 +1 +0.6%
LWANC
394
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.28K – – –
AAG
395
Armstrong Advisory Group
Massachusetts
$9.18K – – –
WTA
396
Washington Trust Advisors
Massachusetts
$9.01K – – –
AA
397
Ancora Advisors
Ohio
$8.08K – – –
BIA
398
Bell Investment Advisors
California
$8.02K -$546 -10 -6%
JWA
399
JFS Wealth Advisors
Pennsylvania
$7.64K +$55 +1 +0.7%
EWM
400
Evermay Wealth Management
Virginia
$7.59K +$7.59K +139 New
14 15
16
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