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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CPG
376
Cornerstone Planning Group
New Jersey
$21.4K 377 +13 +4%
AF
377
Allworth Financial
California
$21.4K 369 – –
HCP
378
Hexagon Capital Partners
Arkansas
$20.6K 355 -524 -60%
WIM
379
Westside Investment Management
California
$20.6K 355 – –
FCM
380
Fourpath Capital Management
Oklahoma
$20.5K 353 +353 New
FFA
381
Farther Finance Advisors
California
$19.2K 331 +45 +16%
TCM
382
TruNorth Capital Management
Michigan
$19.1K 330 – –
DWM
383
Dogwood Wealth Management
Kansas
$19K 327 – –
TCM
384
TD Capital Management
Tennessee
$17.1K 294 +3 +1%
MIA
385
MeadowBrook Investment Advisors
Michigan
$16.8K 289 – –
YAL
386
Your Advocates Ltd
Texas
$16K 275 – –
BIA
387
Bell Investment Advisors
California
$14.9K 256 – –
ZB
388
Zions Bancorporation
Utah
$14.9K 256 -136 -35%
SIS
389
Strategic Investment Solutions
Illinois
$14.3K 246 – –
BL
390
BFSG LLC
California
$13.1K 225 – –
AWM
391
Avior Wealth Management
Nebraska
$12.9K 222 +1 +0.5%
TFIPS
392
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.6K 200 – –
CFD
393
Creative Financial Designs
Indiana
$11.6K 200 -352 -64%
JWA
394
JFS Wealth Advisors
Pennsylvania
$11.3K 194 +41 +27%
BBPWM
395
Blue Bell Private Wealth Management
Pennsylvania
$10.9K 187 – –
WPW
396
Waldron Private Wealth
Pennsylvania
$10.8K 186 +186 New
PTC
397
Private Trust Company
Ohio
$10.7K 185 +1 +0.5%
SAM
398
Smartleaf Asset Management
Massachusetts
$10.6K 184 +184 New
WT
399
Whittier Trust
California
$10.6K 183 -862 -82%
LWANC
400
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.86K 170 – –
14 15
16
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