SLF icon

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 %
AF
376
Advisornet Financial
Minnesota
$29.7K – – –
SA
377
SRH Advisors
Kansas
$29.7K – – –
AssetMark Inc
378
AssetMark Inc
California
$29.5K -$2.61K -44 -8%
AWM
379
Atticus Wealth Management
Florida
$29.1K – – –
W
380
WealthCollab
Washington
$27.3K – – –
CAS
381
Coppell Advisory Solutions
Texas
$27.2K – – –
HI
382
Human Investing
Oregon
$26.1K +$26.1K +440 New
NA
383
Nordwand Advisors
Pennsylvania
$26K – – –
HCP
384
Hexagon Capital Partners
Arkansas
$25.8K +$4.69K +79 +22%
BCM
385
Barometer Capital Management
Ontario, Canada
$25.4K +$25.4K +298 New
DSC
386
Duncker Streett & Co
Missouri
$24.6K – – –
FFA
387
Farther Finance Advisors
California
$24.1K +$4.45K +75 +23%
AF
388
Allworth Financial
California
$24K +$2.45K +42 +11%
MCM
389
MAI Capital Management
Ohio
$24K +$24K +404 New
TFM
390
TFC Financial Management
Massachusetts
$23.3K – – –
GRP
391
Global Retirement Partners
California
$23.2K +$59 +1 +0.3%
GWM
392
Geneos Wealth Management
Colorado
$23.2K – – –
CPG
393
Cornerstone Planning Group
New Jersey
$22.6K +$412 +7 +2%
UB
394
UMB Bank
Missouri
$22.5K – – –
Lazard Asset Management
395
Lazard Asset Management
New York
$22K – – –
HBW
396
Hazlett, Burt & Watson
West Virginia
$22K – – –
WIM
397
Westside Investment Management
California
$21.1K – – –
SAM
398
Smartleaf Asset Management
Massachusetts
$19.6K +$8.72K +147 +80%
TCM
399
TruNorth Capital Management
Michigan
$19.6K – – –
DWM
400
Dogwood Wealth Management
Kansas
$19.4K – – –
14 15
16
17 18