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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 %
SS
401
Sunbelt Securities
Texas
$6.66K – – –
GIA
402
GHP Investment Advisors
Colorado
$6.5K – – –
Optiver Holding
403
Optiver Holding
Netherlands
$6.33K +$2.46K +45 +63%
KFI
404
Key Financial Inc
Pennsylvania
$5.4K – – –
BC
405
Barrett & Company
Rhode Island
$5.13K – – –
PPWM
406
PFG Private Wealth Management
Florida
$3.11K – – –
VF
407
VitalStone Financial
Texas
$3K +$118 +2 +4%
PCWA
408
Pacific Capital Wealth Advisors
California
$2.95K – – –
FPFS
409
First Personal Financial Services
North Carolina
$2.73K – – –
FFC
410
First Financial Corp
Indiana
$2.57K +$2.57K +47 New
OLVIG
411
Oliver Lagore Vanvalin Investment Group
Michigan
$2.46K +$2.46K +45 New
PCM
412
Penserra Capital Management
California
$2K – – –
MG
413
Mather Group
Illinois
$1.56K +$1.56K +30 New
AA
414
Addison Advisors
Vermont
$1.42K +$1.42K +26 New
JFGIW
415
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.15K – – –
MWM
416
Mascoma Wealth Management
New Hampshire
$1.09K – – –
AssetMark Inc
417
AssetMark Inc
California
$819 +$819 +15 New
BHWM
418
Beaird Harris Wealth Management
Texas
$492 – – –
GI
419
GAMMA Investing
California
$491 +$491 +9 New
CA
420
Clearstead Advisors
Ohio
$102 – – –
PCOC
421
Power Corp of Canada
Canada
– -$5.97M -115,004 Closed
LA
422
LBP AM
France
– -$4.19M -80,441 Closed
D.E. Shaw & Co
423
D.E. Shaw & Co
New York
– -$3.44M -66,354 Closed
AWM
424
AE Wealth Management
Kansas
– -$2.5M -48,732 Closed
VA
425
Vident Advisory
Georgia
– -$2.23M -42,746 Closed
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