SLF icon

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 %
WTA
401
Washington Trust Advisors
Massachusetts
$9.57K 165 – –
MG
402
Mather Group
Illinois
$8.73K 151 +121 +403%
AA
403
Ancora Advisors
Ohio
$8.59K 148 – –
NA
404
NewEdge Advisors
Louisiana
$8.13K 140 +1 +0.7%
EWM
405
Evermay Wealth Management
Virginia
$8.07K 139 – –
SS
406
Sunbelt Securities
Texas
$7.08K 122 – –
GBT
407
Grove Bank & Trust
Florida
$6.85K 118 +118 New
CAM
408
Creekmur Asset Management
Illinois
$5.92K 102 – –
KFI
409
Key Financial Inc
Pennsylvania
$5.74K 99 – –
BC
410
Barrett & Company
Rhode Island
$5.45K 94 – –
BWL
411
Bogart Wealth LLC
Virginia
$5.16K 89 +89 New
PS
412
Principal Securities
Iowa
$4.12K 71 -11 -13%
PPWM
413
PFG Private Wealth Management
Florida
$3.31K 57 – –
PCWA
414
Pacific Capital Wealth Advisors
California
$3.13K 54 – –
PCM
415
Penserra Capital Management
California
$2K 48 – –
LFG
416
Larson Financial Group
Missouri
$1.74K 30 – –
GM
417
GeoWealth Management
Illinois
$1.22K 21 +21 New
MWM
418
Mascoma Wealth Management
New Hampshire
$1.16K 20 – –
IAIM
419
International Assets Investment Management
Florida
$286 16,594 +16,594 New
Norges Bank
420
Norges Bank
Norway
– – -6,396,719 Closed
CF
421
Canoe Financial
Alberta, Canada
– – -535,487 Closed
WCA
422
Waratah Capital Advisors
Ontario, Canada
– – -176,362 Closed
AIM
423
Achmea Investment Management
Netherlands
– – -145,778 Closed
CSS
424
Cubist Systematic Strategies
Connecticut
– – -122,557 Closed
APG Asset Management
425
APG Asset Management
Netherlands
– – -68,954 Closed
15 16
17
18 19