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 %
MIA
401
MeadowBrook Investment Advisors
Michigan
$17.1K – – –
YAL
402
Your Advocates Ltd
Texas
$16.3K – – –
CF
403
Conquis Financial
California
$16.3K +$16.3K +275 New
ZB
404
Zions Bancorporation
Utah
$15.2K – – –
SIS
405
Strategic Investment Solutions
Illinois
$14.6K – – –
SS
406
SBI Securities
Japan
$14.4K +$14.4K +243 New
BIA
407
Bell Investment Advisors
California
$14.2K -$949 -16 -6%
IMC
408
Investment Management Corporation
Virginia
$13.9K +$13.9K +234 New
BL
409
BFSG LLC
California
$13.4K – – –
AWM
410
Avior Wealth Management
Nebraska
$13.3K +$119 +2 +0.9%
GBT
411
Grove Bank & Trust
Florida
$13.1K +$6.11K +103 +87%
BSB
412
Bangor Savings Bank
Maine
$11.9K +$11.9K +200 New
BBPWM
413
Blue Bell Private Wealth Management
Pennsylvania
$11.1K – – –
PTC
414
Private Trust Company
Ohio
$11.1K +$59 +1 +0.5%
HPC
415
HM Payson & Co
Maine
$10.1K -$33.9K -572 -77%
LWANC
416
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K – – –
WTA
417
Washington Trust Advisors
Massachusetts
$9.79K – – –
MG
418
Mather Group
Illinois
$8.93K – – –
AA
419
Ancora Advisors
Ohio
$8.78K – – –
NA
420
NewEdge Advisors
Louisiana
$8.36K +$59 +1 +0.7%
EWM
421
Evermay Wealth Management
Virginia
$8.25K – – –
PS
422
Principal Securities
Iowa
$8.01K +$3.8K +64 +90%
SS
423
Sunbelt Securities
Texas
$7.24K – – –
CAM
424
Creekmur Asset Management
Illinois
$6.05K – – –
KFI
425
Key Financial Inc
Pennsylvania
$5.88K – – –
15 16
17
18 19