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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
1
Toronto Dominion Bank
Ontario, Canada
$316M
2
Connor, Clark & Lunn Investment Management (CC&L)
2
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$254M
3
Goldman Sachs
3
Goldman Sachs
New York
$139M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$42.6M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$36.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$154M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$386M
3
IIM
3
Intact Investment Management
Quebec, Canada
$10.6M
4
Bank of America
4
Bank of America
North Carolina
$59.6M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
426
Marshall Wace
United Kingdom
– -$2.09M -40,300 Closed
QT
427
Quantbot Technologies
New York
– -$2.03M -39,158 Closed
A
428
AJOVista
Massachusetts
– -$1.84M -35,400 Closed
OAM
429
Ostrum Asset Management
France
– -$1.68M -32,170 Closed
AIM
430
Aigen Investment Management
New York
– -$1.23M -23,753 Closed
Walleye Trading
431
Walleye Trading
New York
– -$655K -12,635 Closed
BCV
432
Banque Cantonale Vaudoise
Switzerland
– -$605K -11,617 Closed
VI
433
Versor Investments
New York
– -$436K -8,397 Closed
XT
434
XTX Topco
Cayman Islands
– -$434K -8,378 Closed
NRD
435
Nebula Research & Development
New York
– -$264K -5,082 Closed
N
436
Natixis
France
– -$226K -4,351 Closed
STA
437
Summit Trail Advisors
New York
– -$217K -4,180 Closed
CWM
438
Congress Wealth Management
Massachusetts
– -$214K -4,125 Closed
AWA
439
Arete Wealth Advisors
Illinois
– -$208K -4,004 Closed
ACA
440
Atlas Capital Advisors
Wyoming
– -$70.4K -1,358 Closed
RAG
441
RIA Advisory Group
Iowa
– -$228K -760 Closed
GWS
442
Glassman Wealth Services
Virginia
– -$33.1K -638 Closed
NFA
443
Northwest Financial Advisors
Virginia
– -$29.3K -566 Closed
SIC
444
Salem Investment Counselors
North Carolina
– -$24.9K -480 Closed
FPF
445
First Pacific Financial
Washington
– -$19K -367 Closed
ASN
446
Advisory Services Network
Georgia
– -$3.63K -70 Closed
GI
447
Gradient Investments
Minnesota
– -$1.4K -27 Closed
Kayne Anderson Rudnick Investment Management
448
Kayne Anderson Rudnick Investment Management
California
– -$311 -6 Closed
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