SLF icon

Sun Life Financial
SLF

Overview Fund Activity

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315M
2
Charles Schwab
2
Charles Schwab
California
$73.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$192M
4
UBS AM
4
UBS AM
Illinois
$59.6M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$178M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$344K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$438M
Name Market Value Shares Shares
Change 		Shares
Change %
AAS
426
Ameritas Advisory Services
Nebraska
– – -3,898 Closed
MMPW
427
Mitchell McLeod Pugh & Williams
Alabama
– – -3,848 Closed
HCM
428
Heathbridge Capital Management
Ontario, Canada
– – -3,800 Closed
WDL
429
Well Done LLC
Michigan
– – -3,708 Closed
AAM
430
Advisors Asset Management
Colorado
– – -3,267 Closed
CWP
431
Concord Wealth Partners
Virginia
– – -2,000 Closed
DMIC
432
Dixon Mitchell Investment Counsel
British Columbia, Canada
– – -1,400 Closed
SWM
433
Spire Wealth Management
Virginia
– – -568 Closed
CA
434
CoreCap Advisors
Michigan
– – -452 Closed
HT
435
Headlands Technologies
Illinois
– – -411 Closed
RFS
436
Richardson Financial Services
Massachusetts
– – -397 Closed
ETC
437
Exchange Traded Concepts
Oklahoma
– – -263 Closed
AAG
438
Armstrong Advisory Group
Massachusetts
– – -177 Closed
Optiver Holding
439
Optiver Holding
Netherlands
– – -116 Closed
VF
440
VitalStone Financial
Texas
– – -51 Closed
OLVIG
441
Oliver Lagore Vanvalin Investment Group
Michigan
– – -45 Closed
JFGIW
442
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -21 Closed
BHWM
443
Beaird Harris Wealth Management
Texas
– – -9 Closed
CA
444
Clearstead Advisors
Ohio
– – -2 Closed
Simplex Trading
445
Simplex Trading
Illinois
– – – –
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
– – – –
Nomura Asset Management
447
Nomura Asset Management
Japan
– – – –
Group One Trading
448
Group One Trading
Illinois
– – – –
14 15 16 17
18