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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 %
Optiver Holding
426
Optiver Holding
Netherlands
$5.88K +$5.88K +99 New
BC
427
Barrett & Company
Rhode Island
$5.58K – – –
VCM
428
Versant Capital Management
Arizona
$5.46K +$5.46K +92 New
BWL
429
Bogart Wealth LLC
Virginia
$5.28K – – –
PPWM
430
PFG Private Wealth Management
Florida
$3.38K – – –
PCWA
431
Pacific Capital Wealth Advisors
California
$3.2K – – –
PCM
432
Penserra Capital Management
California
$2K – – –
SO
433
Sierra Ocean
California
$1.96K +$1.96K +33 New
LFG
434
Larson Financial Group
Missouri
$1.78K – – –
MWM
435
Mascoma Wealth Management
New Hampshire
$1.19K – – –
BIG
436
Brooklyn Investment Group
New York
$772 +$772 +13 New
RFG
437
REAP Financial Group
Texas
$30 +$30 +1 New
D.E. Shaw & Co
438
D.E. Shaw & Co
New York
– -$14.8M -254,623 Closed
T. Rowe Price Associates
439
T. Rowe Price Associates
Maryland
– -$7.84M -135,168 Closed
ECM
440
ExodusPoint Capital Management
New York
– -$6.6M -113,801 Closed
SEC
441
Seven Eight Capital
New York
– -$1.67M -28,777 Closed
IMCOOI
442
Investment Management Corp of Ontario (IMCO)
Canada
– -$1.49M -25,697 Closed
Verition Fund Management
443
Verition Fund Management
Connecticut
– -$1.25M -21,624 Closed
FCM
444
FJ Capital Management
Virginia
– -$1.08M -18,607 Closed
FRM
445
Fox Run Management
Connecticut
– -$1.05M -18,112 Closed
IAIM
446
International Assets Investment Management
Florida
– -$286 -16,594 Closed
ET
447
Entropy Technologies
New York
– -$788K -13,579 Closed
FTDI
448
First Trust Direct Indexing
Massachusetts
– -$584K -10,060 Closed
CAM
449
Cresset Asset Management
Illinois
– -$461K -7,941 Closed
DS
450
DRW Securities
Illinois
– -$479K -6,100 Closed
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