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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 %
BCIM
26
British Columbia Investment Management
British Columbia, Canada
$133M +$28.3M +519,118 +27%
Amundi
27
Amundi
France
$129M -$1.61M -31,712 -1%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$129M +$5.91M +107,162 +5%
AIMCA
29
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$127M – – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$96.3M -$7.83M -143,600 -8%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$91.4M -$8.43M -154,322 -8%
AM
32
AGF Management
Ontario, Canada
$88.1M +$9.25M +180,160 +12%
Invesco
33
Invesco
Georgia
$83.2M +$191K +3,492 +0.2%
CS
34
Credit Suisse
Switzerland
$82.7M -$515K -6,966 -0.6%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$82M +$569K +10,429 +0.7%
VPI
36
Value Partners Investments
Manitoba, Canada
$75.7M -$1.3M -23,824 -2%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$75.5M +$71.7K +1,314 +0.1%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$73.3M +$11M +200,958 +18%
First Trust Advisors
39
First Trust Advisors
Illinois
$61.4M -$12.4M -226,354 -17%
Bank of America
40
Bank of America
North Carolina
$59.6M -$54.8M -1,004,036 -48%
QI
41
QV Investors
Alberta, Canada
$59.2M +$612K +11,207 +1%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$57.3M +$708K +13,107 +1%
BlackRock
43
BlackRock
New York
$55.1M +$3.09M +56,549 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
44
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$46.2M -$20.3M -371,400 -31%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$45.1M -$917K -16,799 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$42.6M +$42.6M +780,981 New
CCMIC
47
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$42.1M -$760K -13,922 -2%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$40.9M +$6.41M +117,286 +19%
Deutsche Bank
49
Deutsche Bank
Germany
$39.3M -$1.33M -24,281 -3%
Man Group
50
Man Group
United Kingdom
$36.9M +$3.94M +72,170 +12%
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