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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
1
Intact Investment Management
Quebec, Canada
$113M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$80.2M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$170M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.6B
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$210M

Top Sellers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379M
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$314M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$645M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$14.7M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$116M +$282K +4,765 +0.2%
Morgan Stanley
27
Morgan Stanley
New York
$114M +$9.42M +158,786 +9%
IIM
28
Intact Investment Management
Quebec, Canada
$113M +$84.8M +1,427,815 +295%
BCIM
29
British Columbia Investment Management
British Columbia, Canada
$113M +$18.6M +313,176 +20%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$102M -$5.3M -89,286 -5%
Swiss National Bank
31
Swiss National Bank
Switzerland
$99.5M -$4.29M -72,300 -4%
Amundi
32
Amundi
France
$98.5M -$4.84M -82,645 -5%
Charles Schwab
33
Charles Schwab
California
$94.7M +$944K +15,908 +1%
Bank of America
34
Bank of America
North Carolina
$91M -$4.3M -72,395 -5%
QI
35
QV Investors
Alberta, Canada
$80.3M +$8.41M +141,712 +12%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$80.2M +$76.5M +1,288,545 +2,071%
Invesco
37
Invesco
Georgia
$75.8M -$1.82M -30,612 -2%
AIMCA
38
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$74.7M -$18.9M -317,875 -20%
UBS AM
39
UBS AM
Illinois
$73.3M +$6.57M +110,780 +10%
Two Sigma Investments
40
Two Sigma Investments
New York
$71.4M +$4.59M +77,400 +7%
CCMIC
41
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$66.5M +$15M +253,488 +29%
UBS Group
42
UBS Group
Switzerland
$64.4M +$27.8M +467,842 +76%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$61.5M – – –
BlackRock
44
BlackRock
New York
$56.4M -$556K -9,367 -1%
Deutsche Bank
45
Deutsche Bank
Germany
$56.3M +$3.56M +60,062 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
46
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$55.3M +$3.83M +64,549 +7%
MSC
47
MUFG Securities (Canada)
New York
$52.2M +$21.7M +366,546 +71%
Aviva
48
Aviva
United Kingdom
$50.4M -$2.89M -48,842 -5%
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$48.3M -$1.27M -21,380 -3%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$47.5M -$41.1M -693,290 -46%
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