SLF icon

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 %
CCMG
51
Clark Capital Management Group
Pennsylvania
$36.8M +$36.8M +673,490 New
UBS Group
52
UBS Group
Switzerland
$36.1M -$1.91M -34,959 -5%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$36M +$1.19M +21,773 +3%
Canada Life
54
Canada Life
Manitoba, Canada
$34.5M +$1.27M +23,235 +4%
MBI
55
Montrusco Bolton Investments
Quebec, Canada
$34.3M -$290K -5,308 -0.8%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$33.8M -$7.31M -133,942 -18%
TPM
57
Triasima Portfolio Management
Quebec, Canada
$33.2M -$3.75M -68,800 -10%
NEI
58
Northwest & Ethical Investments
Ontario, Canada
$31.5M +$972K +17,819 +3%
Aviva
59
Aviva
United Kingdom
$29.9M +$2.61M +47,774 +10%
CF
60
Canoe Financial
Alberta, Canada
$29.2M -$508K -9,303 -2%
Allianz Asset Management
61
Allianz Asset Management
Germany
$28.5M -$35.6M -651,062 -56%
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27M -$13.4M -244,624 -33%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$27M +$19.4M +355,500 +256%
Korea Investment Corp
64
Korea Investment Corp
South Korea
$26.7M +$736K +13,483 +3%
TAM
65
Todd Asset Management
Kentucky
$26.1M +$2.14M +39,167 +9%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$23M -$111K -2,038 -0.5%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$22.7M -$6.34M -116,129 -22%
GC
68
Guardian Capital
Ontario, Canada
$21.2M -$202K -3,707 -0.9%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$20.3M +$720K +13,177 +4%
PP
70
Prudential plc
United Kingdom
$19.6M +$570K +10,448 +3%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$18.3M – – –
Pictet Asset Management
72
Pictet Asset Management
Switzerland
$17M +$1.2M +21,879 +8%
Franklin Resources
73
Franklin Resources
California
$16.9M -$77.8K -1,426 -0.5%
FRAF
74
Första AP-fonden
Sweden
$16.5M +$1.01M +18,500 +7%
Northern Trust
75
Northern Trust
Illinois
$16M +$371K +6,789 +2%
1 2
3
4 5