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.

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 %
A
101
AustralianSuper
Australia
$7.7M +$7.7M +142,243 New
Citadel Advisors
102
Citadel Advisors
Florida
$7.68M -$8.48M -155,424 -52%
Wellington Management Group
103
Wellington Management Group
Massachusetts
$7.14M +$715K +13,089 +11%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$6.96M +$6.53M +119,663 +1,539%
American Century Companies
105
American Century Companies
Missouri
$6.74M +$903K +16,544 +15%
UH
106
Unigestion Holding
Switzerland
$6.52M +$6.52M +119,413 New
LSWM
107
Lorne Steinberg Wealth Management
Canada
$6.27M +$435K +7,974 +7%
Citigroup
108
Citigroup
New York
$6.2M -$1.5M -27,454 -19%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$6.1M -$665K -12,179 -10%
T. Rowe Price Associates
110
T. Rowe Price Associates
Maryland
$5.73M +$187K +3,423 +3%
OCAM
111
Onex Canada Asset Management
Ontario, Canada
$5.71M -$1.26M -23,046 -18%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.59M -$1.14M -20,940 -17%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$5.53M +$4.11M +75,255 +289%
Wells Fargo
114
Wells Fargo
California
$5.41M +$139K +2,553 +3%
M
115
MOTCO
Texas
$5.34M -$142K -2,597 -3%
LOAME
116
Lombard Odier Asset Management (Europe)
United Kingdom
$5.16M +$2.53M +46,864 +96%
CQS
117
Credential Qtrade Securities
$5.11M -$2.62K -48 -0.1%
BC
118
Burney Company
Virginia
$4.87M +$13K +238 +0.3%
QC
119
Quadrature Capital
United Kingdom
$4.8M +$4.8M +88,200 New
MSRPS
120
Maryland State Retirement & Pension System
Maryland
$4.49M +$606K +12,111 +16%
VanEck Associates
121
VanEck Associates
New York
$4.42M +$652K +11,952 +17%
Public Sector Pension Investment Board (PSP Investments)
122
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.31M -$35.7M -652,893 -89%
Prudential Financial
123
Prudential Financial
New Jersey
$4.22M +$670K +12,264 +19%
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$4.12M -$191K -3,500 -4%
SF
125
Symphony Financial
Texas
$3.85M -$38.2K -700 -1%
3 4
5
6 7