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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
Toronto Dominion Bank
Ontario, Canada
$316M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$254M
3
Goldman Sachs
Goldman Sachs
New York
$139M
4
Two Sigma Investments
Two Sigma Investments
New York
$42.6M
5
CCMG
Clark Capital Management Group
Pennsylvania
$36.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$154M
2
CIBC World Market
CIBC World Market
Ontario, Canada
$386M
3
IIM
Intact Investment Management
Quebec, Canada
$10.6M
4
Bank of America
Bank of America
North Carolina
$59.6M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
126
Utah Retirement Systems
Utah
$3.77M – – –
O
127
Ossiam
France
$3.71M +$605K +11,077 +19%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$3.51M +$1.82M +33,401 +108%
MPM
129
Meritage Portfolio Management
Kansas
$3.38M +$3.38M +61,926 New
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.31M -$25.8K -473 -0.8%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$3.28M +$101K +1,841 +3%
PIC
132
PCJ Investment Counsel
Ontario, Canada
$3.23M +$65.5K +1,200 +2%
NP
133
Ninepoint Partners
Ontario, Canada
$3.2M +$3.2M +58,717 New
CCIA
134
Campbell & Co Investment Adviser
Maryland
$2.97M -$2.82M -51,707 -49%
HPG
135
Harvest Portfolios Group
Ontario, Canada
$2.86M -$227K -4,164 -7%
QCM
136
Quantinno Capital Management
New York
$2.67M +$287K +5,254 +12%
Osaic Holdings
137
Osaic Holdings
Arizona
$2.58M +$1.13M +20,735 +78%
Vontobel Holding
138
Vontobel Holding
Switzerland
$2.57M -$4.59K -84 -0.2%
KIA
139
Kraematon Investment Advisors
Massachusetts
$2.55M -$52.5K -962 -2%
AllianceBernstein
140
AllianceBernstein
Tennessee
$2.54M +$207K +3,791 +9%
Mariner
141
Mariner
Kansas
$2.42M +$226K +4,147 +10%
KJHP
142
K.J. Harrison & Partners
Ontario, Canada
$2.35M +$2.35M +43,104 New
GIM
143
Gold Investment Management
Alberta, Canada
$2.32M +$2.4K +44 +0.1%
Stifel Financial
144
Stifel Financial
Missouri
$2.25M +$154K +2,830 +7%
Ensign Peak Advisors
145
Ensign Peak Advisors
Utah
$2.25M – – –
DWM
146
Dorchester Wealth Management
Quebec, Canada
$2.19M +$19.3K +354 +0.9%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$1.98M +$122K +2,240 +7%
IIM
148
INTECH Investment Management
Florida
$1.96M +$1.96M +35,902 New
Creative Planning
149
Creative Planning
Kansas
$1.96M +$155K +2,843 +9%
RJA
150
Raymond James & Associates
Florida
$1.89M +$70K +1,282 +4%
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