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Sun Life Financial
SLF

Overview Fund Activity

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$315M
2
Charles Schwab
2
Charles Schwab
California
$73.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$192M
4
UBS AM
4
UBS AM
Illinois
$59.6M
5
Bank of America
5
Bank of America
North Carolina
$107M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$178M
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$0
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$344K
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$438M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$2.68M -$469K -9,573 -15%
HPG
127
Harvest Portfolios Group
Ontario, Canada
$2.65M +$80K +1,631 +3%
RJA
128
Raymond James & Associates
Florida
$2.5M +$805K +16,433 +48%
Creative Planning
129
Creative Planning
Kansas
$2.35M +$590K +12,049 +34%
Vontobel Holding
130
Vontobel Holding
Switzerland
$2.31M +$4.56K +93 +0.2%
KIA
131
Kraematon Investment Advisors
Massachusetts
$2.29M +$5.93K +121 +0.3%
Stifel Financial
132
Stifel Financial
Missouri
$2.17M +$147K +3,001 +7%
VA
133
Vident Advisory
Georgia
$2.13M +$2.13M +43,511 New
TPM
134
Triasima Portfolio Management
Quebec, Canada
$2.08M -$27.8M -566,420 -93%
AllianceBernstein
135
AllianceBernstein
Tennessee
$2.05M -$229K -4,680 -10%
GIM
136
Gold Investment Management
Alberta, Canada
$2.04M -$43.2K -881 -2%
Ensign Peak Advisors
137
Ensign Peak Advisors
Utah
$2.04M – – –
LPL Financial
138
LPL Financial
California
$1.93M +$287K +5,852 +17%
Mariner
139
Mariner
Kansas
$1.93M -$247K -5,043 -11%
State Street
140
State Street
Massachusetts
$1.92M +$1.33M +27,196 +228%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$1.87M +$94.2K +1,923 +5%
DWM
142
Dorchester Wealth Management
Quebec, Canada
$1.79M -$184K -3,745 -9%
MGP
143
Metis Global Partners
California
$1.7M +$73.9K +1,508 +5%
MME
144
Meag Munich Ergo
Germany
$1.69M +$239K +4,883 +16%
PIC
145
PCJ Investment Counsel
Ontario, Canada
$1.68M -$1.23M -25,060 -42%
MSRPS
146
Maryland State Retirement & Pension System
Maryland
$1.67M -$2.73M -55,685 -62%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$20.9K +426 +1%
MGP
148
M&G plc
United Kingdom
$1.52M +$1.52M +31,041 New
M&T Bank
149
M&T Bank
New York
$1.51M -$3.09K -63 -0.2%
EAM
150
Erste Asset Management
Austria
$1.49M – – –
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