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Sun Life Financial
SLF

Overview Fund Activity

419 hedge funds and large institutions have $15.5B invested in Sun Life Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+24
Holders Change %
+6.08%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
57
Increased
124
Reduced
141
Closed
30
Calls
$218M
Puts
$348M
Net Calls
-$131M
Net Calls Change
-$63.8M

Top Buyers

1
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.48B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$804M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$86.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$71.6M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$770M
3
Fidelity International
3
Fidelity International
Bermuda
$131M
4
BCIM
4
British Columbia Investment Management
British Columbia, Canada
$92M
5
Morgan Stanley
5
Morgan Stanley
New York
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
126
Raymond James & Associates
Florida
$2.87M -$85.3K -1,471 -3%
Creative Planning
127
Creative Planning
Kansas
$2.82M +$34.2K +590 +1%
TPM
128
Triasima Portfolio Management
Quebec, Canada
$2.76M +$308K +5,310 +13%
Vontobel Holding
129
Vontobel Holding
Switzerland
$2.65M -$83.4K -1,438 -3%
Stifel Financial
130
Stifel Financial
Missouri
$2.61M +$41.9K +722 +2%
KIA
131
Kraematon Investment Advisors
Massachusetts
$2.57M -$145K -2,497 -5%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$2.51M +$295K +5,086 +13%
LPL Financial
133
LPL Financial
California
$2.47M +$176K +3,030 +8%
ClearBridge Investments
134
ClearBridge Investments
New York
$2.43M -$13.4M -231,081 -85%
AllianceBernstein
135
AllianceBernstein
Tennessee
$2.4M -$32.4K -559 -1%
Ensign Peak Advisors
136
Ensign Peak Advisors
Utah
$2.39M – – –
State Street
137
State Street
Massachusetts
$2.29M +$19.1K +330 +0.8%
VA
138
Vident Advisory
Georgia
$2.27M -$255K -4,388 -10%
GIM
139
Gold Investment Management
Alberta, Canada
$2.25M -$169K -2,915 -7%
IIM
140
INTECH Investment Management
Florida
$2.24M -$1.21M -20,850 -35%
Mariner
141
Mariner
Kansas
$2.23M -$49.3K -850 -2%
MME
142
Meag Munich Ergo
Germany
$2.21M +$208K +3,581 +10%
DWM
143
Dorchester Wealth Management
Quebec, Canada
$2.05M -$65.1K -1,122 -3%
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$2M +$27.5K +475 +1%
MGP
145
Metis Global Partners
California
$1.96M -$53K -913 -3%
PIC
146
PCJ Investment Counsel
Ontario, Canada
$1.9M -$84.7K -1,460 -4%
Cerity Partners
147
Cerity Partners
New York
$1.73M +$814K +14,034 +89%
M&T Bank
148
M&T Bank
New York
$1.73M -$66.7K -1,150 -4%
SEC
149
Seven Eight Capital
New York
$1.67M +$1.67M +28,777 New
MGP
150
M&G plc
United Kingdom
$1.66M -$133K -2,301 -7%
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