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Sun Life Financial
SLF

Overview Fund Activity

437 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 161 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+18
Holders Change %
+4.3%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
54
Increased
161
Reduced
113
Closed
32
Calls
$148M
Puts
$395M
Net Calls
-$248M
Net Calls Change
-$117M

Top Buyers

1
IIM
Intact Investment Management
Quebec, Canada
$113M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$80.2M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$170M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.6B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$210M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
$314M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$645M
4
VPI
Value Partners Investments
Manitoba, Canada
$14.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$3.75M +$1.08M +18,263 +41%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.6M -$6.16M -103,764 -63%
AF
128
Avanza Fonder
Sweden
$3.59M +$3.59M +42,116 New
NP
129
Ninepoint Partners
Ontario, Canada
$3.58M +$275K +4,638 +8%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$3.53M -$41.7K -702 -1%
Creative Planning
131
Creative Planning
Kansas
$3.36M +$483K +8,146 +17%
Prudential Financial
132
Prudential Financial
New Jersey
$3.36M +$3.36M +56,650 New
Public Sector Pension Investment Board (PSP Investments)
133
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.28M -$1.22M -20,524 -27%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$3.07M -$251K -4,227 -8%
HPG
135
Harvest Portfolios Group
Ontario, Canada
$2.99M +$1.54K +26 +0.1%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$2.84M +$278K +4,689 +11%
TPM
137
Triasima Portfolio Management
Quebec, Canada
$2.84M +$14.8K +250 +0.5%
Vontobel Holding
138
Vontobel Holding
Switzerland
$2.71M +$2.14K +36 +0.1%
State Street
139
State Street
Massachusetts
$2.71M +$370K +6,233 +16%
PIC
140
PCJ Investment Counsel
Ontario, Canada
$2.69M +$752K +12,680 +39%
KIA
141
Kraematon Investment Advisors
Massachusetts
$2.64M +$9.55K +161 +0.4%
N
142
Natixis
France
$2.6M +$1.53M +25,838 +144%
ClearBridge Investments
143
ClearBridge Investments
New York
$2.56M +$75.3K +1,269 +3%
USAA
144
United Services Automobile Association
Texas
$2.43M – – –
AllianceBernstein
145
AllianceBernstein
Tennessee
$2.42M -$30.7K -517 -1%
Mariner
146
Mariner
Kansas
$2.38M +$99.8K +1,682 +4%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$2.38M – – –
GIM
148
Gold Investment Management
Alberta, Canada
$2.32M +$24K +404 +1%
OTPPB
149
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.29M +$1.62M +27,325 +242%
MME
150
Meag Munich Ergo
Germany
$2.26M – – –
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