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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 %
Barclays
151
Barclays
United Kingdom
$1.88M +$542K +9,926 +40%
LPL Financial
152
LPL Financial
California
$1.84M +$233K +4,278 +15%
MGP
153
Metis Global Partners
California
$1.81M -$92K -1,686 -5%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$1.81M -$98K -1,796 -5%
M&T Bank
155
M&T Bank
New York
$1.69M -$43.6K -799 -3%
EAM
156
Erste Asset Management
Austria
$1.66M – – –
LOAMS
157
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.64M +$787K +14,578 +93%
MME
158
Meag Munich Ergo
Germany
$1.62M -$789K -14,437 -33%
Millennium Management
159
Millennium Management
New York
$1.61M -$10.5M -192,567 -87%
APG Asset Management
160
APG Asset Management
Netherlands
$1.55M +$713K +14,100 +85%
IMCOOI
161
Investment Management Corp of Ontario (IMCO)
Canada
$1.55M -$1.23M -22,519 -44%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$1.37M -$46.6K -853 -3%
DTL
163
Dynamic Technology Lab
Singapore
$1.36M +$707K +12,965 +109%
OTPPB
164
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.35M -$472K -8,642 -26%
VSQM
165
V-Square Quantitative Management
Illinois
$1.35M – – –
USAA
166
United Services Automobile Association
Texas
$1.31M – – –
CAM
167
Cidel Asset Management
Ontario, Canada
$1.3M -$14.8M -270,597 -92%
PFA
168
Pathway Financial Advisers
Indiana
$1.28M +$33.1K +607 +3%
S
169
SignatureFD
Georgia
$1.25M +$31.3K +574 +3%
Cerity Partners
170
Cerity Partners
New York
$1.25M +$527K +9,650 +73%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.22M -$56.4K -1,033 -4%
MAC
172
Mason & Associates (California)
California
$1.2M – – –
BBVA
173
Banco Bilbao Vizcaya Argentaria
Spain
$1.2M +$512K +9,398 +75%
CAN
174
Cetera Advisor Networks
California
$1.18M +$90.4K +1,657 +8%
EGM
175
Engineers Gate Manager
New York
$1.15M +$925K +16,943 +419%
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