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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 %
LOAMS
151
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.42M -$68.9K -1,405 -5%
KJHP
152
K.J. Harrison & Partners
Ontario, Canada
$1.38M -$732K -14,929 -35%
IMCOOI
153
Investment Management Corp of Ontario (IMCO)
Canada
$1.37M -$19.6K -401 -1%
VSQM
154
V-Square Quantitative Management
Illinois
$1.3M +$73.8K +1,100 +6%
PFA
155
Pathway Financial Advisers
Indiana
$1.24M +$89.6K +1,831 +8%
USAA
156
United Services Automobile Association
Texas
$1.18M – – –
S
157
SignatureFD
Georgia
$1.17M +$50.6K +1,032 +4%
Twin Tree Management
158
Twin Tree Management
Texas
$1.17M -$12.3M -250,178 -91%
FRA
159
Frank Rimerman Advisors
California
$1.15M +$1.15M +23,504 New
AIM
160
Aigen Investment Management
New York
$1.12M +$1.12M +22,815 New
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$1.11M -$3.85M -78,585 -78%
LNWWM
162
Laird Norton Wetherby Wealth Management
California
$1.09M -$134K -2,738 -11%
Capital World Investors
163
Capital World Investors
California
$1.09M +$137K +2,794 +14%
MAC
164
Mason & Associates (California)
California
$1.08M – – –
RJFSA
165
Raymond James Financial Services Advisors
Florida
$1.05M -$46.6K -951 -4%
VPIM
166
Vanguard Personalized Indexing Management
California
$1.04M +$138K +2,853 +15%
Point72 Asset Management
167
Point72 Asset Management
Connecticut
$1.03M +$1.03M +21,000 New
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$1.02M +$512K +10,445 +101%
Bessemer Group
169
Bessemer Group
New Jersey
$1M – – –
HNB
170
Hilltop National Bank
Wyoming
$992K – – –
UM
171
UniSuper Management
Australia
$959K +$409K +6,100 +74%
ARG
172
Advisory Resource Group
Oklahoma
$945K +$103K +2,108 +12%
CAM
173
Cidel Asset Management
Ontario, Canada
$935K -$230K -4,682 -20%
Principal Financial Group
174
Principal Financial Group
Iowa
$899K -$49K -1,000 -5%
Credit Agricole
175
Credit Agricole
France
$896K +$766K +15,642 +593%
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