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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 %
EAM
151
Erste Asset Management
Austria
$1.63M -$133K -2,300 -8%
Wells Fargo
152
Wells Fargo
California
$1.62M -$3.69M -63,602 -69%
CAM
153
Cidel Asset Management
Ontario, Canada
$1.56M +$449K +7,736 +41%
VSQM
154
V-Square Quantitative Management
Illinois
$1.52M – – –
PFA
155
Pathway Financial Advisers
Indiana
$1.51M +$35.7K +615 +2%
IMCOOI
156
Investment Management Corp of Ontario (IMCO)
Canada
$1.49M -$133K -2,300 -8%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$1.48M -$468K -8,067 -24%
S
158
SignatureFD
Georgia
$1.47M +$78.2K +1,348 +6%
PP
159
Prudential plc
United Kingdom
$1.46M +$1.46M +25,110 New
UM
160
UniSuper Management
Australia
$1.37M +$247K +3,146 +22%
VPIM
161
Vanguard Personalized Indexing Management
California
$1.31M +$72.5K +1,249 +6%
Capital World Investors
162
Capital World Investors
California
$1.29M – – –
MAC
163
Mason & Associates (California)
California
$1.28M – – –
LNWWM
164
Laird Norton Wetherby Wealth Management
California
$1.27M -$20K -344 -2%
Verition Fund Management
165
Verition Fund Management
Connecticut
$1.25M +$1.25M +21,624 New
RJFSA
166
Raymond James Financial Services Advisors
Florida
$1.23M -$14.6K -252 -1%
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$1.23M -$90.2K -1,555 -7%
Bessemer Group
168
Bessemer Group
New Jersey
$1.19M – – –
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$1.18M -$29.9K -516 -2%
HNB
170
Hilltop National Bank
Wyoming
$1.17M – – –
USAA
171
United Services Automobile Association
Texas
$1.15M -$249K -4,297 -18%
ARG
172
Advisory Resource Group
Oklahoma
$1.12M +$4.47K +77 +0.4%
BA
173
Bridgewater Associates
Connecticut
$1.12M +$353K +6,081 +46%
FCM
174
FJ Capital Management
Virginia
$1.08M +$1.08M +18,607 New
HighTower Advisors
175
HighTower Advisors
Illinois
$1.06M +$697 +12 +0.1%
5 6
7
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