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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 %
VA
151
Vident Advisory
Georgia
$2.17M -$152K -2,554 -7%
MGP
152
Metis Global Partners
California
$2.15M +$141K +2,373 +7%
VSQM
153
V-Square Quantitative Management
Illinois
$2.13M +$466K +5,458 +28%
DWM
154
Dorchester Wealth Management
Quebec, Canada
$2.09M -$7.77K -131 -0.4%
MSRPS
155
Maryland State Retirement & Pension System
Maryland
$2.02M -$22.2K -374 -1%
M&T Bank
156
M&T Bank
New York
$1.77M +$1.72K +29 +0.1%
MGP
157
M&G plc
United Kingdom
$1.7M – – –
EAM
158
Erste Asset Management
Austria
$1.69M +$11.9K +200 +0.7%
PAMP
159
Polar Asset Management Partners
Ontario, Canada
$1.65M +$1.65M +27,772 New
Wells Fargo
160
Wells Fargo
California
$1.61M -$48.7K -820 -3%
S
161
SignatureFD
Georgia
$1.59M +$83.6K +1,408 +6%
PFA
162
Pathway Financial Advisers
Indiana
$1.58M +$36.1K +609 +2%
CAM
163
Cidel Asset Management
Ontario, Canada
$1.57M -$24.7K -416 -2%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$1.55M +$945K +15,921 +156%
PP
165
Prudential plc
United Kingdom
$1.49M – – –
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$1.47M -$41.4K -697 -3%
VPIM
167
Vanguard Personalized Indexing Management
California
$1.44M +$92.5K +1,558 +7%
Cerity Partners
168
Cerity Partners
New York
$1.4M -$350K -5,948 -20%
Principal Financial Group
169
Principal Financial Group
Iowa
$1.4M +$356K +6,000 +34%
Ameriprise
170
Ameriprise
Minnesota
$1.37M -$12.5M -156,082 -90%
Capital World Investors
171
Capital World Investors
California
$1.37M +$48.5K +817 +4%
MAC
172
Mason & Associates (California)
California
$1.31M – – –
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$1.29M +$40K +674 +3%
IIM
174
INTECH Investment Management
Florida
$1.25M -$1.04M -17,587 -46%
Bessemer Group
175
Bessemer Group
New Jersey
$1.24M +$22.7K +382 +2%
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