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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 %
PI
176
PineBridge Investments
New York
$1.13M +$1.13M +15,309 New
US Bancorp
177
US Bancorp
Minnesota
$1.12M -$3.82K -70 -0.3%
Bessemer Group
178
Bessemer Group
New Jersey
$1.12M +$1,000K +18,313 +846%
HNB
179
Hilltop National Bank
Wyoming
$1.1M +$1.1M +20,239 New
CSS
180
Cubist Systematic Strategies
Connecticut
$1.1M -$5.63M -103,236 -84%
Capital World Investors
181
Capital World Investors
California
$1.06M – – –
Principal Financial Group
182
Principal Financial Group
Iowa
$1.06M +$213K +3,900 +25%
HighTower Advisors
183
HighTower Advisors
Illinois
$1.06M -$37.9K -694 -3%
VPIM
184
Vanguard Personalized Indexing Management
California
$1.01M +$145K +2,656 +17%
HSA
185
HBK Sorce Advisory
Pennsylvania
$993K – – –
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$959K -$6.28K -115 -0.7%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$953K -$8.08K -148 -0.8%
ARG
188
Advisory Resource Group
Oklahoma
$938K +$185K +3,387 +25%
KAS
189
Kestra Advisory Services
Texas
$912K +$164K +3,007 +22%
SEI Investments
190
SEI Investments
Pennsylvania
$887K – – –
SAM
191
Shell Asset Management
Netherlands
$871K -$750K -15,300 -46%
Voloridge Investment Management
192
Voloridge Investment Management
Florida
$822K +$822K +15,055 New
TCBWMS
193
Texas Capital Bank Wealth Management Services
Texas
$810K – – –
CP
194
Cumberland Partners
Ontario, Canada
$767K -$382 -7 -0%
Squarepoint
195
Squarepoint
New York
$743K +$743K +13,609 New
JAM
196
JCIC Asset Management
Ontario, Canada
$736K -$33.8K -620 -4%
CAM
197
Cresset Asset Management
Illinois
$699K +$148K +2,709 +27%
William Blair & Company
198
William Blair & Company
Illinois
$686K +$20K +366 +3%
IAA
199
Independent Advisor Alliance
North Carolina
$680K – – –
State Street
200
State Street
Massachusetts
$652K +$13.6K +249 +2%
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