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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 %
US Bancorp
176
US Bancorp
Minnesota
$895K -$114K -2,331 -11%
HighTower Advisors
177
HighTower Advisors
Illinois
$895K -$49.7K -1,017 -5%
HSA
178
HBK Sorce Advisory
Pennsylvania
$892K – – –
FC
179
FORA Capital
Florida
$858K +$858K +17,513 New
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$850K -$10.2K -208 -1%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$835K -$20.2K -412 -2%
Osaic Holdings
182
Osaic Holdings
Arizona
$806K -$1.51M -30,766 -65%
KAS
183
Kestra Advisory Services
Texas
$804K +$53K +1,179 +7%
SEI Investments
184
SEI Investments
Pennsylvania
$796K – – –
LGF
185
LGT Group Foundation
Liechtenstein
$781K -$12.8M -260,964 -94%
Cerity Partners
186
Cerity Partners
New York
$773K -$345K -7,039 -31%
BBVA
187
Banco Bilbao Vizcaya Argentaria
Spain
$764K -$321K -6,511 -30%
RG
188
Rathbones Group
United Kingdom
$740K +$521K +10,625 +237%
TCBWMS
189
Texas Capital Bank Wealth Management Services
Texas
$716K -$11.2K -228 -2%
William Blair & Company
190
William Blair & Company
Illinois
$709K +$93.2K +1,903 +15%
BA
191
Bridgewater Associates
Connecticut
$650K +$650K +13,266 New
AAS
192
Avantax Advisory Services
Texas
$644K +$64.9K +1,325 +11%
IAA
193
Independent Advisor Alliance
North Carolina
$615K +$4.8K +98 +0.8%
VCA
194
Verdence Capital Advisors
Maryland
$596K +$10.7K +219 +2%
CS
195
Candriam SCA
Luxembourg
$593K +$65.8K +1,342 +12%
WT
196
Washington Trust
Rhode Island
$562K -$98 -2 -0%
SFA
197
Sequoia Financial Advisors
Ohio
$555K +$50.5K +1,030 +10%
OTPPB
198
Ontario Teachers' Pension Plan Board
Ontario, Canada
$553K -$663K -13,527 -55%
QT
199
Quantbot Technologies
New York
$549K +$549K +11,200 New
OPS
200
Orion Portfolio Solutions
Nebraska
$548K -$21.8K -445 -4%
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