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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 %
HSA
176
HBK Sorce Advisory
Pennsylvania
$1.06M +$580 +10 +0.1%
FRM
177
Fox Run Management
Connecticut
$1.05M +$1.05M +18,112 New
N
178
Natixis
France
$1.04M +$694K +11,965 +200%
SAM
179
Shell Asset Management
Netherlands
$1.03M +$1.03M +17,772 New
Principal Financial Group
180
Principal Financial Group
Iowa
$1.02M -$40.6K -700 -4%
TSWM
181
Tyler-Stone Wealth Management
Ohio
$1.01M +$506K +8,727 +100%
Credit Agricole
182
Credit Agricole
France
$1.01M -$50K -862 -5%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$983K -$6.73K -116 -0.7%
KAS
184
Kestra Advisory Services
Texas
$951K -$86.6K -1,493 -8%
SEI Investments
185
SEI Investments
Pennsylvania
$944K +$1.33K +23 +0.1%
US Bancorp
186
US Bancorp
Minnesota
$899K -$161K -2,777 -15%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$890K -$117K -2,013 -12%
Osaic Holdings
188
Osaic Holdings
Arizona
$886K -$68.4K -1,179 -7%
SA
189
Sanctuary Advisors
Indiana
$878K +$878K +14,350 New
TCBWMS
190
Texas Capital Bank Wealth Management Services
Texas
$848K – – –
William Blair & Company
191
William Blair & Company
Illinois
$840K +$174 +3 +0%
IAA
192
Independent Advisor Alliance
North Carolina
$834K +$106K +1,828 +15%
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$832K +$210K +3,614 +34%
ET
194
Entropy Technologies
New York
$788K +$788K +13,579 New
RG
195
Rathbones Group
United Kingdom
$781K -$96.5K -1,662 -11%
CS
196
Candriam SCA
Luxembourg
$733K +$31.1K +536 +4%
AAS
197
Avantax Advisory Services
Texas
$699K -$64.1K -1,105 -8%
VCA
198
Verdence Capital Advisors
Maryland
$694K -$11.5K -199 -2%
MBI
199
Montrusco Bolton Investments
Quebec, Canada
$677K +$32.6K +562 +5%
WT
200
Washington Trust
Rhode Island
$665K – – –
6 7
8
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