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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 %
LNWWM
176
Laird Norton Wetherby Wealth Management
California
$1.23M -$77.3K -1,302 -6%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$1.2M +$534 +9 +0%
HNB
178
Hilltop National Bank
Wyoming
$1.2M – – –
Corient Private Wealth
179
Corient Private Wealth
Florida
$1.2M +$582K +9,800 +95%
AI
180
AXS Investments
New York
$1.17M +$1.17M +19,666 New
KAS
181
Kestra Advisory Services
Texas
$1.16M +$191K +3,211 +20%
ARG
182
Advisory Resource Group
Oklahoma
$1.13M -$16.5K -278 -1%
SEI Investments
183
SEI Investments
Pennsylvania
$1.11M +$144K +2,429 +15%
HighTower Advisors
184
HighTower Advisors
Illinois
$1.11M +$21.7K +365 +2%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$1.09M +$84K +1,415 +8%
HSA
186
HBK Sorce Advisory
Pennsylvania
$1.08M +$475 +8 +0%
TSWM
187
Tyler-Stone Wealth Management
Ohio
$1.04M – – –
Credit Agricole
188
Credit Agricole
France
$1.03M -$5.93K -100 -0.6%
SAM
189
Shell Asset Management
Netherlands
$1.02M -$35.6K -600 -3%
Osaic Holdings
190
Osaic Holdings
Arizona
$991K +$84.2K +1,418 +9%
US Bancorp
191
US Bancorp
Minnesota
$957K +$37.3K +629 +4%
UM
192
UniSuper Management
Australia
$947K -$542K -6,346 -36%
VI
193
Versor Investments
New York
$878K +$878K +14,800 New
SA
194
Sanctuary Advisors
Indiana
$870K +$42.7K +740 +5%
TCBWMS
195
Texas Capital Bank Wealth Management Services
Texas
$868K – – –
IAA
196
Independent Advisor Alliance
North Carolina
$856K +$2.14K +36 +0.3%
William Blair & Company
197
William Blair & Company
Illinois
$849K -$9.97K -168 -1%
RG
198
Rathbones Group
United Kingdom
$795K -$3.15K -53 -0.4%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$782K -$128K -2,163 -14%
CIBC Private Wealth Group
200
CIBC Private Wealth Group
Georgia
$759K +$490K +8,380 +182%
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