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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$548K -$21.8K -445 -4%
MBI
202
Montrusco Bolton Investments
Quebec, Canada
$544K -$30.2M -616,201 -98%
MM
203
MQS Management
New York
$544K +$544K +11,100 New
HIM
204
Hillsdale Investment Management
Ontario, Canada
$544K -$9.35M -190,580 -95%
Pathstone Holdings
205
Pathstone Holdings
New Jersey
$533K +$16.5K +336 +3%
CI
206
Cigna Investments
Connecticut
$530K -$540 -11 -0.1%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$525K -$17.2K -351 -3%
QP
208
Quilter Plc
United Kingdom
$522K -$49K -1,000 -9%
NAM
209
NorthCrest Asset Manangement
Minnesota
$520K – – –
Corient Private Wealth
210
Corient Private Wealth
Florida
$508K +$34.9K +713 +7%
WC
211
Woodstock Corp
Massachusetts
$473K – – –
GT
212
Glenmede Trust
Pennsylvania
$466K -$2.45K -50 -0.5%
YCM
213
Yousif Capital Management
Michigan
$458K -$16.2K -330 -3%
PAG
214
Private Advisor Group
New Jersey
$455K -$26.7K -545 -6%
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$454K -$115K -2,357 -20%
SOW
216
State of Wyoming
Wyoming
$447K -$42.6K -869 -9%
Brown Advisory
217
Brown Advisory
Maryland
$435K -$2.94K -60 -0.7%
PCIA
218
Prime Capital Investment Advisors
Kansas
$433K -$24.3K -497 -5%
TSWM
219
Tyler-Stone Wealth Management
Ohio
$428K – – –
FSA
220
Franklin Street Advisors
North Carolina
$412K +$412K +8,400 New
CAM
221
Cresset Asset Management
Illinois
$403K -$224K -4,576 -36%
AIS
222
AM Investment Strategies
Tennessee
$394K +$882 +18 +0.2%
SC
223
Savant Capital
Illinois
$381K +$75.7K +1,545 +25%
FTDI
224
First Trust Direct Indexing
Massachusetts
$381K -$40.8K -833 -10%
CAM
225
Claret Asset Management
Quebec, Canada
$381K -$28.1K -572 -7%
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9
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