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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$658K +$8.94K +154 +1%
OPS
202
Orion Portfolio Solutions
Nebraska
$658K +$8.94K +154 +1%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$655K – – –
Pathstone Holdings
204
Pathstone Holdings
New Jersey
$639K +$8.36K +144 +1%
LGF
205
LGT Group Foundation
Liechtenstein
$637K -$282K -4,889 -31%
SFA
206
Sequoia Financial Advisors
Ohio
$625K -$32.3K -557 -5%
DZ Bank
207
DZ Bank
Germany
$623K +$247K +4,253 +66%
NAM
208
NorthCrest Asset Manangement
Minnesota
$616K – – –
CI
209
Cigna Investments
Connecticut
$615K -$11.7K -202 -2%
Brown Advisory
210
Brown Advisory
Maryland
$601K +$85.4K +1,472 +17%
Corient Private Wealth
211
Corient Private Wealth
Florida
$600K -$1.22K -21 -0.2%
QP
212
Quilter Plc
United Kingdom
$597K -$20.3K -350 -3%
BNP Paribas Financial Markets
213
BNP Paribas Financial Markets
France
$594K +$594K +10,233 New
FTDI
214
First Trust Direct Indexing
Massachusetts
$584K +$132K +2,280 +29%
WC
215
Woodstock Corp
Massachusetts
$560K – – –
YCM
216
Yousif Capital Management
Michigan
$527K -$15.5K -268 -3%
SVWAG
217
Sound View Wealth Advisors Group
Georgia
$516K +$111K +1,909 +27%
CAM
218
Claret Asset Management
Quebec, Canada
$510K +$60K +1,035 +13%
PAG
219
Private Advisor Group
New Jersey
$491K -$47.6K -820 -9%
FSA
220
Franklin Street Advisors
North Carolina
$487K – – –
PCIA
221
Prime Capital Investment Advisors
Kansas
$483K -$29.9K -516 -6%
DS
222
DRW Securities
Illinois
$479K +$479K +6,100 New
AIS
223
AM Investment Strategies
Tennessee
$467K +$1.16K +20 +0.2%
BBVA
224
Banco Bilbao Vizcaya Argentaria
Spain
$466K -$428K -7,426 -48%
CAM
225
Cresset Asset Management
Illinois
$461K -$16.4K -283 -3%
7 8
9
10 11