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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 %
O
201
Ossiam
France
$744K -$4.73M -79,721 -86%
AAS
202
Avantax Advisory Services
Texas
$716K +$1.01K +17 +0.1%
VCA
203
Verdence Capital Advisors
Maryland
$710K – – –
BCI
204
Brinker Capital Investments
Pennsylvania
$698K +$25.1K +423 +4%
OPS
205
Orion Portfolio Solutions
Nebraska
$698K +$25.1K +423 +4%
CS
206
Candriam SCA
Luxembourg
$690K -$59.9K -1,009 -8%
CP
207
Cumberland Partners
Ontario, Canada
$684K +$332K +5,600 +94%
WT
208
Washington Trust
Rhode Island
$681K – – –
SFA
209
Sequoia Financial Advisors
Ohio
$665K +$25.8K +434 +4%
LGF
210
LGT Group Foundation
Liechtenstein
$654K – – –
Pathstone Holdings
211
Pathstone Holdings
New Jersey
$653K -$831 -14 -0.1%
NAM
212
NorthCrest Asset Manangement
Minnesota
$630K – – –
CI
213
Cigna Investments
Connecticut
$630K – – –
MBI
214
Montrusco Bolton Investments
Quebec, Canada
$627K -$64.2K -1,082 -9%
Capstone Investment Advisors
215
Capstone Investment Advisors
New York
$623K +$623K +10,500 New
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$617K -$234K -3,940 -27%
Brown Advisory
217
Brown Advisory
Maryland
$615K +$653 +11 +0.1%
CCIA
218
Campbell & Co Investment Adviser
Maryland
$582K +$349K +5,874 +149%
WC
219
Woodstock Corp
Massachusetts
$572K – – –
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
$570K +$570K +9,601 New
QP
221
Quilter Plc
United Kingdom
$551K -$59.3K -1,000 -10%
SOW
222
State of Wyoming
Wyoming
$549K +$549K +9,247 New
AIM
223
Aigen Investment Management
New York
$546K +$546K +9,200 New
Mercer Global Advisors
224
Mercer Global Advisors
Colorado
$543K +$100K +1,691 +23%
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$528K – – –
7 8
9
10 11