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Sun Life Financial

305 hedge funds and large institutions have $10.6B invested in Sun Life Financial in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+26
Holders Change %
+9.32%
% of All Funds
6.93%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
40
Increased
87
Reduced
90
Closed
13
Calls
$53.2M
Puts
$17.4M
Net Calls
+$35.7M
Net Calls Change
-$6.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
226
Capital Advisors Ltd
Ohio
$79K
PCTC
227
Perkins Coie Trust Company
Washington
$77K
NSIM
228
North Star Investment Management
Illinois
$70K
OWA
229
One Wealth Advisors
California
$69K +$69K +1,680 New
AF
230
Allworth Financial
California
$67K
PMFA
231
Plante Moran Financial Advisors
Michigan
$67K +$7.76K +187 +13%
Chevy Chase Trust
232
Chevy Chase Trust
Maryland
$63K
SFPIA
233
Stevens First Principles Investment Advisors
California
$61K
ZB
234
Zions Bancorporation
Utah
$58K
LWA
235
Lowe Wealth Advisors
Maryland
$57K +$83 +2 +0.1%
WA
236
Waverly Advisors
Alabama
$54K +$54K +1,308 New
MA
237
MCF Advisors
Kentucky
$53K
GFP
238
Gryphon Financial Partners
Ohio
$48K +$48K +1,173 New
TSW
239
Thompson Siegel & Walmsley
Virginia
$44K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$43K
BDWM
241
Brewin Dolphin Wealth Management
Ireland
$42.9K
PRS
242
Pinkerton Retirement Specialists
Idaho
$41K
SWMG
243
Signature Wealth Management Group
Georgia
$41K +$41K +999 New
ClearBridge Investments
244
ClearBridge Investments
New York
$37K
MFW
245
Mosaic Family Wealth
Missouri
$36K -$1K -24 -3%
QCG
246
Quadrant Capital Group
Ohio
$33K
OC
247
Oakworth Capital
Alabama
$31K -$39.4K -1,000 -56%
GRP
248
Global Retirement Partners
California
$30K
First Manhattan
249
First Manhattan
New York
$29K -$7.49K -187 -21%
APSP
250
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K