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Sun Life Financial

314 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
7.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
33
Increased
100
Reduced
100
Closed
23
Calls
$24.6M
Puts
$14.5M
Net Calls
+$10.1M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
226
Salem Investment Counselors
North Carolina
$119K
FHA
227
First Horizon Advisors
Tennessee
$119K
CAG
228
Csenge Advisory Group
Florida
$116K +$116K +3,185 New
TPWA
229
TRUE Private Wealth Advisors
Oregon
$114K +$114K +2,858 New
IBOK
230
Independence Bank of Kentucky
Kentucky
$113K
WSTAM
231
Wilbanks Smith & Thomas Asset Management
Virginia
$113K +$113K +2,850 New
IA
232
IFP Advisors
Florida
$111K -$2.54K -64 -2%
AAM
233
Advisors Asset Management
Colorado
$109K +$7.22K +181 +7%
HNB
234
Huntington National Bank
Ohio
$88K -$15.4K -385 -15%
S
235
SignatureFD
Georgia
$87K -$31.5K -794 -27%
CCM
236
Cribstone Capital Management
Maine
$81K -$21.8K -550 -21%
AIM
237
Advantage Investment Management
Iowa
$80K
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$78K -$1.4K -35 -2%
CAL
239
Capital Advisors Ltd
Ohio
$76K
PCTC
240
Perkins Coie Trust Company
Washington
$74K
VanEck Associates
241
VanEck Associates
New York
$68K +$29.1K +734 +75%
NSIM
242
North Star Investment Management
Illinois
$67K
OWA
243
One Wealth Advisors
California
$65K -$2.43K -61 -4%
AF
244
Allworth Financial
California
$65K
Chevy Chase Trust
245
Chevy Chase Trust
Maryland
$65K
QCIG
246
Quad-Cities Investment Group
Iowa
$62K
SFPIA
247
Stevens First Principles Investment Advisors
California
$62K +$3.37K +85 +6%
LWA
248
Lowe Wealth Advisors
Maryland
$55K +$40 +1 +0.1%
PMFA
249
Plante Moran Financial Advisors
Michigan
$51K
MA
250
MCF Advisors
Kentucky
$51K