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Sun Life Financial

305 hedge funds and large institutions have $9.67B invested in Sun Life Financial in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 91 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
6.61%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
29
Increased
91
Reduced
102
Closed
23
Calls
$56.6M
Puts
$15.4M
Net Calls
+$41.2M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$81K +$5.88K +153 +8%
CCM
227
Cribstone Capital Management
Maine
$78K
CAL
228
Capital Advisors Ltd
Ohio
$73K
PCTC
229
Perkins Coie Trust Company
Washington
$71K
AIM
230
Advantage Investment Management
Iowa
$69K -$13.8K -358 -17%
ACA
231
Atlas Capital Advisors
Wyoming
$66.8K
HNB
232
Huntington National Bank
Ohio
$65K -$19.7K -509 -23%
NSIM
233
North Star Investment Management
Illinois
$65K
CAW
234
Cornerstone Advisors (Washington)
Washington
$63K +$18.2K +476 +41%
AF
235
Allworth Financial
California
$62K
QCIG
236
Quad-Cities Investment Group
Iowa
$61K
LPWM
237
Lake Point Wealth Management
Texas
$59K
IC
238
Inscription Capital
Texas
$58K
ZB
239
Zions Bancorporation
Utah
$53K +$53K +1,380 New
AC
240
Avestar Capital
New York
$50K +$45.7K +1,228 +1,059%
BMM
241
Buffington Mohr McNeal
Idaho
$50K +$50K +1,300 New
LWA
242
Lowe Wealth Advisors
Maryland
$49K -$3.78K -99 -7%
PMFA
243
Plante Moran Financial Advisors
Michigan
$49K
MA
244
MCF Advisors
Kentucky
$49K
LC
245
Lindbrook Capital
California
$47K +$5.51K +145 +13%
TSW
246
Thompson Siegel & Walmsley
Virginia
$41K
MPWT
247
MassMutual Private Wealth & Trust
Connecticut
$40K
BDWM
248
Brewin Dolphin Wealth Management
Ireland
$39.9K
AssetMark Inc
249
AssetMark Inc
California
$39K -$534 -14 -1%
AWM
250
Arbor Wealth Management
Florida
$38K