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Sun Life Financial

301 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
99
Reduced
97
Closed
28
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
226
Zions Bancorporation
Utah
$99K +$41.8K +1,010 +73%
TF
227
TimeScale Financial
Massachusetts
$99K +$99K +2,388 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$92K +$4.68K +113 +5%
EWM
229
Executive Wealth Management
Michigan
$89K +$496 +12 +0.6%
Simplex Trading
230
Simplex Trading
Illinois
$86K +$86K +2,082 New
CCM
231
Cribstone Capital Management
Maine
$84K
TPWA
232
TRUE Private Wealth Advisors
Oregon
$80K +$80K +1,944 New
PCTC
233
Perkins Coie Trust Company
Washington
$77K
HNB
234
Huntington National Bank
Ohio
$77K +$6.95K +167 +10%
CAW
235
Cornerstone Advisors (Washington)
Washington
$77K +$8.82K +213 +13%
AIM
236
Advantage Investment Management
Iowa
$74K
ACA
237
Atlas Capital Advisors
Wyoming
$72K
AF
238
Allworth Financial
California
$67K
SPIA
239
Steward Partners Investment Advisory
New York
$65K +$65K +1,589 New
QCIG
240
Quad-Cities Investment Group
Iowa
$63K
LPWM
241
Lake Point Wealth Management
Texas
$59K
AC
242
Avestar Capital
New York
$53K
PMFA
243
Plante Moran Financial Advisors
Michigan
$53K
MA
244
MCF Advisors
Kentucky
$53K
LWA
245
Lowe Wealth Advisors
Maryland
$53K +$41 +1 +0.1%
LC
246
Lindbrook Capital
California
$53K +$2.45K +60 +5%
TSW
247
Thompson Siegel & Walmsley
Virginia
$44K
BDWM
248
Brewin Dolphin Wealth Management
Ireland
$43K
MPWT
249
MassMutual Private Wealth & Trust
Connecticut
$43K
AWM
250
Arbor Wealth Management
Florida
$41K