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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
226
West Family Investments
California
$242K +$248K +4,690 New
Stifel Financial
227
Stifel Financial
Missouri
$240K -$8.56K -162 -3%
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$237K
V
229
Veritable
Delaware
$237K +$243K +4,602 New
ARG
230
Advisory Resource Group
Oklahoma
$233K +$6.81K +129 +3%
Credit Agricole
231
Credit Agricole
France
$233K +$7.71K +146 +3%
GWM
232
Geneos Wealth Management
Colorado
$229K -$49.3K -934 -17%
FAM
233
Flaharty Asset Management
Florida
$227K
HI
234
Harbour Investments
Wisconsin
$223K -$8.24K -156 -3%
RG
235
Rathbones Group
United Kingdom
$206K -$7.55K -143 -3%
LC
236
Lindbrook Capital
California
$198K +$634 +12 +0.3%
CHC
237
City Holding Co
West Virginia
$191K -$15.8K -300 -8%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$186K
PA
239
Parallel Advisors
California
$176K +$14.1K +267 +8%
LWCFA
240
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$160K +$164K +3,100 New
FHA
241
First Horizon Advisors
Tennessee
$156K
SIC
242
Salem Investment Counselors
North Carolina
$155K
IBOK
243
Independence Bank of Kentucky
Kentucky
$147K
Bessemer Group
244
Bessemer Group
New Jersey
$128K +$131K +2,480 New
Macquarie Group
245
Macquarie Group
Australia
$123K
TF
246
TimeScale Financial
Massachusetts
$123K
HNB
247
Huntington National Bank
Ohio
$121K +$29.5K +559 +31%
QCG
248
Quadrant Capital Group
Ohio
$120K +$10.6K +200 +9%
CWP
249
Concord Wealth Partners
Virginia
$103K
ZB
250
Zions Bancorporation
Utah
$102K -$2.59K -49 -2%