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Sun Life Financial

353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
126
Reduced
102
Closed
30
Calls
$133M
Puts
$348M
Net Calls
-$215M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
226
Northwest Bancshares
Pennsylvania
$303K
ST
227
Smithfield Trust
Pennsylvania
$301K
SDJVC
228
St. Denis J. Villere & Co
Louisiana
$301K
Capital International Investors
229
Capital International Investors
California
$300K
CAM
230
Cozad Asset Management
Illinois
$297K -$36.1K -646 -11%
RPCA
231
Running Point Capital Advisors
California
$293K +$3.46K +62 +1%
CAM
232
Cresset Asset Management
Illinois
$270K +$16.3K +292 +6%
BBVA
233
Banco Bilbao Vizcaya Argentaria
Spain
$262K -$1.35M -23,980 -84%
V
234
Veritable
Delaware
$257K
CCT
235
Capital City Trust
Florida
$257K
CGL
236
Clarius Group LLC
Washington
$255K
MA
237
MONECO Advisors
Connecticut
$255K +$111 +2 +0%
FAM
238
Flaharty Asset Management
Florida
$246K
PFA
239
Pathway Financial Advisors
Vermont
$242K
RG
240
Rathbones Group
United Kingdom
$242K +$19.2K +344 +9%
RE
241
RBC Europe
United Kingdom
$238K -$69.4K -1,244 -23%
FBT
242
First Bank & Trust
South Dakota
$237K
FTDI
243
First Trust Direct Indexing
Massachusetts
$236K +$236K +4,226 New
ATC
244
Argent Trust Co
Tennessee
$233K -$10.3K -185 -4%
HWAM
245
Hennion & Walsh Asset Management
New Jersey
$232K -$23.4K -418 -9%
SFA
246
Sequoia Financial Advisors
Ohio
$231K +$231K +4,140 New
GWM
247
Geneos Wealth Management
Colorado
$221K +$7.25K +130 +3%
LC
248
Lindbrook Capital
California
$217K -$8.15K -146 -4%
BL
249
Balentine LLC
Georgia
$216K +$216K +3,874 New
MMPW
250
Mitchell McLeod Pugh & Williams
Alabama
$215K