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Sun Life Financial

397 hedge funds and large institutions have $14.3B invested in Sun Life Financial in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 130 increasing their positions, 122 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+19
Holders Change %
+5.03%
% of All Funds
5.82%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
52
Increased
130
Reduced
122
Closed
27
Calls
$334M
Puts
$457M
Net Calls
-$123M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
226
XTX Topco
Cayman Islands
$434K +$434K +8,378 New
CAM
227
Claret Asset Management
Quebec, Canada
$418K -$10.1K -194 -2%
AIS
228
AM Investment Strategies
Tennessee
$415K +$986 +19 +0.2%
Royal London Asset Management
229
Royal London Asset Management
United Kingdom
$403K
FTDI
230
First Trust Direct Indexing
Massachusetts
$401K +$36.1K +697 +10%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$395K -$354K -6,820 -47%
BL
232
Balentine LLC
Georgia
$394K -$132K -2,554 -25%
BFM
233
Boston Financial Management
Massachusetts
$388K
GAM
234
Gotham Asset Management
New York
$388K +$388K +7,478 New
Brown Advisory
235
Brown Advisory
Maryland
$379K
AC
236
AXQ Capital
New Jersey
$364K +$364K +7,020 New
SVWAG
237
Sound View Wealth Advisors Group
Georgia
$362K
Truist Financial
238
Truist Financial
North Carolina
$359K +$41.2K +795 +13%
MA
239
MONECO Advisors
Connecticut
$356K +$104 +2 +0%
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$352K -$12.5K -241 -3%
DTC
241
Davidson Trust Company
Washington
$347K
PCM
242
Parsons Capital Management
Rhode Island
$346K
FCI
243
Financial Counselors Inc
Kansas
$342K +$71.5K +1,378 +26%
BPA
244
Beacon Pointe Advisors
California
$337K -$14K -270 -4%
SC
245
Savant Capital
Illinois
$324K
PA
246
Pinnacle Associates
New York
$319K
WFI
247
West Family Investments
California
$318K
SPS
248
Susquehanna Portfolio Strategies
Pennsylvania
$316K +$316K +6,100 New
MML Investors Services
249
MML Investors Services
Massachusetts
$310K +$310K +5,976 New
CAM
250
Cozad Asset Management
Illinois
$307K