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Sun Life Financial

306 hedge funds and large institutions have $10.3B invested in Sun Life Financial in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-1
Holders Change %
-0.33%
% of All Funds
7.02%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.18%
New
31
Increased
96
Reduced
87
Closed
29
Calls
$87M
Puts
$9.42M
Net Calls
+$77.6M
Net Calls Change
+$54.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BDWM
251
Brewin Dolphin Wealth Management
Ireland
$41.7K
CAW
252
Cornerstone Advisors (Washington)
Washington
$41K
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$41K +$894 +22 +2%
PRS
254
Pinkerton Retirement Specialists
Idaho
$40K
SWMG
255
Signature Wealth Management Group
Georgia
$40K
VanEck Associates
256
VanEck Associates
New York
$40K +$22.9K +562 +134%
AssetMark Inc
257
AssetMark Inc
California
$37K +$4.5K +112 +14%
MFW
258
Mosaic Family Wealth
Missouri
$35K
LWA
259
Lenox Wealth Advisors
New York
$31K -$81.9K -2,053 -73%
MA
260
MUFG Americas
New York
$31K
QCG
261
Quadrant Capital Group
Ohio
$30K -$3.07K -93 -9%
GRP
262
Global Retirement Partners
California
$30K +$122 +3 +0.4%
First Manhattan
263
First Manhattan
New York
$29K
APSP
264
Asset Planning Services (Pennsylvania)
Pennsylvania
$27K
CF
265
Centaurus Financial
California
$25K +$25K +627 New
CAGAS
266
Capital Advisory Group Advisory Services
Minnesota
$24K
MIP
267
Mondrian Investment Partners
United Kingdom
$24K
GAM
268
Gemmer Asset Management
California
$22K +$654 +16 +3%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$22K +$1.93K +48 +10%
RFA
270
Reilly Financial Advisors
California
$21K
PCG
271
Private Capital Group
Connecticut
$20K -$918 -24 -4%
SA
272
SRH Advisors
Kansas
$20K
SIS
273
Sound Income Strategies
Florida
$20K +$20K +500 New
CG
274
Cutler Group
California
$20K +$20K +510 New
CCM
275
Covington Capital Management
California
$19K