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Sun Life Financial

314 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
7.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
33
Increased
100
Reduced
100
Closed
23
Calls
$24.6M
Puts
$14.5M
Net Calls
+$10.1M
Net Calls Change
-$67.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$48K +$48K +1,200 New
CAW
252
Cornerstone Advisors (Washington)
Washington
$44K +$3.87K +98 +10%
TSW
253
Thompson Siegel & Walmsley
Virginia
$42K
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$41.4K
BDWM
255
Brewin Dolphin Wealth Management
Ireland
$41.4K
PRS
256
Pinkerton Retirement Specialists
Idaho
$40K
AssetMark Inc
257
AssetMark Inc
California
$38K +$1.55K +39 +4%
ClearBridge Investments
258
ClearBridge Investments
New York
$36K
SWMG
259
Signature Wealth Management Group
Georgia
$36K
UBS AM
260
UBS AM
Illinois
$35.5K -$81.9M -2,061,095 -100%
QCG
261
Quadrant Capital Group
Ohio
$35K +$4.55K +136 +15%
MFW
262
Mosaic Family Wealth
Missouri
$32K
AC
263
Avestar Capital
New York
$32K +$28.6K +765 +841%
PWAG
264
Polaris Wealth Advisory Group
California
$30K +$30K +748 New
GRP
265
Global Retirement Partners
California
$29K +$118 +3 +0.4%
APP
266
Avantax Planning Partners
Iowa
$29K +$29K +733 New
ONST
267
Old North State Trust
North Carolina
$29K +$29K +750 New
First Manhattan
268
First Manhattan
New York
$28K
MA
269
MUFG Americas
New York
$25K -$5.95K -150 -19%
APSP
270
Asset Planning Services (Pennsylvania)
Pennsylvania
$25K
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$24K
QI
272
QS Investors
New York
$23K -$168K -4,200 -88%
MIP
273
Mondrian Investment Partners
United Kingdom
$20K -$2.92K -58 -13%
Carson Wealth (CWM LLC)
274
Carson Wealth (CWM LLC)
Nebraska
$20K -$1.92K -48 -9%
SIS
275
Sound Income Strategies
Florida
$20K