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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
CAL
251
Capital Advisors Ltd
Ohio
$98K
PCTC
252
Perkins Coie Trust Company
Washington
$96K
TRCT
253
Tower Research Capital (TRC)
New York
$89K -$12.2K -231 -12%
NSIM
254
North Star Investment Management
Illinois
$87K
AF
255
Allworth Financial
California
$84K
JMF
256
Johnson Midwest Financial
Iowa
$76K +$423 +8 +0.5%
CFB
257
Cullen/Frost Bankers
Texas
$76K +$475 +9 +0.6%
SPIA
258
Steward Partners Investment Advisory
New York
$72K -$46.2K -875 -39%
FMP
259
Financial Management Professionals
Texas
$72K +$1.22K +23 +2%
LWA
260
Lowe Wealth Advisors
Maryland
$67K +$53 +1 +0.1%
SWM
261
Spire Wealth Management
Virginia
$59K
ONST
262
Old North State Trust
North Carolina
$58K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$57K +$3.86K +73 +7%
FPS
264
Fieldpoint Private Securities
Connecticut
$57K +$5.39K +102 +10%
KTC
265
Kistler-Tiffany Companies
Pennsylvania
$54K +$55.4K +1,049 New
MA
266
MCF Advisors
Kentucky
$46K
FFA
267
Freedman Financial Associates
Massachusetts
$43K
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$1.43K +27 +3%
DSC
269
Duncker Streett & Co
Missouri
$42K -$42.9K -813 -50%
HPC
270
HM Payson & Co
Maine
$38K
NFG
271
Next Financial Group
Texas
$37K -$581 -11 -2%
FA
272
Financial Advantage
Maryland
$37K
FCM
273
Firestone Capital Management
Florida
$37K
First Manhattan
274
First Manhattan
New York
$37K
LWANC
275
Laurel Wealth Advisors (North Carolina)
North Carolina
$36K