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Sun Life Financial

381 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 121 increasing their positions, 133 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
6.01%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
37
Increased
121
Reduced
133
Closed
33
Calls
$311M
Puts
$576M
Net Calls
-$265M
Net Calls Change
+$30.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
251
Smithfield Trust
Pennsylvania
$281K
DI
252
DFPG Investments
Utah
$277K -$832 -16 -0.3%
FCI
253
Financial Counselors Inc
Kansas
$274K
Carson Wealth (CWM LLC)
254
Carson Wealth (CWM LLC)
Nebraska
$273K -$44.2K -848 -14%
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$269K +$32.5K +624 +14%
RFC
256
Regions Financial Corp
Alabama
$268K -$19.1K -366 -7%
Baird Financial Group
257
Baird Financial Group
Wisconsin
$268K -$5.21K -100 -2%
RWM
258
Ritholtz Wealth Management
New York
$267K -$11.5K -220 -4%
PWPS
259
Pinnacle Wealth Planning Services
Ohio
$266K -$52 -1 -0%
CFO
260
CVA Family Office
Colorado
$261K
CWS
261
Confluence Wealth Services
Pennsylvania
$260K
CGL
262
Clarius Group LLC
Washington
$259K +$10.6K +203 +4%
NB
263
Northwest Bancshares
Pennsylvania
$258K
RG
264
Rathbones Group
United Kingdom
$252K -$14.3K -274 -5%
CFD
265
Creative Financial Designs
Indiana
$245K -$7.66K -147 -3%
SIA
266
Schechter Investment Advisors
Michigan
$245K +$20.8K +400 +9%
PP
267
PDS Planning
Ohio
$243K +$243K +4,659 New
NW
268
NewEdge Wealth
Pennsylvania
$241K
V
269
Veritable
Delaware
$240K
CCT
270
Capital City Trust
Florida
$240K
IC
271
IEQ Capital
California
$237K +$1.88K +36 +0.8%
S
272
SimplyRich
California
$233K
FAM
273
Flaharty Asset Management
Florida
$230K
BC
274
Bridgefront Capital
Texas
$229K +$229K +4,396 New
STA
275
Summit Trail Advisors
New York
$228K +$228K +4,369 New