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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 %
FL
251
FreeGulliver LLC
Louisiana
$305K +$305K +5,872 New
SCM
252
Stonebridge Capital Management
California
$303K -$10.1K -195 -3%
DJSG
253
D.J. St. Germain
Massachusetts
$298K +$264K +5,097 +784%
Baird Financial Group
254
Baird Financial Group
Wisconsin
$294K
UM
255
UniSuper Management
Australia
$289K
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$287K +$3.53K +68 +1%
RPCA
257
Running Point Capital Advisors
California
$283K +$1.09K +21 +0.4%
ST
258
Smithfield Trust
Pennsylvania
$280K
FAFN
259
First Affirmative Financial Network
Colorado
$273K +$16.5K +318 +6%
DI
260
DFPG Investments
Utah
$273K
KeyBank National Association
261
KeyBank National Association
Ohio
$271K -$103K -1,980 -27%
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$267K +$2.39K +46 +0.9%
RFC
263
Regions Financial Corp
Alabama
$267K
ECM
264
Evergreen Capital Management
Washington
$264K +$41.1K +792 +18%
NRD
265
Nebula Research & Development
New York
$264K +$264K +5,082 New
RWM
266
Ritholtz Wealth Management
New York
$263K +$467 +9 +0.2%
SOW
267
State of Wyoming
Wyoming
$261K +$26.1K +500 +11%
CFO
268
CVA Family Office
Colorado
$259K -$2.07K -40 -0.8%
CWS
269
Confluence Wealth Services
Pennsylvania
$259K
PP
270
PDS Planning
Ohio
$256K +$5.6K +108 +2%
IC
271
IEQ Capital
California
$240K +$2.02K +39 +0.9%
NW
272
NewEdge Wealth
Pennsylvania
$239K
NB
273
Northwest Bancshares
Pennsylvania
$239K -$5.19K -100 -2%
CCT
274
Capital City Trust
Florida
$238K
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$236K -$68.9K -1,329 -23%