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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 %
RFA
276
Reilly Financial Advisors
California
$20K
SA
277
SRH Advisors
Kansas
$20K
PCG
278
Private Capital Group
Connecticut
$20K
GAM
279
Gemmer Asset Management
California
$19K -$1.99K -51 -9%
SWP
280
Stratos Wealth Partners
Ohio
$19K +$19K +469 New
CCM
281
Covington Capital Management
California
$18K
JCM
282
Jacobi Capital Management
Pennsylvania
$17K +$157 +4 +0.9%
TRCT
283
Tower Research Capital (TRC)
New York
$17K +$13.7K +352 +409%
PCP
284
Proficio Capital Partners
Massachusetts
$16K
VFA
285
Valeo Financial Advisors
Indiana
$15K
WIM
286
Westside Investment Management
California
$14.2K
BWM
287
Baystate Wealth Management
Massachusetts
$14K +$7.95K +206 +131%
SIAS
288
Shine Investment Advisory Services
Colorado
$13K
DOA
289
D'Orazio & Associates
Virginia
$13K
LIA
290
LS Investment Advisors
Michigan
$11K
GI
291
Gradient Investments
Minnesota
$11K +$81 +2 +0.7%
CWSR
292
Chessman Wealth Strategies RIA
Texas
$11K +$11K +279 New
CBT
293
Capital Bank & Trust
California
$10K
TFS
294
TrustCore Financial Services
Tennessee
$9K
SSB
295
Sandy Spring Bank
Maryland
$9K
SBL
296
Sargent Bickham Lagudis
Colorado
$9K +$9K +221 New
RCAG
297
Rehmann Capital Advisory Group
Michigan
$8.51K
CTC
298
Central Trust Company
Missouri
$8K
Group One Trading
299
Group One Trading
Illinois
$8K
EFSCE
300
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$5.14K -130 -42%