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Sun Life Financial

301 hedge funds and large institutions have $10.2B invested in Sun Life Financial in 2019 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 99 increasing their positions, 97 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
6.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
26
Increased
99
Reduced
97
Closed
28
Calls
$50M
Puts
$17.8M
Net Calls
+$32.2M
Net Calls Change
-$8.94M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
276
Shine Investment Advisory Services
Colorado
$13K
DOA
277
D'Orazio & Associates
Virginia
$13K
BCA
278
Berman Capital Advisors
Georgia
$13K
PCP
279
Proficio Capital Partners
Massachusetts
$11K +$5.38K +132 +96%
SSB
280
Sandy Spring Bank
Maryland
$10K
CBT
281
Capital Bank & Trust
California
$10K
TFS
282
TrustCore Financial Services
Tennessee
$10K
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$9K +$9K +225 New
BFEC
284
Benjamin F. Edwards & Company
Missouri
$8K
CTC
285
Central Trust Company
Missouri
$8K
RIA
286
Realta Investment Advisors
Delaware
$8K
EFSCE
287
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$848 +21 +12%
FMII
288
Farmers & Merchants Investments Inc
Nebraska
$8K +$1.02K +25 +15%
Parallax Volatility Advisers
289
Parallax Volatility Advisers
California
$8K +$8K +190 New
AIM
290
Arcadia Investment Management
Michigan
$8K +$8K +200 New
BWM
291
Baystate Wealth Management
Massachusetts
$7K
OC
292
Oakworth Capital
Alabama
$6K
BL
293
Balentine LLC
Georgia
$5K +$5K +131 New
ClearBridge Investments
294
ClearBridge Investments
New York
$4K
EARNEST Partners
295
EARNEST Partners
Georgia
$4K
LWA
296
Lenox Wealth Advisors
New York
$3K
AssetMark Inc
297
AssetMark Inc
California
$2K -$47.9K -981 -96%
MWM
298
Meridian Wealth Management
Kentucky
$1.64K +$1.64K +3,957 New
W
299
WealthStone
Ohio
$537 +$537 +13 New
GT
300
Glenmede Trust
Pennsylvania
$288 +$97 +2,352 +51%