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Sun Life Financial

304 hedge funds and large institutions have $8.41B invested in Sun Life Financial in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
-21
Holders Change %
-6.46%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.07%
New
34
Increased
104
Reduced
92
Closed
52
Calls
$82.5M
Puts
$3.99M
Net Calls
+$78.5M
Net Calls Change
+$26.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAS
276
Shine Investment Advisory Services
Colorado
$10K
DOA
277
D'Orazio & Associates
Virginia
$10K
HIA
278
Harbor Investment Advisory
Maryland
$10K
TWP
279
TFO Wealth Partners
Ohio
$9K
SMFS
280
Squar Milner Financial Services
California
$9K +$7.5K +254 +498%
YAL
281
Your Advocates Ltd
Texas
$9K +$9K +275 New
TFS
282
TrustCore Financial Services
Tennessee
$8K
CBT
283
Capital Bank & Trust
California
$8K
FMII
284
Farmers & Merchants Investments Inc
Nebraska
$7K
CTC
285
Central Trust Company
Missouri
$6K
AIM
286
Arcadia Investment Management
Michigan
$6K
BFEC
287
Benjamin F. Edwards & Company
Missouri
$6K
BCA
288
Berman Capital Advisors
Georgia
$5K -$4.69K -165 -48%
AA
289
Ancora Advisors
Ohio
$5K
BWM
290
Baystate Wealth Management
Massachusetts
$5K +$30 +1 +0.6%
EW
291
Evoke Wealth
California
$4.14K -$96 -3 -2%
TRCT
292
Tower Research Capital (TRC)
New York
$4K -$20.3K -562 -84%
OC
293
Oakworth Capital
Alabama
$4K
ClearBridge Investments
294
ClearBridge Investments
New York
$3K
EARNEST Partners
295
EARNEST Partners
Georgia
$3K
BAM
296
Bellevue Asset Management
Washington
$3K +$3K +90 New
LWA
297
Lenox Wealth Advisors
New York
$2K
GEA
298
Glen Eagle Advisors
New Jersey
$1.38K +$1.38K +43 New
ETC
299
Exchange Traded Concepts
Oklahoma
$1K +$375 +6 +60%
GWS
300
Glassman Wealth Services
Virginia
$1K +$455 +10 +83%