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Sun Life Financial

324 hedge funds and large institutions have $14.5B invested in Sun Life Financial in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 105 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.1% more ownership

Funds ownership: 46.75%47.85% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 105

7% more call options, than puts

Call options by funds: $146M | Put options by funds: $136M

4% more capital invested

Capital invested by funds: $13.9B → $14.5B (+$582M)

6% less funds holding

Funds holding: 346324 (-22)

44% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 45

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
324
Holders Change
-22
Holders Change %
-6.36%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
113
Reduced
105
Closed
45
Calls
$146M
Puts
$136M
Net Calls
+$9.71M
Net Calls Change
-$9.15M
Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
276
Eubel Brady & Suttman Asset Management
Ohio
$35K +$37K +700 New
MAM
277
Meeder Asset Management
Ohio
$33K +$33.8K +640 New
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$31K
NC
279
NewSquare Capital
Pennsylvania
$31K
SWA
280
Sutton Wealth Advisors
Florida
$28.4K
SIM
281
Sonora Investment Management
Arizona
$28K +$1.85K +35 +7%
GAM
282
Gemmer Asset Management
California
$27K
SA
283
SRH Advisors
Kansas
$26K
CA
284
Clearstead Advisors
Ohio
$26K +$106 +2 +0.4%
AWM
285
Atticus Wealth Management
Florida
$25K
CCM
286
Covington Capital Management
California
$24K
ADL
287
Asset Dedication LLC
California
$24K +$24.4K +462 New
ACA
288
Atlas Capital Advisors
Wyoming
$23.4K
PWA
289
Phoenix Wealth Advisors
North Carolina
$22K
RFA
290
Reilly Financial Advisors
California
$22K
BDWM
291
Brewin Dolphin Wealth Management
Ireland
$20.7K
TFM
292
TFC Financial Management
Massachusetts
$20K
Jones Financial Companies
293
Jones Financial Companies
Missouri
$20K +$20.9K +395 New
GRP
294
Global Retirement Partners
California
$19K
GWS
295
Glassman Wealth Services
Virginia
$19K +$211 +4 +1%
MGIM
296
M&G Investment Management
United Kingdom
$16.5K +$33.5K +634 +0.2%
DOA
297
D'Orazio & Associates
Virginia
$16K
ETC
298
Exchange Traded Concepts
Oklahoma
$16K +$16K +303 New
PC
299
PhiloSmith Capital
Connecticut
$15K +$15.8K +300 New
YAL
300
Your Advocates Ltd
Texas
$14K