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Sun Life Financial

353 hedge funds and large institutions have $15.7B invested in Sun Life Financial in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
Holders Change %
0%
% of All Funds
5.59%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
34
Increased
126
Reduced
102
Closed
30
Calls
$133M
Puts
$348M
Net Calls
-$215M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Shares
Change %
LWCFA
276
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K -$39.3K -700 -35%
LWA
277
Lowe Wealth Advisors
Maryland
$73K +$112 +2 +0.2%
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$69K -$447 -8 -0.6%
AF
279
Allworth Financial
California
$67K
CTC
280
Central Trust Company
Missouri
$67K +$33.6K +600 +101%
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$67K +$67K +1,200 New
SWM
282
Spire Wealth Management
Virginia
$63K
PP
283
Pacifica Partners
Canada
$60K +$15.8K +305 +36%
KTC
284
Kistler-Tiffany Companies
Pennsylvania
$59K
ZB
285
Zions Bancorporation
Utah
$58K -$52.1K -931 -47%
VCM
286
Vigilant Capital Management
Maine
$57K
DHGWA
287
Dixon Hughes Goodman Wealth Advisors
North Carolina
$57K +$1.35K +24 +2%
T
288
TOBAM
France
$56K +$56K +997 New
WT
289
Whittier Trust
California
$52K -$40.9K -728 -44%
MA
290
MCF Advisors
Kentucky
$50K +$50K +890 New
FFA
291
Freedman Financial Associates
Massachusetts
$47K
DSC
292
Duncker Streett & Co
Missouri
$45K
ADL
293
Asset Dedication LLC
California
$44K
WTA
294
Washington Trust Advisors
Massachusetts
$43K
HPC
295
HM Payson & Co
Maine
$41K
First Manhattan
296
First Manhattan
New York
$40K
LWANC
297
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K
PFS
298
Prospera Financial Services
Texas
$37K +$37K +660 New
GRP
299
Global Retirement Partners
California
$35K +$35K +720 New
GWS
300
Glassman Wealth Services
Virginia
$33K -$673 -12 -2%