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Sun Life Financial

362 hedge funds and large institutions have $12.6B invested in Sun Life Financial in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+10
Holders Change %
+2.84%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
118
Reduced
121
Closed
34
Calls
$174M
Puts
$606M
Net Calls
-$432M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$101K -$13.5K -289 -12%
UB
277
UMB Bank
Missouri
$97K
TF
278
TimeScale Financial
Massachusetts
$94.9K
MPWT
279
MassMutual Private Wealth & Trust
Connecticut
$94K +$40.4K +867 +75%
CWP
280
Concord Wealth Partners
Virginia
$92.8K +$92.8K +2,000 New
N
281
Natixis
France
$91K -$625K -13,470 -87%
CAL
282
Capital Advisors Ltd
Ohio
$88K
PCTC
283
Perkins Coie Trust Company
Washington
$86.8K
HI
284
Harbour Investments
Wisconsin
$84.5K -$2.32K -50 -3%
CTC
285
Central Trust Company
Missouri
$83.4K
Dimensional Fund Advisors
286
Dimensional Fund Advisors
Texas
$82.7K +$3.64K +78,368 +5%
T
287
TOBAM
France
$81K +$34.8K +750 +75%
CIM
288
Contravisory Investment Management
Massachusetts
$77.5K -$928 -20 -1%
LWA
289
Lowe Wealth Advisors
Maryland
$70.7K +$9.98K +215 +16%
AF
290
Allworth Financial
California
$70.2K +$9.66K +208 +16%
JMF
291
Johnson Midwest Financial
Iowa
$70K
SPIA
292
Steward Partners Investment Advisory
New York
$64.6K -$418 -9 -0.6%
PP
293
Pacifica Partners
Canada
$60.5K -$13.9K -300 -19%
LWCFA
294
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.3K
AWM
295
Abound Wealth Management
Tennessee
$58.7K
ONST
296
Old North State Trust
North Carolina
$52K
ZB
297
Zions Bancorporation
Utah
$48.9K +$2.46K +53 +5%
KTC
298
Kistler-Tiffany Companies
Pennsylvania
$48.7K
VCM
299
Vigilant Capital Management
Maine
$48K
BTI
300
Blue Trust Inc
Georgia
$47K -$3.96K -99 -8%