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Sun Life Financial

380 hedge funds and large institutions have $12.8B invested in Sun Life Financial in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 110 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
380
Holders Change
+18
Holders Change %
+4.97%
% of All Funds
6.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
45
Increased
140
Reduced
110
Closed
21
Calls
$193M
Puts
$489M
Net Calls
-$296M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Shares
Change %
GIS
276
Grayhawk Investment Strategies
Alberta, Canada
$203K +$183K +2,906 +923%
PFA
277
Pathway Financial Advisors
Vermont
$203K
SIA
278
Schechter Investment Advisors
Michigan
$201K +$201K +4,298 New
HNB
279
Huntington National Bank
Ohio
$191K +$6.54K +140 +4%
CHC
280
City Holding Co
West Virginia
$173K
LC
281
Lindbrook Capital
California
$168K -$187 -4 -0.1%
PA
282
Parallel Advisors
California
$160K +$5.37K +115 +3%
SPIA
283
Steward Partners Investment Advisory
New York
$152K +$86.7K +1,857 +133%
CFB
284
Cullen/Frost Bankers
Texas
$145K +$1.26K +27 +0.9%
QCG
285
Quadrant Capital Group
Ohio
$143K +$27.5K +588 +24%
IBOK
286
Independence Bank of Kentucky
Kentucky
$133K
FHA
287
First Horizon Advisors
Tennessee
$129K
HPC
288
HM Payson & Co
Maine
$116K -$841 -18 -0.7%
T
289
TOBAM
France
$116K +$34.4K +737 +42%
AAS
290
Ameritas Advisory Services
Nebraska
$114K +$114K +2,446 New
BTI
291
Blue Trust Inc
Georgia
$113K +$58.3K +1,253 +107%
Macquarie Group
292
Macquarie Group
Australia
$112K +$112K +2,396 New
TF
293
TimeScale Financial
Massachusetts
$112K
Credit Agricole
294
Credit Agricole
France
$104K
Bessemer Group
295
Bessemer Group
New Jersey
$101K
UB
296
UMB Bank
Missouri
$97.6K
CWP
297
Concord Wealth Partners
Virginia
$93.4K
BFEC
298
Benjamin F. Edwards & Company
Missouri
$92K +$92K +1,976 New
CAL
299
Capital Advisors Ltd
Ohio
$89K
PCTC
300
Perkins Coie Trust Company
Washington
$87.4K