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Sun Life Financial

420 hedge funds and large institutions have $15B invested in Sun Life Financial in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 123 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+23
Holders Change %
+5.79%
% of All Funds
6.09%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
55
Increased
144
Reduced
123
Closed
28
Calls
$216M
Puts
$292M
Net Calls
-$76M
Net Calls Change
+$47.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RFC
276
Regions Financial Corp
Alabama
$280K -$382 -7 -0.1%
RWM
277
Ritholtz Wealth Management
New York
$278K +$655 +12 +0.2%
SCM
278
Stonebridge Capital Management
California
$273K -$46.1K -845 -14%
CFO
279
CVA Family Office
Colorado
$273K
CWS
280
Confluence Wealth Services
Pennsylvania
$272K
ECM
281
Evergreen Capital Management
Washington
$268K -$10K -184 -4%
KeyBank National Association
282
KeyBank National Association
Ohio
$263K -$21.8K -400 -8%
IC
283
IEQ Capital
California
$254K +$2.02K +37 +0.8%
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$253K +$4.21K +77 +2%
NB
285
Northwest Bancshares
Pennsylvania
$252K
IB
286
Intrust Bank
Kansas
$251K +$8.13K +149 +3%
CCT
287
Capital City Trust
Florida
$251K
SIA
288
Schechter Investment Advisors
Michigan
$247K +$19.9K +365 +9%
S
289
SimplyRich
California
$245K
RG
290
Rathbones Group
United Kingdom
$245K -$599K -10,960 -71%
GSC
291
Grey Street Capital
Illinois
$243K +$243K +4,459 New
NW
292
NewEdge Wealth
Pennsylvania
$241K +$1.04K +20 +0.4%
GIS
293
Grayhawk Investment Strategies
Alberta, Canada
$238K
PFA
294
Pathway Financial Advisors
Vermont
$237K
Susquehanna International Group
295
Susquehanna International Group
Pennsylvania
$235K +$235K +4,312 New
MML Investors Services
296
MML Investors Services
Massachusetts
$235K -$90.6K -1,663 -28%
CAG
297
Csenge Advisory Group
Florida
$232K +$232K +4,247 New
SP
298
Symmetry Partners
Connecticut
$228K
ATC
299
Argent Trust Co
Tennessee
$228K
SDJVC
300
St. Denis J. Villere & Co
Louisiana
$228K