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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 %
CAGAS
301
Capital Advisory Group Advisory Services
Minnesota
$33K +$33K +600 New
AIM
302
Achmea Investment Management
Netherlands
$32K +$32K +571 New
FPS
303
Fieldpoint Private Securities
Connecticut
$31K -$23.9K -423 -44%
MCC
304
Money Concepts Capital
Florida
$31K +$31K +559 New
SWA
305
Sutton Wealth Advisors
Florida
$30.8K
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$30K +$30K +530 New
GAM
307
Gemmer Asset Management
California
$28K
CA
308
Clearstead Advisors
Ohio
$28K
NSIM
309
North Star Investment Management
Illinois
$28K
SA
310
SRH Advisors
Kansas
$28K
AF
311
Advisornet Financial
Minnesota
$28K +$16.8K +299 +150%
AWM
312
Atticus Wealth Management
Florida
$27K
T
313
TCWP
Ohio
$27K +$27K +496 New
CCM
314
Covington Capital Management
California
$26K
MAM
315
Meeder Asset Management
Ohio
$24K -$3.01K -55 -11%
ACM
316
Antonetti Capital Management
Florida
$23K
Jones Financial Companies
317
Jones Financial Companies
Missouri
$22K
TFM
318
TFC Financial Management
Massachusetts
$22K
FA
319
Financial Advantage
Maryland
$20K -$19.9K -366 -50%
Lazard Asset Management
320
Lazard Asset Management
New York
$18K +$18K +329 New
PC
321
PhiloSmith Capital
Connecticut
$16.7K
ETC
322
Exchange Traded Concepts
Oklahoma
$16K +$225 +4 +1%
MGIM
323
M&G Investment Management
United Kingdom
$15.2K +$5 +94 +0%
YAL
324
Your Advocates Ltd
Texas
$15K
CAL
325
Capital Analysts LLC
Pennsylvania
$15K +$15K +262 New