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Sun Life Financial

395 hedge funds and large institutions have $13.2B invested in Sun Life Financial in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 146 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
-25
Holders Change %
-5.95%
% of All Funds
5.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
30
Increased
126
Reduced
146
Closed
49
Calls
$232M
Puts
$299M
Net Calls
-$67M
Net Calls Change
+$9.09M
Name Holding Trade Value Shares
Change
Shares
Change %
T
301
TOBAM
France
$139K +$50.8K +755 +58%
FHA
302
First Horizon Advisors
Tennessee
$136K
HNB
303
Huntington National Bank
Ohio
$131K +$5.44K +111 +4%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$123K +$24.1K +492 +24%
Macquarie Group
305
Macquarie Group
Australia
$118K
RhumbLine Advisers
306
RhumbLine Advisers
Massachusetts
$100K -$43.2K -882 -30%
Mitsubishi UFJ Trust & Banking
307
Mitsubishi UFJ Trust & Banking
Japan
$100K -$4.9K -100 -5%
CHC
308
City Holding Co
West Virginia
$98K -$58.8K -1,200 -38%
CAL
309
Capital Advisors Ltd
Ohio
$93K
PCTC
310
Perkins Coie Trust Company
Washington
$91.7K
HI
311
Harbour Investments
Wisconsin
$84.6K
LWA
312
Lowe Wealth Advisors
Maryland
$75.2K +$98 +2 +0.1%
LI
313
Louisbourg Investments
New Brunswick, Canada
$67.7K
PP
314
Pacifica Partners
Canada
$63.8K
B
315
Birchbrook
Maine
$63.4K
HWA
316
HHM Wealth Advisors
Tennessee
$61.9K
RWMG
317
Redwood Wealth Management Group
New Jersey
$61.2K +$61.2K +1,250 New
CH
318
Cromwell Holdings
Wyoming
$60.9K +$60.9K +1,244 New
CTC
319
Central Trust Company
Missouri
$58.8K
LWCFA
320
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55.9K
WT
321
Whittier Trust
California
$51.2K +$8.97K +183 +21%
CB
322
Centennial Bank
Arkansas
$48.7K
FGAM
323
Financial Gravity Asset Management
Texas
$47.2K -$47.2K -963 -50%
GEA
324
Glen Eagle Advisors
New Jersey
$45.4K
AWM
325
Abound Wealth Management
Tennessee
$45.3K -$2.84K -58 -6%