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Sun Life Financial

301 hedge funds and large institutions have $8.32B invested in Sun Life Financial in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-13
Holders Change %
-4.14%
% of All Funds
6.72%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
40
Increased
94
Reduced
98
Closed
52
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.91M
Net Calls Change
-$3.21M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
326
North American Management
Massachusetts
-$202K -5,069 Closed
QT
327
Quantbot Technologies
New York
-$167K -4,201 Closed
CAG
328
Csenge Advisory Group
Florida
-$116K -3,185 Closed
SIC
329
Salem Investment Counselors
North Carolina
-$119K -3,000 Closed
TPWA
330
TRUE Private Wealth Advisors
Oregon
-$114K -2,858 Closed
WSTAM
331
Wilbanks Smith & Thomas Asset Management
Virginia
-$113K -2,850 Closed
Chevy Chase Trust
332
Chevy Chase Trust
Maryland
-$65K -1,640 Closed
OWA
333
One Wealth Advisors
California
-$65K -1,632 Closed
SPIA
334
Steward Partners Investment Advisory
New York
-$48K -1,200 Closed
SWMG
335
Signature Wealth Management Group
Georgia
-$36K -999 Closed
PRS
336
Pinkerton Retirement Specialists
Idaho
-$40K -998 Closed
PWAG
337
Polaris Wealth Advisory Group
California
-$30K -748 Closed
APP
338
Avantax Planning Partners
Iowa
-$29K -733 Closed
SIS
339
Sound Income Strategies
Florida
-$20K -500 Closed
SWP
340
Stratos Wealth Partners
Ohio
-$19K -469 Closed
VFA
341
Valeo Financial Advisors
Indiana
-$15K -400 Closed
LIA
342
LS Investment Advisors
Michigan
-$11K -280 Closed
CWSR
343
Chessman Wealth Strategies RIA
Texas
-$11K -279 Closed
GI
344
Gradient Investments
Minnesota
-$11K -272 Closed
TFS
345
TrustCore Financial Services
Tennessee
-$9K -234 Closed
SBL
346
Sargent Bickham Lagudis
Colorado
-$9K -221 Closed
Group One Trading
347
Group One Trading
Illinois
-$8K -200 Closed
BL
348
Balentine LLC
Georgia
-$6K -163 Closed
AA
349
Ancora Advisors
Ohio
-$6K -148 Closed
KF
350
Krilogy Financial
Missouri
-$5K -118 Closed